SCHG icon

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 %
PL
576
Plancorp LLC
Missouri
$948K – – –
SFG
577
Sovereign Financial Group
Connecticut
$948K -$20.5K -988 -2%
KWM
578
Keebeck Wealth Management
Illinois
$943K +$23.8K +1,148 +3%
RFN
579
RDA Financial Network
Iowa
$932K +$127K +6,112 +16%
NHT
580
New Hampshire Trust
New Hampshire
$922K +$193K +9,328 +27%
JC
581
Jentner Corp
Ohio
$913K -$28.1K -1,356 -3%
VFA
582
Valeo Financial Advisors
Indiana
$905K -$49.5K -2,388 -5%
TA
583
TrueWealth Advisors
Alabama
$903K -$105K -5,068 -10%
WANY
584
Wealthspire Advisors (New York)
New York
$902K +$244K +11,760 +37%
HF
585
Halpern Financial
Virginia
$899K – – –
PPC
586
Park Place Capital
Alabama
$895K +$809K +39,000 +937%
UB
587
UMB Bank
Missouri
$895K -$42.6K -2,056 -5%
RIA
588
Regal Investment Advisors
Michigan
$887K +$379K +18,292 +75%
AI
589
Accredited Investors
Minnesota
$873K – – –
AFG
590
Alterity Financial Group
Maine
$873K -$21.7K -1,044 -2%
CWM
591
Cedar Wealth Management
California
$870K +$56.2K +2,708 +7%
CCB
592
Cutter & Co Brokerage
Missouri
$870K +$9.21K +444 +1%
AA
593
Ancora Advisors
Ohio
$866K +$1.08K +52 +0.1%
GC
594
Gilbert & Cook
Iowa
$864K -$52.4K -2,528 -6%
KeyBank National Association
595
KeyBank National Association
Ohio
$862K +$470K +22,664 +120%
MIM
596
Macroview Investment Management
Maryland
$857K +$804K +38,744 +1,513%
RJT
597
Raymond James Trust
Florida
$856K +$246K +11,844 +40%
AA
598
Apriem Advisors
California
$853K -$1.66K -80 -0.2%
Brown Advisory
599
Brown Advisory
Maryland
$846K -$370K -17,848 -30%
KJWM
600
Kiley Juergens Wealth Management
Washington
$846K -$20.4K -984 -2%
22 23
24
25 26