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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 %
TA
601
TFB Advisors
Kansas
$498K +$498K +26,584 New
NCM
602
Northwest Capital Management
Oregon
$497K +$300 +16 +0.1%
MFG
603
Midwest Financial Group
Kansas
$488K +$49.2K +2,624 +11%
TPWM
604
Twelve Points Wealth Management
Massachusetts
$487K – – –
WFAG
605
Wescott Financial Advisory Group
Pennsylvania
$481K -$36.8K -1,964 -7%
TWA
606
TCI Wealth Advisors
Arizona
$478K +$3.22K +172 +0.7%
FRA
607
Front Row Advisors
California
$478K +$5.24K +280 +1%
MA
608
MONECO Advisors
Connecticut
$475K -$72.9K -3,892 -13%
CS
609
Capital Square
Tennessee
$474K +$19.1K +1,020 +4%
RA
610
Ruggaard & Associates
Ohio
$474K – – –
SWM
611
Spire Wealth Management
Virginia
$467K +$33.1K +1,768 +8%
SFG
612
Synergy Financial Group
California
$467K – – –
GCM
613
Gallacher Capital Management
Colorado
$467K +$600 +32 +0.1%
RJT
614
Raymond James Trust
Florida
$466K – – –
CI
615
Chartist Inc
California
$463K +$7.57K +208 +2%
MWM
616
MBE Wealth Management
Wisconsin
$459K – – –
IF
617
Integrity Financial
Wyoming
$457K +$34.4K +1,836 +8%
PJSIMP
618
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K +$453K +23,512 New
SC
619
Soundwatch Capital
Connecticut
$453K +$173K +9,244 +62%
WCM
620
Whitener Capital Management
North Carolina
$452K -$12.4K -664 -3%
SIA
621
Soltis Investment Advisors
Utah
$450K – – –
HAS
622
HBW Advisory Services
California
$440K +$440K +23,492 New
TF
623
Trek Financial
Arizona
$440K – – –
FWI
624
Facet Wealth Inc
Maryland
$436K +$910 +48 +0.2%
RA
625
Resolute Advisors
California
$431K +$525 +28 +0.1%
23 24
25
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