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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.

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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$931M
2
AIA
Angeles Investment Advisors
California
$128M
3
TIM
Total Investment Management
Arizona
$664K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
5
AG
Appleton Group
Wisconsin
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
726
Ashton Thomas Private Wealth
Arizona
$316K +$316K +17,392 New
CS
727
Comerica Securities
Michigan
$314K +$314K +17,272 New
FIA
728
Foundations Investment Advisors
Arizona
$314K -$93.5K -5,144 -23%
MFG
729
MidWestOne Financial Group
Iowa
$313K – – –
IF
730
Ironwood Financial
Arizona
$311K +$654 +36 +0.2%
HIP
731
HUB Investment Partners
Texas
$308K – – –
NSAM
732
North Star Asset Management
Wisconsin
$308K +$74.9K +4,120 +32%
WP
733
Westmount Partners
California
$306K +$145 +8 +0%
HKIMG
734
Hutchens & Kramer Investment Management Group
Indiana
$306K -$6.09K -332 -2%
PFA
735
Pathway Financial Advisors
Vermont
$305K +$305K +16,780 New
GWA
736
Geometric Wealth Advisors
District of Columbia
$303K – – –
CI
737
CX Institutional
Indiana
$300K -$2.96M -162,996 -91%
LF
738
Lantz Financial
Illinois
$299K – – –
UWM
739
USAdvisors Wealth Management
Minnesota
$298K +$298K +16,420 New
WIP
740
WealthCare Investment Partners
Rhode Island
$297K -$6.9K -376 -2%
HBW
741
Hazlett, Burt & Watson
West Virginia
$295K +$12.3K +672 +4%
BW
742
BIP Wealth
Georgia
$293K +$77.5K +4,264 +36%
GCM
743
G2 Capital Management
Ohio
$293K – – –
FPW
744
Flagship Private Wealth
Massachusetts
$292K – – –
VRM
745
Vectors Research Management
New York
$291K +$291K +16,000 New
AMM
746
American Money Management
California
$291K +$218 +12 +0.1%
CC
747
Courier Capital
New York
$291K – – –
EHC
748
Everett Harris & Co
California
$291K +$73.4K +4,040 +34%
DIS
749
Diversified Investment Strategies
Louisiana
$289K – – –
IF
750
Intrua Financial
Texas
$289K -$38.7K -2,128 -12%
28 29
30
31 32