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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 %
DWM
651
Destination Wealth Management
California
$671K +$115K +5,556 +21%
CBFP
652
Cedar Brook Financial Partners
Ohio
$670K -$8.86K -424 -1%
PIMG
653
Patriot Investment Management Group
Tennessee
$664K -$49.9K -2,404 -7%
CG
654
Cynosure Group
Utah
$654K +$107K +5,136 +19%
LAIC
655
Lederer & Associates Investment Counsel
California
$650K +$10.7K +516 +2%
SAI
656
Savvy Advisors Inc
New York
$640K +$640K +30,864 New
LF
657
LifeSteps Financial
California
$639K +$249 +12 +0%
PJSIMP
658
P.J. Schmidt Investment Management (PJS)
Wisconsin
$639K +$64K +2,964 +11%
AWM
659
Abound Wealth Management
Tennessee
$635K +$12.8K +616 +2%
LJAC
660
L.J. Altfest & Co
New York
$633K -$24.7K -1,188 -4%
WP
661
WealthPLAN Partners
Nebraska
$631K +$5.56K +268 +0.9%
MPCA
662
Madison Park Capital Advisors
Washington
$631K +$631K +30,404 New
OL
663
Owen LaRue
Kentucky
$626K -$69.7K -3,360 -10%
CGA
664
Crescent Grove Advisors
Illinois
$621K +$621K +29,932 New
FAG
665
Fortitude Advisory Group
Washington
$620K -$11.7K -564 -2%
FWCM
666
Ferguson Wellman Capital Management
Oregon
$613K – – –
KPWS
667
Kestra Private Wealth Services
Texas
$608K +$297K +14,324 +95%
CSIC
668
Clifford Swan Investment Counsel
California
$608K -$4.48K -216 -0.7%
NAMNJ
669
NorthStar Asset Management (New Jersey)
New Jersey
$606K +$606K +29,236 New
SFG
670
SevenBridge Financial Group
Pennsylvania
$604K -$34.8K -1,676 -5%
MFG
671
Midwest Financial Group
Kansas
$604K +$47K +2,264 +8%
CIR
672
Clear Investment Research
Georgia
$601K -$14.5K -700 -2%
CCA
673
Clarity Capital Advisors
Florida
$599K +$599K +28,872 New
PA
674
Parallel Advisors
California
$597K -$150K -7,252 -20%
TSS
675
Two Sigma Securities
New York
$592K +$592K +28,560 New
25 26
27
28 29