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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 %
AP
526
Adero Partners
California
$542K -$21.1K -1,296 -4%
LJAC
527
L.J. Altfest & Co
New York
$541K +$456 +28 +0.1%
LFP
528
Leeward Financial Partners
Washington
$539K -$3.06K -188 -0.6%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$535K +$214K +13,108 +66%
KeyBank National Association
530
KeyBank National Association
Ohio
$521K +$90.9K +5,580 +21%
WP
531
WealthPLAN Partners
Nebraska
$516K +$36.4K +2,232 +8%
SAM
532
SignalPoint Asset Management
Missouri
$511K -$33.2K -2,036 -6%
DCM
533
Donaldson Capital Management
Indiana
$506K +$126K +7,712 +33%
LF
534
LifeSteps Financial
California
$505K -$69.9K -4,292 -12%
BPWM
535
Badgley Phelps Wealth Managers
Washington
$504K +$72.3K +4,440 +17%
API
536
Advisor Partners II
California
$503K +$52.2K +3,200 +12%
WANY
537
Wealthspire Advisors (New York)
New York
$502K +$196 +12 +0%
SWA
538
Sutton Wealth Advisors
Florida
$497K – – –
NHT
539
New Hampshire Trust
New Hampshire
$494K -$59.6K -3,660 -11%
CFG
540
Cooper Financial Group
California
$492K -$83.5K -5,128 -15%
AFS
541
Access Financial Services
Minnesota
$490K – – –
SIS
542
Strategic Investment Solutions
Illinois
$488K +$9.97K +612 +2%
TC
543
TownSquare Capital
Utah
$488K +$196K +12,008 +67%
CIP
544
Capital Insight Partners
Arizona
$485K +$11.9K +732 +3%
FWCM
545
Ferguson Wellman Capital Management
Oregon
$481K – – –
EWM
546
Empirical Wealth Management
Washington
$480K -$80K -4,908 -14%
CFGSD
547
Compass Financial Group (South Dakota)
South Dakota
$478K +$193K +11,868 +68%
SFG
548
SevenBridge Financial Group
Pennsylvania
$477K +$38.5K +2,360 +9%
MA
549
MONECO Advisors
Connecticut
$476K -$37.3K -2,288 -7%
LFS
550
Lutz Financial Services
Nebraska
$475K +$65 +4 +0%
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