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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 %
GFWA
701
Grey Fox Wealth Advisors
Delaware
$245K +$10.7K +656 +5%
BCIM
702
Bishop & Co Investment Management
Pennsylvania
$245K -$4.5K -276 -2%
SC
703
Soundwatch Capital
Connecticut
$243K +$243K +14,924 New
HKIMG
704
Hutchens & Kramer Investment Management Group
Indiana
$243K -$63.3K -3,884 -21%
EWMCB
705
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$243K +$326 +20 +0.1%
CFO
706
Collective Family Office
Pennsylvania
$243K -$26.1K -1,600 -10%
WW
707
Waterfront Wealth
Kansas
$241K +$15.9K +976 +7%
FPF
708
First Pacific Financial
Washington
$241K -$90.8K -5,572 -27%
IWM
709
Iams Wealth Management
Nebraska
$240K – – –
PCM
710
Palouse Capital Management
Washington
$239K -$521 -32 -0.2%
RG
711
Retirement Group
California
$236K +$65 +4 +0%
AIP
712
Almanack Investment Partners
Pennsylvania
$236K +$236K +14,472 New
HWM
713
Hohimer Wealth Management
Washington
$235K – – –
CPC
714
Consolidated Planning Corp
Georgia
$234K +$234K +14,340 New
CRC
715
Curi RMB Capital
Illinois
$234K +$234K +14,336 New
AWC
716
Adamsbrown Wealth Consultants
Kansas
$232K -$6.26K -384 -3%
SHA
717
Seneca House Advisors
Virginia
$231K -$7.69K -472 -3%
ACA
718
Aptus Capital Advisors
Alabama
$230K -$9.52K -584 -4%
HI
719
Hoey Investments
Pennsylvania
$229K -$1.56K -96 -0.7%
LNWTC
720
Laird Norton Wetherby Trust Company
Washington
$229K +$229K +14,052 New
GWANC
721
Guardian Wealth Advisors (North Carolina)
North Carolina
$227K -$12.3K -756 -5%
NP
722
NorthRock Partners
Minnesota
$227K +$227K +13,924 New
PAMG
723
Patton Albertson Miller Group
Tennessee
$227K -$27.7K -1,700 -11%
PA
724
Pinnacle Associates
New York
$225K +$225K +13,832 New
LG
725
LaFleur & Godfrey
Michigan
$225K +$225K +13,820 New
27 28
29
30 31