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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 %
IC
651
IEQ Capital
California
$310K +$65.5K +4,020 +27%
CPSAC
652
Chas P. Smith & Associates (CPS)
Florida
$310K – – –
VAS
653
Valicenti Advisory Services
New York
$308K -$158K -9,712 -34%
OFG
654
Omega Financial Group
California
$307K +$2.15K +132 +0.7%
SIMG
655
Sonora Investment Management Group
Arizona
$301K +$326 +20 +0.1%
MI
656
Moneywise Inc
Virginia
$300K -$977 -60 -0.3%
ZIM
657
Zacks Investment Management
Illinois
$299K -$24.5K -1,504 -8%
AFA
658
Alpha Financial Advisors
North Carolina
$298K – – –
CCG
659
Coastwise Capital Group
California
$297K -$36.9K -2,264 -11%
HIP
660
HUB Investment Partners
Texas
$297K +$297K +18,212 New
TPW
661
Tiller Private Wealth
Pennsylvania
$295K -$78.2K -4,800 -21%
GLA
662
Good Life Advisors
Pennsylvania
$295K +$2.15K +132 +0.7%
CA
663
CGN Advisors
Kansas
$295K -$16.9K -1,040 -5%
OWP
664
Obermeyer Wealth Partners
Colorado
$294K -$15.9K -976 -5%
FWM
665
Finer Wealth Management
Massachusetts
$293K -$1.96K -120 -0.7%
AF
666
Affiance Financial
Minnesota
$284K -$1.52M -93,184 -84%
CIBC Private Wealth Group
667
CIBC Private Wealth Group
Georgia
$281K – – –
WP
668
Westmount Partners
California
$281K -$16.3K -1,000 -5%
MFG
669
MidWestOne Financial Group
Iowa
$281K +$281K +17,220 New
IF
670
Intrua Financial
Texas
$281K -$6.07K -364 -2%
SFS
671
Sowell Financial Services
Arkansas
$278K -$551K -33,744 -66%
BWM
672
Baystate Wealth Management
Massachusetts
$277K -$5.67K -348 -2%
AG
673
Advocate Group
Minnesota
$274K – – –
GWA
674
Geometric Wealth Advisors
District of Columbia
$274K – – –
DIS
675
Diversified Investment Strategies
Louisiana
$272K +$272K +16,672 New
25 26
27
28 29