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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 %
FA
601
FSA Advisors
Michigan
$846K +$846K +40,784 New
BWA
602
Burt Wealth Advisors
Maryland
$837K -$50.5K -2,436 -6%
IRC
603
Investors Research Corp
Georgia
$837K +$35.6K +1,716 +4%
HWA
604
Hilltop Wealth Advisors
North Carolina
$834K -$21.7K -1,044 -3%
SFS
605
Summit Financial Strategies
Ohio
$834K +$1.16K +56 +0.1%
KCM
606
Kathmere Capital Management
Pennsylvania
$832K -$5.56K -268 -0.7%
RMA
607
Roffman Miller Associates
Pennsylvania
$830K +$298K +14,356 +56%
CGFA
608
Colton Groome Financial Advisors
North Carolina
$829K -$63.9K -3,080 -7%
TIAA Trust, National Association
609
TIAA Trust, National Association
North Carolina
$825K -$162K -7,804 -16%
SIS
610
Strategic Investment Solutions
Illinois
$824K -$51.2M -2,469,028 -98%
GFG
611
Goldstone Financial Group
Illinois
$812K -$242K -11,648 -23%
OC
612
Oarsman Capital
Wisconsin
$810K -$913 -44 -0.1%
AMG
613
Asset Management Group
Connecticut
$796K +$996 +48 +0.1%
SFG
614
Sunburst Financial Group
Alabama
$795K -$77.5K -3,736 -9%
REMPR
615
Roof Eidam Maycock Peralta (REMP)
California
$793K +$8.3K +400 +1%
RWA
616
Redhawk Wealth Advisors
Minnesota
$782K -$900K -43,400 -54%
RWP
617
RWA Wealth Partners
Massachusetts
$781K -$332 -16 -0%
SAM
618
SignalPoint Asset Management
Missouri
$781K +$11.8K +568 +2%
WMWM
619
Whitaker-Myers Wealth Managers
Ohio
$779K -$164K -7,928 -17%
GI
620
GS Investments
Minnesota
$771K +$525K +25,292 +213%
AWM
621
Aprio Wealth Management
Georgia
$771K – – –
AMCA
622
Arthur M. Cohen & Associates
Illinois
$767K +$59.6K +2,872 +8%
EWM
623
Empirical Wealth Management
Washington
$766K -$128K -6,168 -14%
CIA
624
Capital Investment Advisors
Georgia
$764K +$223K +10,740 +41%
GC
625
Gratus Capital
Georgia
$763K -$24K -1,156 -3%
23 24
25
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