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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
$555M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$68.4M
3
GBWM
Granite Bay Wealth Management
New Hampshire
$50.9M
4
SIS
Strategic Investment Solutions
Illinois
$47.2M
5
MCM
MAI Capital Management
Ohio
$36.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$931M
2
AIA
Angeles Investment Advisors
California
$128M
3
TIM
Total Investment Management
Arizona
$664K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
5
AG
Appleton Group
Wisconsin
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
701
Belpointe Asset Management
Nevada
$355K -$19.9K -1,096 -5%
AWM
702
Accurate Wealth Management
Florida
$352K -$27.7K -1,472 -7%
BAWC
703
Boyce & Associates Wealth Consulting
Texas
$352K -$436 -24 -0.1%
RC
704
Roundview Capital
New Jersey
$349K – – –
VAS
705
Valicenti Advisory Services
New York
$348K +$4.65K +256 +1%
ACA
706
Aptus Capital Advisors
Alabama
$347K -$13.5K -740 -4%
OAM
707
Oppenheimer Asset Management
New York
$347K +$132K +7,284 +62%
GCIM
708
Gunn & Company Investment Management
Florida
$346K +$346K +19,024 New
IC
709
IEQ Capital
California
$346K -$264K -14,508 -43%
FC
710
Financial Consulate
Maryland
$345K +$345K +18,952 New
KeyBank National Association
711
KeyBank National Association
Ohio
$344K -$202K -11,124 -37%
RWM
712
Ritholtz Wealth Management
New York
$344K +$69.1K +3,800 +25%
PFP
713
Pinnacle Financial Partners
Tennessee
$338K – – –
OFG
714
Omega Financial Group
California
$335K -$13.5K -740 -4%
GLA
715
Good Life Advisors
Pennsylvania
$333K +$291 +16 +0.1%
AFA
716
Alpha Financial Advisors
North Carolina
$332K – – –
ZIM
717
Zacks Investment Management
Illinois
$332K -$2.25K -124 -0.7%
MW
718
Marcum Wealth
Ohio
$331K -$17.7K -972 -5%
RFN
719
Redwood Financial Network
Ohio
$329K +$329K +18,124 New
TPW
720
Tiller Private Wealth
Pennsylvania
$329K – – –
PGAM
721
Princeton Global Asset Management
New Jersey
$329K – – –
MI
722
Moneywise Inc
Virginia
$328K +$218 +12 +0.1%
HI
723
Hoey Investments
Pennsylvania
$327K -$1.53K -84 -0.5%
FHA
724
Flagship Harbor Advisors
Massachusetts
$321K -$67.6K -3,716 -17%
FWM
725
Finer Wealth Management
Massachusetts
$316K +$21.5K +1,184 +7%
27 28
29
30 31