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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.

Holders
938
Holders Change
+51
Holders Change %
+5.75%
% of All Funds
14.8%
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
1
Angeles Investment Advisors
California
$256M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$459M
4
FMP
4
Financial Management Professionals
Texas
$35.5M
5
OCM
5
One Capital Management
California
$41.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.08B
3
FEG
3
Fund Evaluation Group
Ohio
$181M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
5
SEI Investments
Pennsylvania
$643M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$35.6M 474,324 -6,856 -1%
FMP
52
Financial Management Professionals
Texas
$35.5M 473,720 +473,662 +816,659%
NFG
53
Nadler Financial Group
Illinois
$35.4M 471,766 -4,070 -0.9%
KAS
54
Kestra Advisory Services
Texas
$35.3M 471,575 -44,989 -9%
AWM
55
Avior Wealth Management
Nebraska
$35.2M 469,842 +45,774 +11%
Creative Planning
56
Creative Planning
Kansas
$35.1M 468,571 -9,925 -2%
LBC
57
Lowe Brockenbrough & Co
Virginia
$33.9M 451,639 +25,227 +6%
CWA
58
Cornerstone Wealth Advisors
Minnesota
$33.8M 450,321 -2,807 -0.6%
HWM
59
HB Wealth Management
Georgia
$33.3M 444,261 -17,312 -4%
Cerity Partners
60
Cerity Partners
New York
$33.1M 441,592 +3,660 +0.8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$32.6M 434,936 +35,976 +9%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$32.5M 434,104 -108,056 -20%
Wells Fargo
63
Wells Fargo
California
$32.3M 430,291 -5,361 -1%
SWA
64
Stratos Wealth Advisors
Ohio
$30.9M 411,698 +53,722 +15%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$30.6M 408,763 +53,787 +15%
NCMW
66
Northern Capital Management (Washington)
Washington
$30.5M 406,857 +49,628 +14%
US Bancorp
67
US Bancorp
Minnesota
$29.4M 392,367 -94,906 -19%
SWRP
68
Summit Wealth & Retirement Planning
California
$28.8M 384,389 +3,291 +0.9%
MSFS
69
Main Street Financial Solutions
Pennsylvania
$28.3M 377,592 +17,200 +5%
MAG
70
Mokosak Advisory Group
Iowa
$27.5M 366,247 -6,940 -2%
I
71
INVST
Indiana
$26.9M 359,074 -9,504 -3%
UW
72
Unique Wealth
Florida
$26.8M 357,996 +15,686 +5%
PWS
73
Private Wealth Strategies
Ohio
$26.6M 354,303 -2,050 -0.6%
GIA
74
GHP Investment Advisors
Colorado
$26.4M 354,768 -171 -0%
FSWA
75
Financial Synergies Wealth Advisors
Texas
$26.2M 349,606 +8,511 +2%
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