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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 %
Comerica Bank
551
Comerica Bank
Texas
$1.15M +$62K +2,988 +6%
JCFM
552
JBR Co Financial Management
Oklahoma
$1.14M +$1.14M +55,068 New
PNC Financial Services Group
553
PNC Financial Services Group
Pennsylvania
$1.14M +$27.2K +1,312 +2%
FTS
554
Fifth Third Securities
Ohio
$1.13M -$66.5K -3,204 -6%
FC
555
Fusion Capital
South Carolina
$1.12M -$49.5K -2,388 -4%
CAS
556
Coppell Advisory Solutions
Texas
$1.12M +$1.11M +53,724 +61,050%
Citigroup
557
Citigroup
New York
$1.1M +$1.06M +51,068 +2,338%
ONB
558
Old National Bancorp
Indiana
$1.09M – – –
SPIA
559
Steward Partners Investment Advisory
New York
$1.08M +$63.2K +3,048 +6%
IW
560
Imprint Wealth
South Carolina
$1.06M -$67.9K -3,264 -6%
SNBOSD
561
Security National Bank of So Dak
Iowa
$1.06M – – –
OFG
562
Oxford Financial Group
Indiana
$1.04M – – –
CWM
563
Castle Wealth Management
Florida
$1.04M -$10.6K -512 -1%
GWM
564
Gray Wealth Management
Maine
$1.04M -$48.1K -2,320 -4%
CIBC Private Wealth Group
565
CIBC Private Wealth Group
Georgia
$1.03M -$46.4K -2,236 -4%
APCM
566
Alaska Permanent Capital Management
Alaska
$1.03M -$979K -47,196 -49%
HC
567
Hoese & Co
Minnesota
$1M – – –
IAP
568
Indie Asset Partners
Indiana
$993K +$34.6K +1,668 +4%
ICM
569
Islay Capital Management
Texas
$990K – – –
BWM
570
BCS Wealth Management
Tennessee
$988K -$2.24K -108 -0.2%
MLA
571
My Legacy Advisors
Oregon
$983K -$449K -21,464 -31%
RWM
572
Revisor Wealth Management
Ohio
$979K +$270K +13,024 +38%
CAM
573
Cozad Asset Management
Illinois
$965K -$12.9K -620 -1%
MWP
574
Madison Wealth Partners
Wisconsin
$960K +$960K +46,284 New
WC
575
Waterloo Capital
Texas
$948K +$19.8K +956 +2%
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