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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 %
LF
701
Lantz Financial
Illinois
$309K – – –
CB
702
Commerce Bank
Missouri
$306K -$140K -7,460 -31%
ACA
703
Ascension Capital Advisors
Texas
$305K +$675 +36 +0.2%
FWM
704
Finer Wealth Management
Massachusetts
$304K -$33K -1,760 -10%
GCM
705
G2 Capital Management
Ohio
$302K -$55.7K -2,972 -16%
FPW
706
Flagship Private Wealth
Massachusetts
$301K – – –
AIM
707
AHL Investment Management
Florida
$301K – – –
CC
708
Courier Capital
New York
$300K +$300K +16,000 New
AMM
709
American Money Management
California
$300K +$300 +16 +0.1%
DIS
710
Diversified Investment Strategies
Louisiana
$298K -$14.2K -760 -5%
RIA
711
Retirement Investment Advisors
Oklahoma
$298K +$298K +15,896 New
PFA
712
Pure Financial Advisors
California
$294K +$225 +12 +0.1%
NW
713
Naviter Wealth
Arkansas
$294K +$294K +15,664 New
AF
714
Allworth Financial
California
$293K +$56.5K +3,016 +24%
HBW
715
Hazlett, Burt & Watson
West Virginia
$291K +$140K +7,472 +93%
WP
716
WealthSource Partners
California
$290K -$122K -6,504 -30%
VHAM
717
Van Hulzen Asset Management
California
$287K -$1.05K -56 -0.4%
CC
718
Callan Capital
California
$286K +$286K +15,260 New
SSWM
719
Smith Salley Wealth Management
North Carolina
$286K – – –
AGA
720
Arkos Global Advisors
Texas
$285K – – –
RG
721
Retirement Group
California
$284K +$12.7K +680 +5%
RWM
722
Ritholtz Wealth Management
New York
$283K – – –
MP
723
McDonald Partners
Ohio
$283K +$283K +15,104 New
GFWA
724
Grey Fox Wealth Advisors
Delaware
$283K +$375 +20 +0.1%
CCG
725
Coastwise Capital Group
California
$282K -$59.1K -3,156 -17%
27 28
29
30 31