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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 %
NG
626
NWK Group
California
$344K – – –
GC
627
Gratus Capital
Georgia
$343K +$65 +4 +0%
YIH
628
Y-Intercept (HK)
Hong Kong
$339K +$339K +20,824 New
AWA
629
Arkadios Wealth Advisors
Georgia
$338K -$47.3K -2,904 -12%
PFP
630
Pinnacle Financial Partners
Tennessee
$338K -$11.8K -724 -3%
AFA
631
Atlas Financial Advisors
California
$337K +$12.3K +756 +4%
MAC
632
Mason & Associates (California)
California
$336K +$196 +12 +0.1%
TP
633
Tranquility Partners
Tennessee
$334K – – –
PFA
634
Petra Financial Advisors
Colorado
$333K -$332K -20,408 -50%
IWA
635
IVC Wealth Advisors
Pennsylvania
$332K – – –
ICG
636
InterOcean Capital Group
Tennessee
$332K -$11.3K -696 -3%
APW
637
Aurora Private Wealth
New Jersey
$326K -$19.6K -1,200 -6%
1832 Asset Management
638
1832 Asset Management
Ontario, Canada
$322K – – –
BDFN
639
Bond & Devick Financial Network
Minnesota
$321K – – –
Fifth Third Bancorp
640
Fifth Third Bancorp
Ohio
$319K -$18.5K -1,136 -5%
PGAM
641
Princeton Global Asset Management
New Jersey
$319K -$65 -4 -0%
ACM
642
AlphaStar Capital Management
North Carolina
$318K -$40.6K -2,168 -11%
FFS
643
Founders Financial Securities
Maryland
$317K -$48.9K -3,000 -13%
BWA
644
Beam Wealth Advisors
Louisiana
$316K +$58.2K +3,572 +23%
BAWC
645
Boyce & Associates Wealth Consulting
Texas
$314K +$325 +20 +0.1%
PAM
646
Private Asset Management
California
$314K – – –
RC
647
Roundview Capital
New Jersey
$312K +$261 +16 +0.1%
MW
648
Marcum Wealth
Ohio
$312K – – –
CIA
649
Capital Investment Advisors
Georgia
$311K -$51.7K -3,176 -14%
GCM
650
G2 Capital Management
Ohio
$311K – – –
24 25
26
27 28