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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 %
LF
601
LifeSteps Financial
California
$560K -$1.96K -108 -0.3%
FAG
602
Fortitude Advisory Group
Washington
$553K -$171K -9,404 -24%
BPWM
603
Badgley Phelps Wealth Managers
Washington
$551K -$10.9K -600 -2%
DLCIG
604
D.L. Carlson Investment Group
New Hampshire
$551K -$10.2K -560 -2%
RFA
605
Resurgent Financial Advisors
Georgia
$550K +$412K +22,660 +298%
AP
606
Adero Partners
California
$549K -$30.4K -1,672 -5%
WP
607
WealthPLAN Partners
Nebraska
$549K +$9.45K +520 +2%
AFS
608
Access Financial Services
Minnesota
$547K -$10.2K -560 -2%
AWM
609
Abound Wealth Management
Tennessee
$545K +$11.3K +620 +2%
CIR
610
Clear Investment Research
Georgia
$540K +$2.76K +152 +0.5%
FWCM
611
Ferguson Wellman Capital Management
Oregon
$537K – – –
CSIC
612
Clifford Swan Investment Counsel
California
$537K -$4.22K -232 -0.8%
RJT
613
Raymond James Trust
Florida
$535K +$83K +4,564 +18%
CWC
614
Carolinas Wealth Consulting
North Carolina
$528K -$9.88K -552 -2%
LRPA
615
L. Roy Papp & Associates
Arizona
$520K -$3.2K -176 -0.6%
FWM
616
Focused Wealth Management
New York
$520K -$153K -8,420 -23%
EW
617
Element Wealth
Mississippi
$515K -$23.3K -1,280 -4%
LFS
618
Lutz Financial Services
Nebraska
$510K -$20K -1,100 -4%
JIR
619
James Investment Research
Ohio
$509K +$171K +9,424 +51%
TPWM
620
Twelve Points Wealth Management
Massachusetts
$507K +$35K +1,924 +7%
SIA
621
Soltis Investment Advisors
Utah
$505K +$69K +3,796 +16%
CIP
622
Capital Insight Partners
Arizona
$504K -$34.8K -1,912 -6%
SAM
623
Silvercrest Asset Management
New York
$504K – – –
GA
624
Goldstein Advisors
Wisconsin
$503K – – –
RW
625
REDW Wealth
New Mexico
$503K – – –
23 24
25
26 27