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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 %
GKWIM
676
Gerber Kawasaki Wealth & Investment Management
California
$410K -$159K -8,744 -28%
AWA
677
Acorn Wealth Advisors
Michigan
$410K +$23.1K +1,272 +6%
KA
678
Klingman & Associates
New York
$409K – – –
AIM
679
Avity Investment Management
Connecticut
$407K -$1.39M -76,532 -77%
CA
680
Clearstead Advisors
Ohio
$406K +$255K +14,044 +170%
HWA
681
Heritage Wealth Advisors
Virginia
$402K – – –
EFS
682
Econ Financial Services
Pennsylvania
$401K +$401K +22,052 New
SI
683
Stephens Inc
Arkansas
$397K +$72.5K +3,988 +22%
CAM
684
Cubic Asset Management
Massachusetts
$396K – – –
BWA
685
Beam Wealth Advisors
Louisiana
$392K +$28.7K +1,576 +8%
DFG
686
Delta Financial Group
New Jersey
$392K +$392K +21,588 New
PCM
687
Pennsylvania Capital Management
Pennsylvania
$391K – – –
RWM
688
RBA Wealth Management
California
$389K -$26.4K -1,452 -6%
WLIM
689
White Lighthouse Investment Management
Massachusetts
$388K -$12.1K -668 -3%
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$387K – – –
Empower Advisory Group
691
Empower Advisory Group
Colorado
$386K -$945 -52 -0.2%
MA
692
MONECO Advisors
Connecticut
$384K -$76.6K -4,212 -17%
NG
693
NWK Group
California
$380K -$3.85K -212 -1%
NS
694
NBC Securities
Alabama
$375K +$375K +20,644 New
CFO
695
Collective Family Office
Pennsylvania
$374K +$102K +5,600 +37%
IWA
696
IVC Wealth Advisors
Pennsylvania
$365K -$5.96K -328 -2%
GI
697
GAMCO Investors
Connecticut
$364K +$364K +20,000 New
APW
698
Aurora Private Wealth
New Jersey
$362K -$1.45K -80 -0.4%
1832 Asset Management
699
1832 Asset Management
Ontario, Canada
$359K – – –
BDFN
700
Bond & Devick Financial Network
Minnesota
$359K – – –
26 27
28
29 30