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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 %
EK
576
Evensky & Katz
Florida
$421K +$48.6K +2,984 +13%
TWA
577
TCI Wealth Advisors
Arizona
$413K -$45.1K -2,768 -10%
RA
578
Ruggaard & Associates
Ohio
$412K +$412K +25,280 New
FRA
579
Front Row Advisors
California
$411K +$65.8K +4,040 +19%
GKWIM
580
Gerber Kawasaki Wealth & Investment Management
California
$410K – – –
JIR
581
James Investment Research
Ohio
$407K +$124K +7,624 +44%
SFG
582
Synergy Financial Group
California
$406K – – –
GCM
583
Gallacher Capital Management
Colorado
$405K +$521 +32 +0.1%
RJT
584
Raymond James Trust
Florida
$405K – – –
WCM
585
Whitener Capital Management
North Carolina
$404K -$11.9K -732 -3%
MWM
586
MBE Wealth Management
Wisconsin
$399K -$5.15K -316 -1%
CS
587
Capital Square
Tennessee
$394K +$37.8K +2,328 +11%
GM
588
GeoWealth Management
Illinois
$393K +$393K +24,176 New
SIA
589
Soltis Investment Advisors
Utah
$391K – – –
SCM
590
SOL Capital Management
Maryland
$389K +$1.96K +120 +0.5%
AA
591
Apriem Advisors
California
$388K +$21.8K +1,340 +6%
CB
592
Commerce Bank
Missouri
$388K -$44.6K -2,740 -10%
AWM
593
Accurate Wealth Management
Florida
$383K -$1.43K -88 -0.4%
TF
594
Trek Financial
Arizona
$383K -$20.4K -1,252 -5%
MFG
595
Midwest Financial Group
Kansas
$381K +$381K +23,404 New
SWM
596
Spire Wealth Management
Virginia
$377K +$175K +10,760 +87%
FWI
597
Facet Wealth Inc
Maryland
$374K – – –
RA
598
Resolute Advisors
California
$374K +$374K +22,964 New
BC
599
Burney Company
Virginia
$373K – – –
CAI
600
Capital Advisors Inc
Oklahoma
$371K +$86K +5,280 +30%
22 23
24
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