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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.

New
Increased
Maintained
Reduced
Closed
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
Angeles Investment Advisors
California
+$98.9M
2
ML
McAdam LLC
Pennsylvania
+$55.4M
3
MG
Mather Group
Illinois
+$40.3M
4
TIM
Total Investment Management
Arizona
+$37.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$65.8M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$63.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$22.7M
4
UBS Group
UBS Group
Switzerland
-$14.3M
5
VCA
Verdence Capital Advisors
Maryland
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFM
726
Wolff Financial Management
Michigan
$225K +$225K +13,804 New
PWP
727
Pursue Wealth Partners
California
$224K +$224K +13,720 New
SWA
728
SOA Wealth Advisors
New York
$222K +$17.5K +1,076 +9%
AIM
729
Aspen Investment Management
Michigan
$222K +$222K +13,636 New
FNBOO
730
First National Bank of Omaha
Nebraska
$220K +$220K +13,484 New
BW
731
BIP Wealth
Georgia
$217K +$217K +13,336 New
GWS
732
Glassman Wealth Services
Virginia
$215K – – –
CCM
733
Crew Capital Management
Ohio
$214K -$230K -14,128 -52%
ANTB
734
AMG National Trust Bank
Colorado
$213K +$213K +13,104 New
RPSA
735
Richard P. Slaughter Associates
Texas
$212K +$212K +12,996 New
MCCP
736
Mission Creek Capital Partners
California
$210K +$210K +12,896 New
HI
737
Hudock Inc
Pennsylvania
$208K +$208K +12,788 New
PAG
738
Paladin Advisory Group
Iowa
$207K +$207K +12,676 New
AF
739
Allworth Financial
California
$206K -$35.1K -2,152 -15%
SFO
740
Stokes Family Office
Louisiana
$205K +$205K +12,600 New
PVI
741
Pine Valley Investments
New Jersey
$205K +$205K +12,436 New
WA
742
Waterford Advisors
New York
$205K +$205K +12,580 New
GHAM
743
Gilman Hill Asset Management
Connecticut
$204K +$204K +12,528 New
WMR
744
Wealth Management Resources
Rhode Island
$204K +$204K +12,500 New
OFS
745
Oldfather Financial Services
Nebraska
$201K +$201K +12,332 New
AFG
746
Atomi Financial Group
New York
$200K +$200K +12,288 New
AFG
747
Albion Financial Group
Utah
$194K -$47.4K -2,912 -20%
BF
748
BOK Financial
Oklahoma
$194K -$99.4K -6,100 -34%
EWM
749
Evermay Wealth Management
Virginia
$191K +$4.76K +292 +3%
KM
750
Kalos Management
Georgia
$183K -$24.2K -1,484 -12%
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