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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 %
DWT
576
Dorsey & Whitney Trust
South Dakota
$639K -$19.2K -1,056 -3%
NHT
577
New Hampshire Trust
New Hampshire
$638K +$98.6K +5,424 +18%
KFA
578
Kelleher Financial Advisors
New York
$631K – – –
MTIC
579
Missouri Trust & Investment Company
Missouri
$631K – – –
HL
580
HeadInvest LLC
Maine
$629K – – –
PIMG
581
Patriot Investment Management Group
Tennessee
$626K -$60.4K -3,324 -9%
FLA
582
Financial Life Advisors
Texas
$625K -$5.09K -280 -0.8%
WAG
583
Windsor Advisory Group
Ohio
$621K – – –
RWM
584
Revisor Wealth Management
Ohio
$621K -$313K -17,208 -33%
KIA
585
KCM Investment Advisors
California
$621K – – –
AMCA
586
Arthur M. Cohen & Associates
Illinois
$620K – – –
NL
587
NWAM LLC
Washington
$620K -$995K -54,704 -62%
DBRC
588
D.B. Root & Company
Pennsylvania
$613K +$613K +33,728 New
OL
589
Owen LaRue
Kentucky
$610K -$11.1K -608 -2%
AC
590
AlphaCore Capital
California
$605K -$9.09K -500 -1%
AOWM
591
Alpha Omega Wealth Management
Virginia
$597K -$9.09K -500 -1%
CBFP
592
Cedar Brook Financial Partners
Ohio
$590K -$1.67M -92,016 -74%
GWM
593
Geneos Wealth Management
Colorado
$587K -$320K -17,588 -35%
WANY
594
Wealthspire Advisors (New York)
New York
$577K +$15.6K +860 +3%
LJAC
595
L.J. Altfest & Co
New York
$576K -$15.9K -876 -3%
Kovitz Investment Group Partners
596
Kovitz Investment Group Partners
Illinois
$575K -$63.4K -3,488 -10%
AFG
597
Atomi Financial Group
New York
$564K +$564K +31,036 New
API
598
Advisor Partners II
California
$561K – – –
LAIC
599
Lederer & Associates Investment Counsel
California
$561K +$23.5K +1,292 +4%
SFG
600
SevenBridge Financial Group
Pennsylvania
$560K -$18.1K -996 -3%
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