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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.

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
1
Angeles Investment Advisors
California
$98.9M
2
ML
2
McAdam LLC
Pennsylvania
$97.5M
3
MG
3
Mather Group
Illinois
$621M
4
TIM
4
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$367M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.05B
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
VCA
5
Verdence Capital Advisors
Maryland
$9.47M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
51
Nadler Financial Group
Illinois
$31M 1,903,344 +49,160 +3%
FC
52
Forte Capital
New York
$30.4M 1,865,992 +1,846,984 +9,717%
HWM
53
HB Wealth Management
Georgia
$30.1M 1,846,292 -46,040 -2%
RRWA
54
Rainey & Randall Wealth Advisors
Florida
$29.8M 1,827,648 +72,444 +4%
CWA
55
Cornerstone Wealth Advisors
Minnesota
$29.5M 1,812,512 +122,756 +7%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$29.2M 1,792,908 +295,968 +20%
Cerity Partners
57
Cerity Partners
New York
$28.5M 1,751,728 +20,088 +1%
Wells Fargo
58
Wells Fargo
California
$28.4M 1,742,608 +95,720 +6%
LBC
59
Lowe Brockenbrough & Co
Virginia
$27.8M 1,705,648 +271,556 +19%
AWM
60
Avior Wealth Management
Nebraska
$27.6M 1,696,272 -194,600 -10%
TWP
61
Transparent Wealth Partners
Arkansas
$27M 1,658,516 +8,352 +0.5%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$26M 1,595,840 +242,504 +18%
SWRP
63
Summit Wealth & Retirement Planning
California
$24.8M 1,524,392 +89,316 +6%
VWA
64
Visionary Wealth Advisors
Illinois
$24.8M 1,524,352 -186,404 -11%
MAG
65
Mokosak Advisory Group
Iowa
$24.3M 1,492,748 +85,944 +6%
I
66
INVST
Indiana
$24.2M 1,474,312 -26,772 -2%
MSFS
67
Main Street Financial Solutions
Pennsylvania
$23.5M 1,441,568 +57,664 +4%
SWA
68
Stratos Wealth Advisors
Ohio
$23.3M 1,431,904 -364,416 -20%
NCMW
69
Northern Capital Management (Washington)
Washington
$23.3M 1,428,916 +34,004 +2%
PWS
70
Private Wealth Strategies
Ohio
$23.2M 1,425,412 +114,748 +9%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$23.1M 1,419,904 -151,132 -10%
GIA
72
GHP Investment Advisors
Colorado
$23.1M 1,419,756 +106,324 +8%
SDWMA
73
Schneider Downs Wealth Management Advisors
Pennsylvania
$23M 1,410,004 +37,440 +3%
TWM
74
Triton Wealth Management
Arizona
$22.8M 1,257,304 -114,604 -8%
UW
75
Unique Wealth
Florida
$22.3M 1,369,240 +75,680 +6%
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