SCHG icon

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 %
BRWA
501
B. Riley Wealth Advisors
Florida
$1.57M -$184K -8,852 -10%
DI
502
DFPG Investments
Utah
$1.57M +$144K +7,124 +10%
KC
503
Kades & Cheifetz
Pennsylvania
$1.54M -$33.9K -1,636 -2%
BCA
504
Bay Colony Advisors
Massachusetts
$1.54M +$368K +17,756 +31%
MA
505
Modus Advisors
Minnesota
$1.54M -$23.7K -1,144 -2%
SMC
506
Smith, Moore & Co
Missouri
$1.51M +$555K +26,760 +58%
GS
507
GTS Securities
New York
$1.5M +$1.5M +72,492 New
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$1.5M +$334K +16,124 +29%
AGC
509
Aspen Grove Capital
Colorado
$1.49M +$4.28K +208 +0.3%
PCMC
510
Private Capital Management (Colorado)
Colorado
$1.49M -$38.7K -1,868 -3%
PFBT
511
Parkside Financial Bank & Trust
Missouri
$1.48M -$5.31K -256 -0.4%
NWM
512
Napa Wealth Management
California
$1.47M +$1.47M +70,948 New
AP
513
Appleton Partners
Massachusetts
$1.47M -$14.5K -700 -1%
CWM
514
Cornerstone Wealth Management
Missouri
$1.44M +$46.1K +2,224 +3%
NL
515
NWAM LLC
Washington
$1.44M +$736K +35,464 +104%
CI
516
CX Institutional
Indiana
$1.44M +$1.1M +53,052 +322%
Betterment LLC
517
Betterment LLC
New York
$1.44M -$14.7K -708 -1%
MC
518
Montag & Caldwell
Georgia
$1.43M +$42K +2,024 +3%
RSWA
519
Robinson Smith Wealth Advisors
Maine
$1.43M +$1.43M +68,904 New
CFO
520
CVA Family Office
Colorado
$1.41M +$1.09M +52,628 +340%
GWWM
521
Great Waters Wealth Management
Minnesota
$1.41M -$293K -14,456 -17%
KWM
522
Kolinsky Wealth Management
New Jersey
$1.4M +$37.5K +1,808 +3%
WA
523
Win Advisors
Florida
$1.39M -$29.9M -1,443,320 -96%
CCA
524
Clearwater Capital Advisors
Illinois
$1.39M – – –
SIAG
525
Signet Investment Advisory Group
Rhode Island
$1.36M +$2.16K +104 +0.2%
19 20
21
22 23