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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 %
RWM
551
Revisor Wealth Management
Ohio
$472K +$472K +28,976 New
BFG
552
Beacon Financial Group
Texas
$472K -$7.72K -476 -2%
CSIC
553
Clifford Swan Investment Counsel
California
$472K – – –
CI
554
Chartist Inc
California
$470K +$470K +12,512 New
MWM
555
Modera Wealth Management
New Jersey
$470K +$196 +12 +0%
LRPA
556
L. Roy Papp & Associates
Arizona
$469K – – –
EW
557
Element Wealth
Mississippi
$466K – – –
DWM
558
Destination Wealth Management
California
$459K -$61.9K -3,800 -12%
DLCIG
559
D.L. Carlson Investment Group
New Hampshire
$457K -$87.3K -5,360 -16%
CWM
560
Cabot Wealth Management
Massachusetts
$456K -$14.7K -904 -3%
SAM
561
Silvercrest Asset Management
New York
$452K – – –
GA
562
Goldstein Advisors
Wisconsin
$451K – – –
WFAG
563
Wescott Financial Advisory Group
Pennsylvania
$450K +$5.28K +324 +1%
OAJ
564
Ogorek Anthony Joseph
New York
$449K -$14.1K -864 -3%
AWE
565
Avidian Wealth Enterprises
Texas
$444K -$2.54K -156 -0.6%
WAP
566
Wealthcare Advisory Partners
Pennsylvania
$443K +$443K +27,220 New
ABC
567
Associated Banc-Corp
Wisconsin
$442K – – –
BWA
568
Bordeaux Wealth Advisors
California
$440K +$440K +26,984 New
RWM
569
RBA Wealth Management
California
$436K +$37.8K +2,320 +9%
MWM
570
Mission Wealth Management
California
$436K +$65 +4 +0%
AO
571
Advisor OS
Illinois
$434K -$101K -6,224 -19%
NCM
572
Northwest Capital Management
Oregon
$432K +$978 +60 +0.2%
CIR
573
Clear Investment Research
Georgia
$429K – – –
CWC
574
Carolinas Wealth Consulting
North Carolina
$425K – – –
TPWM
575
Twelve Points Wealth Management
Massachusetts
$423K – – –
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