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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 %
BC
626
Burney Company
Virginia
$429K – – –
FPAS
627
Focus Partners Advisor Solutions
Missouri
$428K +$428K +22,860 New
EK
628
Evensky & Katz
Florida
$428K -$55.8K -2,980 -12%
BFA
629
BMS Financial Advisors
South Dakota
$428K -$362K -19,312 -46%
RWM
630
RBA Wealth Management
California
$428K -$73.7K -3,936 -15%
WPC
631
Wedmont Private Capital
Pennsylvania
$427K +$3.6K +188 +0.9%
CAWM
632
Capital Advisors Wealth Management
Washington
$425K +$4.35K +232 +1%
SCM
633
SOL Capital Management
Maryland
$423K -$24.7K -1,320 -6%
KA
634
Klingman & Associates
New York
$422K – – –
FIA
635
Foundations Investment Advisors
Arizona
$420K +$420K +22,396 New
GG
636
Greenwood Gearhart
Arkansas
$418K +$12K +640 +3%
ICG
637
InterOcean Capital Group
Tennessee
$415K +$34K +1,812 +9%
TFS
638
Thoroughbred Financial Services
Tennessee
$415K +$9.97K +532 +2%
HWA
639
Heritage Wealth Advisors
Virginia
$414K – – –
GM
640
GeoWealth Management
Illinois
$414K -$38.1K -2,036 -8%
BNP Paribas Financial Markets
641
BNP Paribas Financial Markets
France
$413K +$413K +22,020 New
WLIM
642
White Lighthouse Investment Management
Massachusetts
$413K -$2.85K -152 -0.7%
CAM
643
Cubic Asset Management
Massachusetts
$408K – – –
SHJ
644
Sharkey, Howes & Javer
Colorado
$403K – – –
PCM
645
Pennsylvania Capital Management
Pennsylvania
$402K – – –
FHA
646
Flagship Harbor Advisors
Massachusetts
$401K +$450 +24 +0.1%
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$399K – – –
Empower Advisory Group
648
Empower Advisory Group
Colorado
$399K +$399K +21,296 New
AWA
649
Acorn Wealth Advisors
Michigan
$398K -$1.57K -84 -0.4%
NG
650
NWK Group
California
$395K – – –
24 25
26
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