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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.

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
1
Osaic Holdings
Arizona
$555M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68.4M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$50.9M
4
SIS
4
Strategic Investment Solutions
Illinois
$47.2M
5
MCM
5
MAI Capital Management
Ohio
$36.4M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$931M
2
AIA
2
Angeles Investment Advisors
California
$128M
3
TIM
3
Total Investment Management
Arizona
$664K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
5
AG
5
Appleton Group
Wisconsin
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$36.4M 500,840 +29,265 +6%
Cerity Partners
52
Cerity Partners
New York
$36M 494,830 +53,238 +12%
FMP
53
Financial Management Professionals
Texas
$35.8M 492,699 +18,979 +4%
GAM
54
Gemmer Asset Management
California
$35.8M 492,360 -10,569 -2%
FC
55
Forte Capital
New York
$35.4M 486,688 -5,690 -1%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$35.1M 482,908 +47,972 +11%
NFG
57
Nadler Financial Group
Illinois
$34.6M 475,885 +4,119 +0.9%
NCMW
58
Northern Capital Management (Washington)
Washington
$34.4M 473,084 +66,227 +16%
UBS Group
59
UBS Group
Switzerland
$34.4M 472,542 -1,782 -0.4%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$34.3M 471,981 +63,218 +15%
LBC
61
Lowe Brockenbrough & Co
Virginia
$34.1M 469,229 +17,590 +4%
Wells Fargo
62
Wells Fargo
California
$32.9M 452,758 +22,467 +5%
CWA
63
Cornerstone Wealth Advisors
Minnesota
$32.5M 447,385 -2,936 -0.7%
AWM
64
Avior Wealth Management
Nebraska
$32.4M 445,554 -24,288 -5%
SWA
65
Stratos Wealth Advisors
Ohio
$32.2M 443,043 +31,345 +8%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$32M 439,675 +5,571 +1%
HWM
67
HB Wealth Management
Georgia
$31.5M 433,704 -10,557 -2%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$31.4M 432,119 -68,224 -14%
DWM
69
Dechtman Wealth Management
Colorado
$28.5M 392,465 +73,882 +23%
MSFS
70
Main Street Financial Solutions
Pennsylvania
$28.2M 388,308 +10,716 +3%
XF
71
XML Financial
Maryland
$28.2M 387,355 +68,415 +21%
SWRP
72
Summit Wealth & Retirement Planning
California
$28M 385,640 +1,251 +0.3%
CCMG
73
Clark Capital Management Group
Pennsylvania
$27.6M 380,013 -173,806 -31%
WA
74
Win Advisors
Florida
$27.5M 377,558 +343,286 +1,002%
BFG
75
Berger Financial Group
Minnesota
$26.9M 369,673 +31,898 +9%
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