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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 %
Fisher Asset Management
651
Fisher Asset Management
Washington
$454K -$271K -14,920 -37%
GCM
652
Gallacher Capital Management
Colorado
$453K +$509 +28 +0.1%
RIA
653
Regal Investment Advisors
Michigan
$445K +$180K +9,896 +68%
TF
654
Trek Financial
Arizona
$445K +$18.1K +996 +4%
WPC
655
Wedmont Private Capital
Pennsylvania
$441K +$24.6K +1,316 +6%
CAWM
656
Capital Advisors Wealth Management
Washington
$438K +$25.6K +1,408 +6%
MWM
657
MBE Wealth Management
Wisconsin
$433K -$13.1K -720 -3%
Russell Investments Group
658
Russell Investments Group
United Kingdom
$425K +$425K +23,392 New
TFS
659
Thoroughbred Financial Services
Tennessee
$425K +$22.5K +1,236 +6%
TP
660
Tranquility Partners
Tennessee
$423K +$49.9K +2,744 +13%
IF
661
Integrity Financial
Wyoming
$422K -$21.1K -1,160 -5%
BFG
662
Beacon Financial Group
Texas
$421K -$141K -7,364 -25%
FWI
663
Facet Wealth Inc
Maryland
$418K +$5.87K +328 +1%
GG
664
Greenwood Gearhart
Arkansas
$418K +$12.3K +676 +3%
BC
665
Burney Company
Virginia
$416K – – –
CWM
666
Cabot Wealth Management
Massachusetts
$416K -$86.6K -4,764 -17%
CAI
667
Capital Advisors Inc
Oklahoma
$415K -$129K -7,076 -24%
EK
668
Evensky & Katz
Florida
$414K -$1.45K -80 -0.4%
SA
669
SRH Advisors
Kansas
$414K – – –
SFG
670
Synergy Financial Group
California
$413K -$39.9K -2,196 -9%
SC
671
Soundwatch Capital
Connecticut
$411K -$28.1K -1,544 -6%
MFG
672
Merit Financial Group
Georgia
$411K -$706K -38,816 -63%
HAS
673
HBW Advisory Services
California
$411K -$16.1K -884 -4%
SCM
674
SOL Capital Management
Maryland
$410K -$728 -40 -0.2%
AWM
675
Aspire Wealth Management
Massachusetts
$410K -$403K -22,144 -50%
25 26
27
28 29