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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,091 hedge funds and large institutions have $13.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,091
Holders Change
+124
Holders Change %
+12.82%
% of All Funds
15.99%
Holding in Top 10
178
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+19.46%
% of All Funds
2.61%
New
177
Increased
409
Reduced
355
Closed
42
Calls
$17M
Puts
$3.7M
Net Calls
+$13.3M
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$163M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134M
3
Ameriprise
Ameriprise
Minnesota
+$40.5M
4
Goldman Sachs
Goldman Sachs
New York
+$28.8M
5
SEI Investments
SEI Investments
Pennsylvania
+$28.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$114M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$55.5M
3
SIS
Strategic Investment Solutions
Illinois
-$51.2M
4
MG
Mather Group
Illinois
-$33.2M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
476
Tenret Company
Florida
$1.75M +$1.75M +84,448 New
NEPWA
477
New England Private Wealth Advisors
Massachusetts
$1.74M +$445K +21,440 +34%
FWM
478
Fingerlakes Wealth Management
New York
$1.74M +$321K +15,480 +23%
GJIA
479
Glass Jacobson Investment Advisors
Maryland
$1.74M +$269K +12,992 +18%
GHA
480
GW Henssler & Associates
Georgia
$1.71M +$64.8K +3,124 +4%
HPFG
481
Hart & Patterson Financial Group
Massachusetts
$1.69M +$1.69M +81,472 New
BA
482
Bristlecone Advisors
Washington
$1.69M +$913 +44 +0.1%
CHA
483
Carmichael Hill & Associates
Maryland
$1.69M -$5.48K -264 -0.3%
KFGK
484
Keystone Financial Group (Kentucky)
Kentucky
$1.69M -$73.3K -3,532 -4%
DSC
485
Duncker Streett & Co
Missouri
$1.68M +$83 +4 +0%
CF
486
Centaurus Financial
California
$1.67M +$151K +7,296 +10%
SPI
487
Santori & Peters Inc
Pennsylvania
$1.67M +$124K +5,972 +8%
LPAM
488
Lodestar Private Asset Management
California
$1.66M +$15.4K +744 +0.9%
CSWM
489
Cassady Schiller Wealth Management
Ohio
$1.66M +$52.2K +2,516 +3%
AF
490
Advisornet Financial
Minnesota
$1.65M -$182K -8,768 -10%
Renaissance Technologies
491
Renaissance Technologies
New York
$1.63M +$1.37M +66,000 +532%
CHA
492
Cooper/Haims Advisors
New York
$1.62M +$83 +4 +0%
PFA
493
Petra Financial Advisors
Colorado
$1.62M +$3.57K +172 +0.2%
BCI
494
Brinker Capital Investments
Pennsylvania
$1.62M -$1.01M -49,256 -38%
OPS
495
Orion Portfolio Solutions
Nebraska
$1.62M -$1.01M -49,256 -38%
CS
496
Crescent Sterling
Louisiana
$1.61M +$12K +580 +0.8%
ACG
497
Allen Capital Group
Nebraska
$1.61M +$164K +7,924 +11%
BBPWM
498
Blue Bell Private Wealth Management
Pennsylvania
$1.6M -$609K -29,372 -28%
DP
499
Denver PWM
Colorado
$1.59M -$367K -182,888 -19%
OWM
500
Orgel Wealth Management
Wisconsin
$1.58M -$35.5K -1,712 -2%
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