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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 %
SA
601
SRH Advisors
Kansas
$371K – – –
IF
602
Integrity Financial
Wyoming
$367K +$33K +2,024 +10%
KA
603
Klingman & Associates
New York
$367K – – –
PA
604
Parallel Advisors
California
$366K +$53.2K +3,264 +17%
CAWM
605
Capital Advisors Wealth Management
Washington
$366K +$16.3K +1,000 +5%
SFC
606
Strategic Financial Concepts
Texas
$364K +$364K +22,332 New
GWM
607
GDS Wealth Management
Texas
$362K – – –
WLIM
608
White Lighthouse Investment Management
Massachusetts
$361K +$27.5K +1,688 +8%
MFG
609
Merit Financial Group
Georgia
$361K -$11.1K -680 -3%
HWA
610
Heritage Wealth Advisors
Virginia
$360K -$21.1K -1,296 -6%
DFG
611
Delta Financial Group
New Jersey
$360K +$80.3K +4,932 +29%
WPC
612
Wedmont Private Capital
Pennsylvania
$358K +$519 +32 +0.1%
WP
613
WealthSource Partners
California
$358K +$7.89K +484 +2%
RMA
614
Roffman Miller Associates
Pennsylvania
$358K -$29.3K -1,800 -8%
Fisher Asset Management
615
Fisher Asset Management
Washington
$358K +$358K +21,944 New
C
616
CEDRUS
Colorado
$355K +$14.3K +880 +4%
CAM
617
Cubic Asset Management
Massachusetts
$355K – – –
GG
618
Greenwood Gearhart
Arkansas
$353K +$19.9K +1,224 +6%
TFS
619
Thoroughbred Financial Services
Tennessee
$352K +$352K +21,620 New
SHJ
620
Sharkey, Howes & Javer
Colorado
$351K +$36.2K +2,224 +12%
PCM
621
Pennsylvania Capital Management
Pennsylvania
$350K – – –
FHA
622
Flagship Harbor Advisors
Massachusetts
$348K +$456 +28 +0.1%
AWA
623
Acorn Wealth Advisors
Michigan
$348K +$9.91K +608 +3%
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$347K – – –
AWM
625
Abound Wealth Management
Tennessee
$347K +$11.3K +692 +3%
23 24
25
26 27