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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,090 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 176 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

Holders
1,090
Holders Change
+123
Holders Change %
+12.72%
% of All Funds
15.98%
Holding in Top 10
177
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.79%
% of All Funds
2.6%
New
176
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
1
Morgan Stanley
New York
$315M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$659M
3
Ameriprise
3
Ameriprise
Minnesota
$225M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.6M
5
SEI Investments
5
SEI Investments
Pennsylvania
$747M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$520M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.01B
3
SIS
3
Strategic Investment Solutions
Illinois
$824K
4
MG
4
Mather Group
Illinois
$749M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
51
HRC Wealth Management
Idaho
$42.2M +$42.2M +2,032,764 New
KLI
52
Kelman-Lazarov Inc
Tennessee
$42M -$895K -43,172 -2%
Creative Planning
53
Creative Planning
Kansas
$41.8M -$4.24M -204,584 -9%
KAS
54
Kestra Advisory Services
Texas
$41.2M -$310K -14,964 -0.7%
MCM
55
MAI Capital Management
Ohio
$41M -$575K -27,708 -1%
FMP
56
Financial Management Professionals
Texas
$40.9M +$39.6K +1,908 +0.1%
FC
57
Forte Capital
New York
$40.5M +$102K +4,916 +0.3%
GAM
58
Gemmer Asset Management
California
$40.4M -$459K -22,120 -1%
BFS
59
Burkett Financial Services
South Carolina
$40.3M +$40.3M +1,942,732 New
NCMW
60
Northern Capital Management (Washington)
Washington
$40.2M +$976K +47,068 +2%
CCMG
61
Clark Capital Management Group
Pennsylvania
$39.4M +$7.92M +381,836 +25%
UBS Group
62
UBS Group
Switzerland
$39.4M +$234K +11,264 +0.6%
DWM
63
Dechtman Wealth Management
Colorado
$39.2M +$6.65M +320,732 +20%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$39.1M +$3.3M +159,076 +9%
SWA
65
Stratos Wealth Advisors
Ohio
$39.1M +$2.39M +115,236 +7%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$38.7M -$412K -19,884 -1%
NFG
67
Nadler Financial Group
Illinois
$38.7M -$800K -38,568 -2%
CWA
68
Cornerstone Wealth Advisors
Minnesota
$37.5M +$338K +16,284 +0.9%
AWM
69
Avior Wealth Management
Nebraska
$35.7M -$1.28M -61,544 -3%
MWM
70
MinichMacGregor Wealth Management
New York
$34.7M +$13.6M +655,512 +64%
HWM
71
HB Wealth Management
Georgia
$34.5M -$1.47M -71,032 -4%
XF
72
XML Financial
Maryland
$33.2M +$1.04M +50,096 +3%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$32.6M +$360K +17,376 +1%
BFG
74
Berger Financial Group
Minnesota
$32.1M +$1.41M +68,156 +5%
SWRP
75
Summit Wealth & Retirement Planning
California
$31.6M -$380K -18,328 -1%
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