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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 %
ABC
626
Associated Banc-Corp
Wisconsin
$493K – – –
ICG
627
InterOcean Capital Group
Tennessee
$493K +$89.7K +4,936 +22%
GM
628
GeoWealth Management
Illinois
$490K +$86.6K +4,756 +21%
PJSIMP
629
P.J. Schmidt Investment Management (PJS)
Wisconsin
$489K +$57.3K +3,120 +13%
MFG
630
Midwest Financial Group
Kansas
$488K +$14.7K +808 +3%
MWM
631
Mission Wealth Management
California
$488K -$394K -21,700 -45%
DWM
632
Destination Wealth Management
California
$487K -$24.1K -1,328 -5%
GPA
633
Guerra Pan Advisors
New Jersey
$486K +$143K +7,864 +42%
KP
634
Keel Point
Alabama
$483K -$30.1K -1,656 -6%
NCM
635
Northwest Capital Management
Oregon
$482K +$218 +12 +0%
CG
636
Cynosure Group
Utah
$480K +$151K +8,316 +46%
AO
637
Advisor OS
Illinois
$478K -$12.7K -700 -3%
CPSAC
638
Chas P. Smith & Associates (CPS)
Florida
$477K +$131K +7,240 +38%
CIA
639
Capital Investment Advisors
Georgia
$474K +$91.6K +5,040 +24%
WFAG
640
Wescott Financial Advisory Group
Pennsylvania
$473K +$6.69K +368 +1%
SAS
641
SMI Advisory Services
Indiana
$472K +$472K +24,468 New
OAJ
642
Ogorek Anthony Joseph
New York
$472K -$30.2K -1,660 -6%
SWM
643
Spire Wealth Management
Virginia
$471K +$17.5K +960 +4%
RMA
644
Roffman Miller Associates
Pennsylvania
$467K +$102K +5,632 +28%
FRA
645
Front Row Advisors
California
$464K – – –
AWA
646
Arkadios Wealth Advisors
Georgia
$463K +$111K +6,104 +32%
TWA
647
TCI Wealth Advisors
Arizona
$461K -$2.55K -140 -0.5%
RA
648
Ruggaard & Associates
Ohio
$460K – – –
FPAS
649
Focus Partners Advisor Solutions
Missouri
$459K +$42.9K +2,360 +10%
WCM
650
Whitener Capital Management
North Carolina
$455K +$16.5K +908 +4%
24 25
26
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