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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 %
OC
526
Oarsman Capital
Wisconsin
$746K +$18.4K +984 +3%
CWM
527
Cedar Wealth Management
California
$728K – – –
AMG
528
Asset Management Group
Connecticut
$717K +$899 +48 +0.1%
EL
529
Essex LLC
Illinois
$717K -$194K -10,328 -21%
IRC
530
Investors Research Corp
Georgia
$716K +$14.5K +776 +2%
REMPR
531
Roof Eidam Maycock Peralta (REMP)
California
$709K – – –
PIMG
532
Patriot Investment Management Group
Tennessee
$708K +$18.3K +976 +3%
WA
533
Wealth Architects
California
$701K +$56.4K +3,012 +9%
WWM
534
Windsor Wealth Management
Indiana
$697K – – –
AWM
535
Aprio Wealth Management
Georgia
$696K – – –
FWM
536
Focused Wealth Management
New York
$693K +$2.32K +124 +0.3%
AWM
537
Axxcess Wealth Management
California
$692K +$692K +36,912 New
Brown Advisory
538
Brown Advisory
Maryland
$689K +$689K +36,796 New
WIC
539
Woodmont Investment Counsel
Tennessee
$684K -$4.12K -220 -0.6%
ST
540
Sabal Trust
Florida
$682K +$682K +36,404 New
LFA
541
Legend Financial Advisors
Pennsylvania
$679K -$130K -6,928 -16%
DWT
542
Dorsey & Whitney Trust
South Dakota
$678K – – –
RWP
543
RWA Wealth Partners
Massachusetts
$664K -$22.2K -1,184 -3%
CW
544
CIC Wealth
Maryland
$659K -$22K -1,172 -3%
Kovitz Investment Group Partners
545
Kovitz Investment Group Partners
Illinois
$658K -$171K -9,124 -21%
EWM
546
Empirical Wealth Management
Washington
$652K +$100K +5,344 +18%
KFA
547
Kelleher Financial Advisors
New York
$651K – – –
DCM
548
Donaldson Capital Management
Indiana
$651K +$68.2K +3,640 +12%
MTIC
549
Missouri Trust & Investment Company
Missouri
$650K -$9.74K -520 -1%
FLA
550
Financial Life Advisors
Texas
$650K -$8.25K -440 -1%
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