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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.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+51
Holders Change %
+5.75%
% of All Funds
14.79%
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
Angeles Investment Advisors
California
$256M
2
Morgan Stanley
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
4
FMP
Financial Management Professionals
Texas
$35.5M
5
OCM
One Capital Management
California
$41.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.08B
3
FEG
Fund Evaluation Group
Ohio
$181M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
SEI Investments
Pennsylvania
$643M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
726
Collective Family Office
Pennsylvania
$281K +$1.12K +60 +0.4%
EWMCB
727
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$280K +$300 +16 +0.1%
GWANC
728
Guardian Wealth Advisors (North Carolina)
North Carolina
$277K +$15.5K +828 +6%
EAM
729
Evanson Asset Management
California
$276K +$276K +14,736 New
KPWS
730
Kestra Private Wealth Services
Texas
$275K +$275K +14,660 New
DAM
731
Delta Asset Management
Tennessee
$274K -$19.5K -1,040 -7%
RIA
732
Regal Investment Advisors
Michigan
$273K +$273K +14,580 New
HWM
733
Hohimer Wealth Management
Washington
$270K – – –
AWC
734
Adamsbrown Wealth Consultants
Kansas
$269K +$2.32K +124 +0.9%
OWP
735
Obermeyer Wealth Partners
Colorado
$269K -$68.8K -3,672 -20%
CPC
736
Consolidated Planning Corp
Georgia
$269K – – –
CRC
737
Curi RMB Capital
Illinois
$269K – – –
Jones Financial Companies
738
Jones Financial Companies
Missouri
$268K +$268K +14,296 New
WW
739
Waterfront Wealth
Kansas
$267K -$18.8K -976 -7%
WCFA
740
Walkner Condon Financial Advisors
Wisconsin
$266K -$37.2K -1,988 -12%
MAC
741
Mason & Associates (California)
California
$265K -$122K -6,492 -31%
LNWTC
742
Laird Norton Wetherby Trust Company
Washington
$263K – – –
SHA
743
Seneca House Advisors
Virginia
$261K -$4.95K -264 -2%
TI
744
Truepoint Inc
Ohio
$261K -$28.1K -1,500 -10%
LG
745
LaFleur & Godfrey
Michigan
$260K +$1.5K +80 +0.6%
PA
746
Pinnacle Associates
New York
$260K +$1.12K +60 +0.4%
PWP
747
Pursue Wealth Partners
California
$257K – – –
SWA
748
SOA Wealth Advisors
New York
$256K +$300 +16 +0.1%
AIM
749
Aspen Investment Management
Michigan
$256K +$225 +12 +0.1%
FCA
750
FinTrust Capital Advisors
South Carolina
$251K – – –
28 29
30
31 32