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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

967 hedge funds and large institutions have $10.9B invested in Schwab US Large-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 360 increasing their positions, 369 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
+29
Holders Change %
+3.09%
% of All Funds
15.42%
Holding in Top 10
149
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.25%
% of All Funds
2.38%
New
89
Increased
360
Reduced
369
Closed
44
Calls
$8.46M
Puts
$2.62M
Net Calls
+$5.84M
Net Calls Change
+$483K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$78.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$65.9M
3
GBWM
Granite Bay Wealth Management
New Hampshire
+$50.9M
4
SIS
Strategic Investment Solutions
Illinois
+$46.7M
5
MCM
MAI Capital Management
Ohio
+$32.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$121M
2
AIA
Angeles Investment Advisors
California
-$120M
3
TIM
Total Investment Management
Arizona
-$58.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$26.3M
5
AG
Appleton Group
Wisconsin
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
476
Baird Financial Group
Wisconsin
$1.06M -$24K -1,320 -2%
SWM
477
Segment Wealth Management
Texas
$1.05M -$5.45K -300 -0.5%
FTS
478
Fifth Third Securities
Ohio
$1.05M +$57.2K +3,144 +6%
RWRC
479
R.W. Roge & Company
New York
$1.04M -$10.7K -608 -1%
HA
480
Herold Advisors
New York
$1.04M – – –
WAP
481
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$281K +15,444 +37%
BCA
482
Bay Colony Advisors
Massachusetts
$1.03M +$1.03M +56,564 New
FC
483
Fusion Capital
South Carolina
$1.03M -$16.1K -884 -2%
MPWT
484
MassMutual Private Wealth & Trust
Connecticut
$1.02M +$12.5K +688 +1%
RIS
485
Retirement Income Solutions
Michigan
$1.02M – – –
HSA
486
HBK Sorce Advisory
Pennsylvania
$1.02M -$73K -4,016 -7%
SQA
487
Simon Quick Advisors
New Jersey
$1.01M +$51.1K +2,812 +5%
TFG
488
Team Financial Group
California
$987K +$987K +54,284 New
IW
489
Imprint Wealth
South Carolina
$986K -$72.3K -3,976 -7%
PNC Financial Services Group
490
PNC Financial Services Group
Pennsylvania
$974K +$51.6K +2,836 +6%
AAP
491
Arax Advisory Partners
Colorado
$962K -$262K -14,404 -21%
CPRC
492
Consolidated Portfolio Review Corp
New York
$957K -$21.9K -1,204 -2%
GWM
493
Gray Wealth Management
Maine
$954K +$92.1K +5,064 +11%
Comerica Bank
494
Comerica Bank
Texas
$951K +$951K +52,336 New
ONB
495
Old National Bancorp
Indiana
$951K – – –
CIBC Private Wealth Group
496
CIBC Private Wealth Group
Georgia
$947K +$605K +33,288 +177%
SNBOSD
497
Security National Bank of So Dak
Iowa
$925K – – –
CWM
498
Castle Wealth Management
Florida
$925K – – –
GFG
499
Goldstone Financial Group
Illinois
$923K +$923K +50,792 New
FHC
500
First Heartland Consultants
Missouri
$923K +$923K +50,788 New
18 19
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