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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 %
CSIC
576
Clifford Swan Investment Counsel
California
$558K +$15.3K +816 +3%
NHT
577
New Hampshire Trust
New Hampshire
$556K -$12.1K -644 -2%
WP
578
WealthPLAN Partners
Nebraska
$556K -$37.5K -2,004 -6%
CIP
579
Capital Insight Partners
Arizona
$555K -$1.8K -96 -0.3%
EW
580
Element Wealth
Mississippi
$555K +$18.2K +972 +3%
LAIC
581
Lederer & Associates Investment Counsel
California
$554K -$85.9K -4,580 -13%
FWCM
582
Ferguson Wellman Capital Management
Oregon
$554K – – –
CIR
583
Clear Investment Research
Georgia
$554K +$59.7K +3,184 +12%
AWM
584
Abound Wealth Management
Tennessee
$551K +$152K +8,112 +38%
LFS
585
Lutz Financial Services
Nebraska
$547K – – –
BFG
586
Beacon Financial Group
Texas
$541K +$3.62K +196 +0.7%
LRPA
587
L. Roy Papp & Associates
Arizona
$539K – – –
SIS
588
Strategic Investment Solutions
Illinois
$534K – – –
KP
589
Keel Point
Alabama
$529K -$176K -9,412 -25%
GC
590
Gilbert & Cook
Iowa
$529K +$529K +28,224 New
DWM
591
Destination Wealth Management
California
$527K -$1.12K -60 -0.2%
SAM
592
Silvercrest Asset Management
New York
$520K – – –
PA
593
Parallel Advisors
California
$519K +$97.7K +5,216 +23%
GA
594
Goldstein Advisors
Wisconsin
$519K – – –
RW
595
REDW Wealth
New Mexico
$518K +$518K +27,668 New
CWM
596
Cabot Wealth Management
Massachusetts
$518K -$5.92K -316 -1%
OAJ
597
Ogorek Anthony Joseph
New York
$517K +$225 +12 +0%
ABC
598
Associated Banc-Corp
Wisconsin
$509K – – –
AO
599
Advisor OS
Illinois
$506K +$6.75K +360 +1%
SFC
600
Strategic Financial Concepts
Texas
$503K +$84.2K +4,492 +20%
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