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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

938 hedge funds and large institutions have $11.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 372 increasing their positions, 315 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+51
Holders Change %
+5.75%
% of All Funds
14.79%
Holding in Top 10
154
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+13.24%
% of All Funds
2.43%
New
93
Increased
372
Reduced
315
Closed
32
Calls
$8.56M
Puts
$3.21M
Net Calls
+$5.36M
Net Calls Change
-$618K

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$142M
2
Morgan Stanley
Morgan Stanley
New York
+$55.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53M
4
FMP
Financial Management Professionals
Texas
+$35.5M
5
OCM
One Capital Management
California
+$34.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$250M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$122M
3
FEG
Fund Evaluation Group
Ohio
-$47.9M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
-$30.8M
5
SEI Investments
SEI Investments
Pennsylvania
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
476
Old National Bancorp
Indiana
$980K +$980K +52,320 New
OFG
477
Oxford Financial Group
Indiana
$980K – – –
RWM
478
Revisor Wealth Management
Ohio
$963K +$420K +22,408 +77%
SPIA
479
Steward Partners Investment Advisory
New York
$959K +$30.2K +1,612 +3%
SNBOSD
480
Security National Bank of So Dak
Iowa
$954K +$954K +50,892 New
CWM
481
Castle Wealth Management
Florida
$953K -$44.2K -2,360 -4%
PNC Financial Services Group
482
PNC Financial Services Group
Pennsylvania
$950K -$8.32K -444 -0.9%
HC
483
Hoese & Co
Minnesota
$945K – – –
GWM
484
Geneos Wealth Management
Colorado
$934K +$829K +44,224 +784%
TA
485
TrueWealth Advisors
Alabama
$922K -$88.5K -4,724 -9%
LIM
486
Leavell Investment Management
Alabama
$915K +$103K +5,488 +13%
TF
487
TIAA FSB
Florida
$911K +$54.6K +2,912 +6%
MWM
488
Mission Wealth Management
California
$910K +$409K +21,808 +82%
ICM
489
Islay Capital Management
Texas
$902K – – –
CGFA
490
Colton Groome Financial Advisors
North Carolina
$895K -$131K -7,008 -13%
SFG
491
Sovereign Financial Group
Connecticut
$890K -$602K -32,112 -40%
GWM
492
Gray Wealth Management
Maine
$889K – – –
RFN
493
RDA Financial Network
Iowa
$885K +$61.1K +3,260 +7%
CAM
494
Cozad Asset Management
Illinois
$883K – – –
SMA
495
Sage Mountain Advisors
Georgia
$877K +$877K +46,800 New
JC
496
Jentner Corp
Ohio
$873K -$83K -4,432 -9%
UB
497
UMB Bank
Missouri
$870K – – –
IAP
498
Indie Asset Partners
Indiana
$868K -$80.2K -4,280 -8%
SFWA
499
Summit Financial Wealth Advisors
Louisiana
$863K +$186K +9,920 +27%
SWP
500
Semus Wealth Partners
Florida
$862K +$862K +46,016 New
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