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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 %
WC
501
Waterloo Capital
Texas
$861K -$57.3K -3,056 -6%
LFA
502
LGT Financial Advisors
Texas
$850K +$850K +45,352 New
KWM
503
Keebeck Wealth Management
Illinois
$841K +$24.1K +1,284 +3%
AWM
504
Aspire Wealth Management
Massachusetts
$837K – – –
AWP
505
Atlas Wealth Partners
Pennsylvania
$836K +$836K +43,824 New
HF
506
Halpern Financial
Virginia
$832K +$637K +34,000 +327%
CCB
507
Cutter & Co Brokerage
Missouri
$822K +$750 +40 +0.1%
BAG
508
Briggs Advisory Group
Rhode Island
$819K – – –
VFA
509
Valeo Financial Advisors
Indiana
$817K – – –
Citadel Advisors
510
Citadel Advisors
Florida
$808K +$705K +37,620 +683%
CFGSD
511
Compass Financial Group (South Dakota)
South Dakota
$806K +$257K +13,712 +47%
HWA
512
Hilltop Wealth Advisors
North Carolina
$804K -$18.7K -996 -2%
BWA
513
Burt Wealth Advisors
Maryland
$802K – – –
SWA
514
Sutton Wealth Advisors
Florida
$798K +$226K +12,060 +40%
AFG
515
Alterity Financial Group
Maine
$790K -$25.3K -1,348 -3%
AI
516
Accredited Investors
Minnesota
$789K – – –
SFG
517
Sunburst Financial Group
Alabama
$788K -$37.3K -1,992 -5%
AA
518
Ancora Advisors
Ohio
$780K -$147K -7,860 -16%
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$778K +$268K +14,288 +52%
KJWM
520
Kiley Juergens Wealth Management
Washington
$775K -$89.4K -4,772 -10%
SOS
521
Silver Oak Securities
Tennessee
$765K -$293K -15,628 -28%
KCM
522
Kathmere Capital Management
Pennsylvania
$755K -$16K -856 -2%
SFS
523
Summit Financial Strategies
Ohio
$751K -$92.9K -4,960 -11%
Fisher Asset Management
524
Fisher Asset Management
Washington
$748K +$337K +17,964 +82%
FAG
525
Fortitude Advisory Group
Washington
$747K -$43.5K -2,320 -6%
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