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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 %
HF
526
Halpern Financial
Virginia
$807K – – –
KWM
527
Keebeck Wealth Management
Illinois
$805K -$11.1K -612 -1%
GC
528
Gilbert & Cook
Iowa
$803K +$290K +15,952 +57%
BAG
529
Briggs Advisory Group
Rhode Island
$794K – – –
AFG
530
Alterity Financial Group
Maine
$784K +$17K +936 +2%
EWM
531
Empirical Wealth Management
Washington
$784K +$151K +8,304 +24%
CGFA
532
Colton Groome Financial Advisors
North Carolina
$783K -$85.5K -4,704 -10%
BWA
533
Burt Wealth Advisors
Maryland
$778K – – –
SWA
534
Sutton Wealth Advisors
Florida
$774K +$73 +4 +0%
Millennium Management
535
Millennium Management
New York
$770K +$770K +42,368 New
AI
536
Accredited Investors
Minnesota
$766K – – –
SFG
537
Sunburst Financial Group
Alabama
$765K +$73 +4 +0%
KJWM
538
Kiley Juergens Wealth Management
Washington
$759K +$7.78K +428 +1%
AA
539
Ancora Advisors
Ohio
$758K +$800 +44 +0.1%
CCB
540
Cutter & Co Brokerage
Missouri
$755K -$42.8K -2,356 -5%
AFA
541
Atlas Financial Advisors
California
$754K +$375K +20,604 +99%
HWA
542
Hilltop Wealth Advisors
North Carolina
$750K -$29.7K -1,636 -4%
AA
543
Apriem Advisors
California
$749K +$136K +7,480 +22%
IAIM
544
International Assets Investment Management
Florida
$744K +$744K +43,636 New
KCM
545
Kathmere Capital Management
Pennsylvania
$734K +$2.25K +124 +0.3%
SFS
546
Summit Financial Strategies
Ohio
$730K +$727 +40 +0.1%
WWM
547
Windsor Wealth Management
Indiana
$723K +$46.9K +2,580 +7%
CWM
548
Cedar Wealth Management
California
$714K +$7.27K +400 +1%
SG
549
StoneX Group
New York
$713K +$713K +39,232 New
OC
550
Oarsman Capital
Wisconsin
$711K -$13.2K -724 -2%
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