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Schwab US Large-Cap Growth ETF
SCHG

891 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 97 funds opening new positions, 349 increasing their positions, 306 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $8.88M | Put options by funds: $2.91M

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

19% more capital invested

Capital invested by funds: $7.96B → $9.45B (+$1.5B)

14% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 306

13% more funds holding in top 10

Funds holding in top 10: 120 → 136 (+16)

3% more funds holding

Funds holding: 861 → 891 (+30)

2.39% more ownership

Funds ownership: 232.09% → 234.48% (+2.4%)

Holders
891
Holders Change
+30
Holders Change %
+3.48%
% 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
2.17%
New
97
Increased
349
Reduced
306
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$92.2M
2
ML
McAdam LLC
Pennsylvania
+$51.6M
3
MG
Mather Group
Illinois
+$37.5M
4
TIM
Total Investment Management
Arizona
+$35.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$61.3M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$59.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$21.1M
4
UBS Group
UBS Group
Switzerland
-$13.3M
5
VCA
Verdence Capital Advisors
Maryland
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
726
Patton Albertson Miller Group
Tennessee
$227K -$25.8K -1,700 -11%
PA
727
Pinnacle Associates
New York
$225K +$210K +13,832 New
LG
728
LaFleur & Godfrey
Michigan
$225K +$210K +13,820 New
WFM
729
Wolff Financial Management
Michigan
$225K +$210K +13,804 New
PWP
730
Pursue Wealth Partners
California
$224K +$208K +13,720 New
SWA
731
SOA Wealth Advisors
New York
$222K +$16.3K +1,076 +9%
AIM
732
Aspen Investment Management
Michigan
$222K +$207K +13,636 New
FNBOO
733
First National Bank of Omaha
Nebraska
$220K +$205K +13,484 New
BW
734
BIP Wealth
Georgia
$217K +$202K +13,336 New
GWS
735
Glassman Wealth Services
Virginia
$215K – – –
CCM
736
Crew Capital Management
Ohio
$214K -$214K -14,128 -52%
ANTB
737
AMG National Trust Bank
Colorado
$213K +$199K +13,104 New
RPSA
738
Richard P. Slaughter Associates
Texas
$212K +$197K +12,996 New
MCCP
739
Mission Creek Capital Partners
California
$210K +$196K +12,896 New
HI
740
Hudock Inc
Pennsylvania
$208K +$194K +12,788 New
PAG
741
Paladin Advisory Group
Iowa
$207K +$192K +12,676 New
AF
742
Allworth Financial
California
$206K -$32.7K -2,152 -15%
SFO
743
Stokes Family Office
Louisiana
$205K +$191K +12,600 New
PVI
744
Pine Valley Investments
New Jersey
$205K +$189K +12,436 New
WA
745
Waterford Advisors
New York
$205K +$191K +12,580 New
GHAM
746
Gilman Hill Asset Management
Connecticut
$204K +$190K +12,528 New
WMR
747
Wealth Management Resources
Rhode Island
$204K +$190K +12,500 New
OFS
748
Oldfather Financial Services
Nebraska
$201K +$187K +12,332 New
AFG
749
Atomi Financial Group
New York
$200K +$187K +12,288 New
AFG
750
Albion Financial Group
Utah
$194K -$44.2K -2,912 -20%
28 29
30
31 32

SCHG Hedge Fund Activity: Q1 2023 in Review

891 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2023, worth a combined $9.45B — up 19% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SCHG positions and 45 closed out — a net gain of 52 holders — while 349 added to existing stakes and 306 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $92.2M. The largest seller was Avantax Planning Partners, cutting an estimated $61.3M.

  • 891 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2023, up from 861 in Q4 2022.
  • Funds reported $9.45B of Schwab US Large-Cap Growth ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 97 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2023 and 45 closed out, a net change of +52 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2023 was Angeles Investment Advisors, an estimated $92.2M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2023 was Avantax Planning Partners, an estimated $61.3M sold.

Based on aggregated 13F filings for Q1 2023.