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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 %
RFN
551
RDA Financial Network
Iowa
$706K -$153K -8,416 -18%
IRC
552
Investors Research Corp
Georgia
$702K +$8.07K +444 +1%
AMG
553
Asset Management Group
Connecticut
$697K +$800 +44 +0.1%
ACM
554
AlphaStar Capital Management
North Carolina
$696K +$354K +19,204 +104%
GC
555
Gratus Capital
Georgia
$690K +$318K +17,476 +85%
EL
556
Essex LLC
Illinois
$689K -$6.18K -340 -0.9%
REMPR
557
Roof Eidam Maycock Peralta (REMP)
California
$688K – – –
LFA
558
LGT Financial Advisors
Texas
$687K -$137K -7,544 -17%
RWP
559
RWA Wealth Partners
Massachusetts
$685K +$40.7K +2,240 +6%
AWM
560
Axxcess Wealth Management
California
$685K +$13.6K +748 +2%
CA
561
CGN Advisors
Kansas
$681K +$345K +19,004 +103%
AWM
562
Aprio Wealth Management
Georgia
$676K – – –
SAM
563
SignalPoint Asset Management
Missouri
$675K +$99.2K +5,456 +17%
BBWP
564
Beacon Bridge Wealth Partners
Pennsylvania
$666K +$666K +36,644 New
TIM
565
Total Investment Management
Arizona
$664K -$58.5M -3,215,128 -99%
SF
566
Synovus Financial
Georgia
$662K +$662K +36,432 New
SFC
567
Strategic Financial Concepts
Texas
$659K +$172K +9,440 +35%
LFA
568
Legend Financial Advisors
Pennsylvania
$659K – – –
WA
569
Wealth Architects
California
$657K -$23.5K -1,292 -3%
PA
570
Parallel Advisors
California
$655K +$151K +8,324 +30%
WIC
571
Woodmont Investment Counsel
Tennessee
$653K -$9.96K -548 -2%
RF
572
RHS Financial
California
$653K +$320K +17,588 +96%
ST
573
Sabal Trust
Florida
$652K -$10.2K -560 -2%
CB
574
Commerce Bank
Missouri
$644K +$347K +19,112 +117%
CW
575
CIC Wealth
Maryland
$640K – – –
21 22
23
24 25