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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 %
SFWA
526
Summit Financial Wealth Advisors
Louisiana
$1.35M +$102K +4,940 +8%
PWS
527
Precision Wealth Strategies
Missouri
$1.34M -$559K -26,948 -29%
Natixis Advisors
528
Natixis Advisors
Massachusetts
$1.34M +$25K +1,204 +2%
AIM
529
AMI Investment Management
Indiana
$1.34M -$42.3K -2,040 -3%
JWM
530
Janiczek Wealth Management
Colorado
$1.34M -$82.8K -3,992 -6%
JWM
531
JFG Wealth Management
Colorado
$1.31M +$1.49K +72 +0.1%
GPA
532
Guerra Pan Advisors
New Jersey
$1.28M +$723K +34,860 +130%
RF
533
RHS Financial
California
$1.27M +$524K +25,256 +70%
WAP
534
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$84.7K +4,084 +7%
Northern Trust
535
Northern Trust
Illinois
$1.27M -$4.15K -200 -0.3%
MAM
536
Marotta Asset Management
Virginia
$1.23M -$7.8K -376 -0.6%
CIAS
537
Capital Investment Advisory Services
North Carolina
$1.23M +$179K +8,624 +17%
DT
538
Diversified Trust
Tennessee
$1.23M -$11K -528 -0.9%
RWRC
539
R.W. Roge & Company
New York
$1.22M -$8.79K -424 -0.7%
B
540
Bailard
California
$1.22M -$18.2K -876 -1%
WAM
541
Worth Asset Management
Texas
$1.2M -$1.06M -50,976 -47%
SMA
542
Sage Mountain Advisors
Georgia
$1.2M +$228K +11,000 +24%
MHS
543
M Holdings Securities
Oregon
$1.2M -$28.8K -1,388 -2%
SWM
544
Segment Wealth Management
Texas
$1.19M -$9.13K -440 -0.8%
HA
545
Herold Advisors
New York
$1.18M – – –
Baird Financial Group
546
Baird Financial Group
Wisconsin
$1.17M -$29.6K -1,428 -2%
RIS
547
Retirement Income Solutions
Michigan
$1.17M – – –
HSA
548
HBK Sorce Advisory
Pennsylvania
$1.16M – – –
SAG
549
SageView Advisory Group
California
$1.16M -$1.27M -58,304 -52%
SQA
550
Simon Quick Advisors
New Jersey
$1.15M – – –
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