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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 %
AWM
701
Axxcess Wealth Management
California
$543K -$238K -11,464 -30%
CA
702
CGN Advisors
Kansas
$543K -$234K -11,280 -30%
WFAG
703
Wescott Financial Advisory Group
Pennsylvania
$540K +$83 +4 +0%
FIA
704
Foundations Investment Advisors
Arizona
$536K +$163K +7,564 +44%
HF
705
HRT Financial
New York
$533K +$533K +25,724 New
TWA
706
TCI Wealth Advisors
Arizona
$526K – – –
BCP
707
Blackhawk Capital Partners
Wisconsin
$526K -$936K -45,136 -64%
AWA
708
Acorn Wealth Advisors
Michigan
$526K +$58.6K +2,824 +13%
RA
709
Ruggaard & Associates
Ohio
$524K – – –
AQR Capital Management
710
AQR Capital Management
Connecticut
$524K +$524K +25,276 New
WI
711
WrapManager Inc
California
$520K +$520K +25,060 New
FRA
712
Front Row Advisors
California
$518K -$11.3K -544 -2%
GCM
713
Gallacher Capital Management
Colorado
$518K +$664 +32 +0.1%
WCM
714
Whitener Capital Management
North Carolina
$518K -$2.07K -100 -0.4%
OAJ
715
Ogorek Anthony Joseph
New York
$511K -$27K -1,304 -5%
CAWM
716
Capital Advisors Wealth Management
Washington
$510K +$10.3K +496 +2%
FWI
717
Facet Wealth Inc
Maryland
$507K -$8.3K -376 -2%
BCV
718
Banque Cantonale Vaudoise
Switzerland
$505K +$322K +15,520 +176%
TIM
719
Total Investment Management
Arizona
$501K -$257K -12,396 -34%
SIA
720
Soltis Investment Advisors
Utah
$498K -$78.7K -3,796 -14%
IWM
721
Iams Wealth Management
Nebraska
$498K -$440K -21,192 -47%
RL
722
Retireful LLC
Michigan
$493K +$493K +23,752 New
SC
723
Soundwatch Capital
Connecticut
$491K +$22.1K +1,068 +5%
MWM
724
MBE Wealth Management
Wisconsin
$487K -$6.55K -316 -1%
Russell Investments Group
725
Russell Investments Group
United Kingdom
$485K – – –
27 28
29
30 31