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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 %
KA
551
Kovack Advisors
Florida
$645K -$12.5K -668 -2%
WAG
552
Windsor Advisory Group
Ohio
$641K – – –
OL
553
Owen LaRue
Kentucky
$640K -$230K -12,288 -26%
KIA
554
KCM Investment Advisors
California
$640K – – –
AMCA
555
Arthur M. Cohen & Associates
Illinois
$639K – – –
HL
556
HeadInvest LLC
Maine
$637K +$6.69K +360 +1%
AC
557
AlphaCore Capital
California
$633K -$4.5K -240 -0.7%
AA
558
Apriem Advisors
California
$632K +$185K +9,880 +41%
IC
559
IEQ Capital
California
$628K +$271K +14,480 +76%
AOWM
560
Alpha Omega Wealth Management
Virginia
$625K -$10.6K -568 -2%
LJAC
561
L.J. Altfest & Co
New York
$610K -$11.9K -636 -2%
FFS
562
Founders Financial Securities
Maryland
$603K +$238K +12,728 +65%
AP
563
Adero Partners
California
$597K -$26.2K -1,400 -4%
SFG
564
SevenBridge Financial Group
Pennsylvania
$596K +$48K +2,560 +9%
SAM
565
SignalPoint Asset Management
Missouri
$593K +$5.32K +284 +0.9%
GKWIM
566
Gerber Kawasaki Wealth & Investment Management
California
$586K +$115K +6,136 +24%
LF
567
LifeSteps Financial
California
$579K -$974 -52 -0.2%
BPWM
568
Badgley Phelps Wealth Managers
Washington
$579K – – –
API
569
Advisor Partners II
California
$579K – – –
DLCIG
570
D.L. Carlson Investment Group
New Hampshire
$578K +$52.7K +2,812 +10%
WANY
571
Wealthspire Advisors (New York)
New York
$578K +$225 +12 +0%
AFS
572
Access Financial Services
Minnesota
$574K +$10.5K +560 +2%
KeyBank National Association
573
KeyBank National Association
Ohio
$563K -$36.1K -1,928 -6%
CWC
574
Carolinas Wealth Consulting
North Carolina
$563K +$74.1K +3,952 +15%
CAI
575
Capital Advisors Inc
Oklahoma
$560K +$133K +7,076 +31%
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