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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 %
WIP
676
WealthCare Investment Partners
Rhode Island
$269K +$269K +16,532 New
LF
677
Lantz Financial
Illinois
$268K -$10.1K -620 -4%
MSS
678
Mitchell Sinkler & Starr
Pennsylvania
$268K +$268K +16,472 New
SI
679
Stephens Inc
Arkansas
$268K +$3.58K +220 +1%
MCC
680
Money Concepts Capital
Florida
$265K +$15.6K +7,692 +6%
ACA
681
Ascension Capital Advisors
Texas
$265K +$7.23K +444 +3%
WCFA
682
Walkner Condon Financial Advisors
Wisconsin
$264K +$14.3K +876 +6%
Bank of New York Mellon
683
Bank of New York Mellon
New York
$264K +$130 +8 +0%
FPW
684
Flagship Private Wealth
Massachusetts
$262K – – –
IF
685
Ironwood Financial
Arizona
$262K – – –
AIM
686
AHL Investment Management
Florida
$261K – – –
AAS
687
Annex Advisory Services
Wisconsin
$261K -$14.2K -872 -5%
FFA
688
Farther Finance Advisors
California
$261K +$44K +2,700 +20%
AMM
689
American Money Management
California
$260K +$261 +16 +0.1%
MC
690
Montag & Caldwell
Georgia
$258K – – –
PFA
691
Pure Financial Advisors
California
$255K +$255K +15,676 New
DAM
692
Delta Asset Management
Tennessee
$255K +$19.6K +1,200 +8%
BB
693
Bell Bank
North Dakota
$253K -$1.4M -85,704 -85%
FCA
694
FinTrust Capital Advisors
South Carolina
$251K – – –
TI
695
Truepoint Inc
Ohio
$251K +$251K +15,408 New
VHAM
696
Van Hulzen Asset Management
California
$250K – – –
SSWM
697
Smith Salley Wealth Management
North Carolina
$248K -$3.45K -212 -1%
AGA
698
Arkos Global Advisors
Texas
$248K – – –
RWM
699
Ritholtz Wealth Management
New York
$246K -$65 -4 -0%
SLWA
700
San Luis Wealth Advisors
California
$246K +$246K +15,068 New
26 27
28
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