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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 %
AP
676
Adero Partners
California
$592K -$34.4K -1,660 -5%
TFS
677
Thoroughbred Financial Services
Tennessee
$589K +$104K +5,040 +22%
EW
678
Element Wealth
Mississippi
$587K – – –
LRPA
679
L. Roy Papp & Associates
Arizona
$585K -$8.3K -400 -1%
LFS
680
Lutz Financial Services
Nebraska
$582K – – –
AO
681
Advisor OS
Illinois
$581K +$35.9K +1,732 +7%
TPWM
682
Twelve Points Wealth Management
Massachusetts
$579K – – –
Pathstone Holdings
683
Pathstone Holdings
New Jersey
$578K +$578K +27,880 New
SWM
684
Spire Wealth Management
Virginia
$576K +$21.9K +1,024 +4%
SAM
685
Silvercrest Asset Management
New York
$575K – – –
GA
686
Goldstein Advisors
Wisconsin
$574K – – –
IA
687
IFG Advisory
Georgia
$574K +$574K +27,684 New
RW
688
REDW Wealth
New Mexico
$574K – – –
CIP
689
Capital Insight Partners
Arizona
$567K -$8.55K -412 -1%
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$566K +$444K +21,416 +364%
NS
691
NBC Securities
Alabama
$566K +$138K +6,652 +32%
DLCIG
692
D.L. Carlson Investment Group
New Hampshire
$565K -$116K -5,156 -17%
WPC
693
Wedmont Private Capital
Pennsylvania
$565K +$78.8K +3,824 +16%
ABC
694
Associated Banc-Corp
Wisconsin
$563K – – –
BAM
695
BOS Asset Management
Illinois
$561K +$561K +27,028 New
MWM
696
Mission Wealth Management
California
$560K +$3.48K +168 +0.6%
CWC
697
Carolinas Wealth Consulting
North Carolina
$560K -$51.8K -2,496 -8%
Kovitz Investment Group Partners
698
Kovitz Investment Group Partners
Illinois
$559K -$97.6K -4,708 -15%
NCM
699
Northwest Capital Management
Oregon
$550K +$332 +16 +0.1%
IF
700
Integrity Financial
Wyoming
$544K +$62.5K +3,012 +13%
26 27
28
29 30