We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

971 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, 361 increasing their positions, 371 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $8.46M | Put options by funds: $2.62M

102% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 44

3% more funds holding

Funds holding: 942971 (+29)

0.05% more ownership

Funds ownership: 231.8%231.85% (+0.05%)

2% less capital invested

Capital invested by funds: $11.2B → $10.9B (-$260M)

3% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 371

3% less funds holding in top 10

Funds holding in top 10: 154149 (-5)

Holders
971
Holders Change
+29
Holders Change %
+3.08%
% of All Funds
15.41%
Holding in Top 10
149
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.25%
% of All Funds
2.36%
New
89
Increased
361
Reduced
371
Closed
44
Calls
$8.46M
Puts
$2.62M
Net Calls
+$5.84M
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
676
HBW Advisory Services
California
$411K -$16.6K -884 -4%
SCM
677
SOL Capital Management
Maryland
$410K -$753 -40 -0.2%
AWM
678
Aspire Wealth Management
Massachusetts
$410K -$417K -22,144 -50%
GKWIM
679
Gerber Kawasaki Wealth & Investment Management
California
$410K -$165K -8,744 -28%
AWA
680
Acorn Wealth Advisors
Michigan
$410K +$23.9K +1,272 +6%
KA
681
Klingman & Associates
New York
$409K
AIM
682
Avity Investment Management
Connecticut
$407K -$1.44M -76,532 -77%
CA
683
Clearstead Advisors
Ohio
$406K +$264K +14,044 +170%
HWA
684
Heritage Wealth Advisors
Virginia
$402K
EFS
685
Econ Financial Services
Pennsylvania
$401K +$415K +22,052 New
SI
686
Stephens Inc
Arkansas
$397K +$75.1K +3,988 +22%
CAM
687
Cubic Asset Management
Massachusetts
$396K
BWA
688
Beam Wealth Advisors
Louisiana
$392K +$29.7K +1,576 +8%
DFG
689
Delta Financial Group
New Jersey
$392K +$406K +21,588 New
PCM
690
Pennsylvania Capital Management
Pennsylvania
$391K
RWM
691
RBA Wealth Management
California
$389K -$27.3K -1,452 -6%
WLIM
692
White Lighthouse Investment Management
Massachusetts
$388K -$12.6K -668 -3%
FMII
693
Farmers & Merchants Investments Inc
Nebraska
$387K
Empower Advisory Group
694
Empower Advisory Group
Colorado
$386K -$979 -52 -0.2%
MA
695
MONECO Advisors
Connecticut
$384K -$79.3K -4,212 -17%
NG
696
NWK Group
California
$380K -$3.99K -212 -1%
NS
697
NBC Securities
Alabama
$375K +$389K +20,644 New
CFO
698
Collective Family Office
Pennsylvania
$374K +$105K +5,600 +37%
IWA
699
IVC Wealth Advisors
Pennsylvania
$365K -$6.17K -328 -2%
GI
700
GAMCO Investors
Connecticut
$364K +$376K +20,000 New

SCHG Hedge Fund Activity: Q3 2023 in Review

971 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2023, worth a combined $10.9B — down 2.3% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SCHG positions and 44 closed out — a net gain of 45 holders — while 361 added to existing stakes and 371 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $81.4M. The largest seller was Financial Engines Advisors, cutting an estimated $125M.

  • 971 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2023, up from 942 in Q2 2023.
  • Funds reported $10.9B of Schwab US Large-Cap Growth ETF stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 89 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2023 and 44 closed out, a net change of +45 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q3 2023 was Osaic Holdings, an estimated $81.4M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q3 2023 was Financial Engines Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.