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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
$256M
2
Morgan Stanley
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
4
FMP
Financial Management Professionals
Texas
$35.5M
5
OCM
One Capital Management
California
$41.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.08B
3
FEG
Fund Evaluation Group
Ohio
$181M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
SEI Investments
Pennsylvania
$643M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
676
James Investment Research
Ohio
$348K -$120K -6,404 -26%
ACM
677
AlphaStar Capital Management
North Carolina
$347K +$27.7K +1,480 +9%
SIMG
678
Sonora Investment Management Group
Arizona
$346K +$375 +20 +0.1%
CA
679
CGN Advisors
Kansas
$346K +$7.05K +376 +2%
ZIM
680
Zacks Investment Management
Illinois
$344K +$824 +44 +0.2%
RF
681
RHS Financial
California
$343K +$343K +18,328 New
GLA
682
Good Life Advisors
Pennsylvania
$343K +$3.37K +180 +1%
AFA
683
Alpha Financial Advisors
North Carolina
$343K – – –
TPW
684
Tiller Private Wealth
Pennsylvania
$340K – – –
PGAM
685
Princeton Global Asset Management
New Jersey
$339K -$28.1K -1,500 -8%
MSS
686
Mitchell Sinkler & Starr
Pennsylvania
$339K +$30.4K +1,620 +10%
HI
687
Hoey Investments
Pennsylvania
$339K +$75.5K +4,032 +29%
CG
688
Cynosure Group
Utah
$338K +$338K +18,064 New
IF
689
Intrua Financial
Texas
$338K +$22.6K +1,204 +7%
MI
690
Moneywise Inc
Virginia
$338K -$7.05K -376 -2%
SI
691
Stephens Inc
Arkansas
$334K +$25.9K +1,380 +8%
MFG
692
MidWestOne Financial Group
Iowa
$323K – – –
AF
693
Affiance Financial
Minnesota
$322K -$4.87K -260 -1%
GWA
694
Geometric Wealth Advisors
District of Columbia
$320K – – –
IF
695
Ironwood Financial
Arizona
$320K +$18.7K +1,000 +6%
HKIMG
696
Hutchens & Kramer Investment Management Group
Indiana
$319K +$39.1K +2,088 +14%
HIP
697
HUB Investment Partners
Texas
$318K -$23.4K -1,248 -7%
AG
698
Advocate Group
Minnesota
$316K – – –
WP
699
Westmount Partners
California
$315K -$7.35K -392 -2%
WIP
700
WealthCare Investment Partners
Rhode Island
$310K +$375 +20 +0.1%
26 27
28
29 30