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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,091 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 177 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,091
Holders Change
+124
Holders Change %
+12.82%
% of All Funds
15.99%
Holding in Top 10
178
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+19.46%
% of All Funds
2.61%
New
177
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
Morgan Stanley
New York
+$163M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134M
3
Ameriprise
Ameriprise
Minnesota
+$40.5M
4
Goldman Sachs
Goldman Sachs
New York
+$28.8M
5
SEI Investments
SEI Investments
Pennsylvania
+$28.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$114M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$55.5M
3
SIS
Strategic Investment Solutions
Illinois
-$51.2M
4
MG
Mather Group
Illinois
-$33.2M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
726
Focus Partners Advisor Solutions
Missouri
$485K -$38.5K -1,856 -7%
BWA
727
Beam Wealth Advisors
Louisiana
$484K +$35.9K +1,732 +8%
IAIM
728
International Assets Investment Management
Florida
$483K -$422K -20,324 -47%
SAS
729
SMI Advisory Services
Indiana
$481K -$30.6K -1,464 -6%
ACM
730
Advance Capital Management
Michigan
$475K +$475K +22,924 New
BC
731
Burney Company
Virginia
$475K – – –
AWA
732
Arkadios Wealth Advisors
Georgia
$473K -$55.1K -2,656 -10%
SA
733
SRH Advisors
Kansas
$472K – – –
EK
734
Evensky & Katz
Florida
$472K – – –
CWM
735
Cabot Wealth Management
Massachusetts
$471K -$3.48K -168 -0.7%
PCMC
736
Planning Capital Management Corporation
Pennsylvania
$471K +$471K +22,704 New
NP
737
NorthRock Partners
Minnesota
$469K +$469K +22,632 New
LWM
738
Lakeridge Wealth Management
Ohio
$468K +$468K +22,580 New
GKWIM
739
Gerber Kawasaki Wealth & Investment Management
California
$468K +$581 +28 +0.1%
KA
740
Klingman & Associates
New York
$467K – – –
AIM
741
Avity Investment Management
Connecticut
$464K – – –
FFA
742
Farther Finance Advisors
California
$464K +$271K +13,064 +141%
BFG
743
Beacon Financial Group
Texas
$462K +$7.14K +344 +2%
SFG
744
Synergy Financial Group
California
$460K -$11.6K -560 -2%
GG
745
Greenwood Gearhart
Arkansas
$457K -$19.2K -928 -4%
EFS
746
Econ Financial Services
Pennsylvania
$457K -$166 -8 -0%
PFP
747
Pinnacle Financial Partners
Tennessee
$457K +$71K +3,424 +18%
MFG
748
Merit Financial Group
Georgia
$457K -$12.6K -608 -3%
AWM
749
Aspire Wealth Management
Massachusetts
$455K -$12.2K -588 -3%
SCM
750
SOL Capital Management
Maryland
$455K -$12.4K -600 -3%
28 29
30
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