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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 %
CIA
651
Capital Investment Advisors
Georgia
$395K +$37.3K +1,988 +10%
AFA
652
Atlas Financial Advisors
California
$391K +$2.7K +144 +0.7%
AWM
653
Accurate Wealth Management
Florida
$387K -$65.5K -3,416 -14%
BAM
654
Belpointe Asset Management
Nevada
$386K -$758K -40,452 -66%
TP
655
Tranquility Partners
Tennessee
$384K – – –
GC
656
Gratus Capital
Georgia
$384K -$10.4K -556 -3%
IWA
657
IVC Wealth Advisors
Pennsylvania
$382K – – –
RMA
658
Roffman Miller Associates
Pennsylvania
$376K -$35.8K -1,908 -9%
APW
659
Aurora Private Wealth
New Jersey
$375K +$450 +24 +0.1%
BWA
660
Beam Wealth Advisors
Louisiana
$375K +$11.8K +628 +3%
ACA
661
Aptus Capital Advisors
Alabama
$371K +$107K +5,708 +40%
SA
662
SRH Advisors
Kansas
$371K – – –
1832 Asset Management
663
1832 Asset Management
Ontario, Canada
$370K – – –
BDFN
664
Bond & Devick Financial Network
Minnesota
$370K – – –
BAWC
665
Boyce & Associates Wealth Consulting
Texas
$363K +$375 +20 +0.1%
AWA
666
Arkadios Wealth Advisors
Georgia
$363K -$26.2K -1,396 -7%
PAM
667
Private Asset Management
California
$361K – – –
OFG
668
Omega Financial Group
California
$359K +$6.75K +360 +2%
RC
669
Roundview Capital
New Jersey
$359K – – –
MW
670
Marcum Wealth
Ohio
$359K – – –
CPSAC
671
Chas P. Smith & Associates (CPS)
Florida
$356K – – –
VAS
672
Valicenti Advisory Services
New York
$354K -$225 -12 -0.1%
GPA
673
Guerra Pan Advisors
New Jersey
$353K +$353K +18,864 New
CIBC Private Wealth Group
674
CIBC Private Wealth Group
Georgia
$352K +$28.9K +1,540 +9%
PFP
675
Pinnacle Financial Partners
Tennessee
$349K -$40.3K -2,152 -10%
25 26
27
28 29