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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

887 hedge funds and large institutions have $9.45B invested in Schwab US Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 348 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
14.2%
Holding in Top 10
136
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.33%
% of All Funds
2.18%
New
95
Increased
348
Reduced
305
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$98.9M
2
ML
McAdam LLC
Pennsylvania
+$55.4M
3
MG
Mather Group
Illinois
+$40.3M
4
TIM
Total Investment Management
Arizona
+$37.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$65.8M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$63.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$22.7M
4
UBS Group
UBS Group
Switzerland
-$14.3M
5
VCA
Verdence Capital Advisors
Maryland
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
Aprio Wealth Management
Georgia
$605K +$13.2K +812 +2%
WWM
502
Windsor Wealth Management
Indiana
$603K -$12K -740 -2%
FWM
503
Focused Wealth Management
New York
$601K -$22K -1,348 -4%
PIMG
504
Patriot Investment Management Group
Tennessee
$599K +$5.41K +332 +0.9%
WIC
505
Woodmont Investment Counsel
Tennessee
$598K -$46.3K -2,840 -7%
RWP
506
RWA Wealth Partners
Massachusetts
$597K +$22.3K +1,368 +4%
CW
507
CIC Wealth
Maryland
$592K -$75.6K -4,640 -11%
DWT
508
Dorsey & Whitney Trust
South Dakota
$590K – – –
SFWA
509
Summit Financial Wealth Advisors
Louisiana
$589K +$115K +7,080 +24%
DWM
510
Dakota Wealth Management
Florida
$579K +$59.1K +3,628 +11%
MTIC
511
Missouri Trust & Investment Company
Missouri
$574K – – –
FLA
512
Financial Life Advisors
Texas
$572K -$9.78K -600 -2%
KA
513
Kovack Advisors
Florida
$572K +$2.48K +152 +0.4%
VF
514
VitalStone Financial
Texas
$568K +$567K +13,820 +43,188%
KFA
515
Kelleher Financial Advisors
New York
$566K +$566K +34,720 New
WA
516
Wealth Architects
California
$560K – – –
SQA
517
Simon Quick Advisors
New Jersey
$558K +$191K +11,716 +52%
WAG
518
Windsor Advisory Group
Ohio
$557K – – –
KIA
519
KCM Investment Advisors
California
$556K +$50.7K +3,112 +10%
AMCA
520
Arthur M. Cohen & Associates
Illinois
$556K – – –
LAIC
521
Lederer & Associates Investment Counsel
California
$556K -$19.6K -1,204 -3%
AC
522
AlphaCore Capital
California
$554K +$547K +33,580 +7,995%
HL
523
HeadInvest LLC
Maine
$553K -$4.89K -300 -0.9%
AOWM
524
Alpha Omega Wealth Management
Virginia
$553K -$20.9K -1,280 -4%
DW
525
Domani Wealth
Pennsylvania
$550K -$23.8K -1,460 -4%
19 20
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