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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 %
CIAS
501
Capital Investment Advisory Services
North Carolina
$921K -$671K -36,908 -42%
HC
502
Hoese & Co
Minnesota
$917K – – –
OFG
503
Oxford Financial Group
Indiana
$916K -$35.1K -1,928 -4%
LIM
504
Leavell Investment Management
Alabama
$913K +$25.8K +1,420 +3%
SPIA
505
Steward Partners Investment Advisory
New York
$895K -$35.8K -1,968 -4%
TA
506
TrueWealth Advisors
Alabama
$883K -$11.1K -612 -1%
ICM
507
Islay Capital Management
Texas
$868K -$7.27K -400 -0.8%
BWM
508
BCS Wealth Management
Tennessee
$868K +$868K +47,744 New
TIAA Trust, National Association
509
TIAA Trust, National Association
North Carolina
$865K +$865K +47,596 New
CAM
510
Cozad Asset Management
Illinois
$857K – – –
SMA
511
Sage Mountain Advisors
Georgia
$851K – – –
SFG
512
Sovereign Financial Group
Connecticut
$848K -$14.8K -816 -2%
WAM
513
WealthTrust Asset Management
Florida
$846K +$846K +46,516 New
Bank of Montreal
514
Bank of Montreal
Ontario, Canada
$845K +$638K +33,856 +309%
AG
515
Appleton Group
Wisconsin
$842K -$19.1M -1,048,724 -96%
IAP
516
Indie Asset Partners
Indiana
$840K -$1.45K -80 -0.2%
SMC
517
Smith, Moore & Co
Missouri
$840K +$614K +33,776 +271%
FFA
518
First Foundation Advisors
California
$837K +$837K +46,024 New
VFA
519
Valeo Financial Advisors
Indiana
$836K +$43.4K +2,388 +5%
PL
520
Plancorp LLC
Missouri
$831K +$831K +45,704 New
WMWM
521
Whitaker-Myers Wealth Managers
Ohio
$827K -$1.13M -62,196 -58%
JC
522
Jentner Corp
Ohio
$825K -$22.1K -1,216 -3%
UB
523
UMB Bank
Missouri
$822K -$21.8K -1,200 -3%
IWM
524
Iams Wealth Management
Nebraska
$822K +$822K +45,188 New
WC
525
Waterloo Capital
Texas
$814K -$21.6K -1,188 -3%
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