SCHG icon

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 %
EL
626
Essex LLC
Illinois
$754K -$32.3K -1,556 -4%
WA
627
Wealth Architects
California
$749K +$83 +4 +0%
NB
628
NBT Bank
New York
$745K +$745K +35,920 New
ST
629
Sabal Trust
Florida
$743K – – –
WIC
630
Woodmont Investment Counsel
Tennessee
$741K -$4.15K -200 -0.6%
LFA
631
LGT Financial Advisors
Texas
$739K -$44.9K -2,164 -6%
DWT
632
Dorsey & Whitney Trust
South Dakota
$729K – – –
CB
633
Commerce Bank
Missouri
$721K -$13.6K -656 -2%
KFA
634
Kelleher Financial Advisors
New York
$720K – – –
MTIC
635
Missouri Trust & Investment Company
Missouri
$719K – – –
WAG
636
Windsor Advisory Group
Ohio
$709K – – –
KIA
637
KCM Investment Advisors
California
$708K – – –
FLA
638
Financial Life Advisors
Texas
$706K -$7.3K -352 -1%
BPWM
639
Badgley Phelps Wealth Managers
Washington
$693K +$64K +3,084 +10%
FIM
640
Freedom Investment Management
Connecticut
$692K +$692K +33,380 New
GWM
641
Geneos Wealth Management
Colorado
$691K +$21.2K +1,024 +3%
KP
642
Keel Point
Alabama
$690K +$139K +6,680 +25%
AC
643
AlphaCore Capital
California
$683K -$6.81K -328 -1%
LFA
644
Legend Financial Advisors
Pennsylvania
$680K -$71.6K -3,452 -10%
AOWM
645
Alpha Omega Wealth Management
Virginia
$679K -$1.99K -96 -0.3%
CW
646
CIC Wealth
Maryland
$679K -$50.8K -2,448 -7%
ATI
647
ARK & TLK Investments
Oklahoma
$678K +$678K +32,696 New
HL
648
HeadInvest LLC
Maine
$677K -$34K -1,640 -5%
RFA
649
Resurgent Financial Advisors
Georgia
$676K +$48.3K +2,328 +8%
JIR
650
James Investment Research
Ohio
$674K +$93.9K +4,528 +16%
24 25
26
27 28