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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 %
SL
751
Savior LLC
Massachusetts
$179K -$2.93K -180 -2%
Bank of Montreal
752
Bank of Montreal
Ontario, Canada
$179K -$56.3K -3,456 -24%
GT
753
Glenmede Trust
Pennsylvania
$172K +$46K +2,824 +36%
HF
754
Halpern Financial
Virginia
$169K +$6.52K +400 +4%
CFO
755
CVA Family Office
Colorado
$156K -$32.6K -2,000 -17%
CA
756
Clearstead Advisors
Ohio
$154K +$130 +8 +0.1%
AIM
757
Anchor Investment Management
South Carolina
$151K -$13.1K -804 -8%
CFB
758
Cullen/Frost Bankers
Texas
$146K +$196 +12 +0.1%
EWP
759
Elevation Wealth Partners
California
$143K +$143K +8,768 New
Bessemer Group
760
Bessemer Group
New Jersey
$142K -$345K -21,216 -71%
HBW
761
Hazlett, Burt & Watson
West Virginia
$132K +$45.1K +2,744 +52%
PB
762
Pinnacle Bancorp
Nebraska
$131K – – –
TF
763
TimeScale Financial
Massachusetts
$131K – – –
PAI
764
Pittenger & Anderson Inc
Nebraska
$127K +$22.8K +1,400 +22%
SFC
765
SYM Financial Corp
Indiana
$127K -$8.73K -536 -6%
RFA
766
Resurgent Financial Advisors
Georgia
$124K +$65 +4 +0.1%
EWM
767
Endurance Wealth Management
Rhode Island
$117K – – –
PMFA
768
Plante Moran Financial Advisors
Michigan
$111K -$85.4K -5,240 -44%
GGI
769
Godsey & Gibb Inc
Virginia
$108K +$108K +6,640 New
Franklin Resources
770
Franklin Resources
California
$108K +$108K +6,616 New
GI
771
Gradient Investments
Minnesota
$96.2K – – –
GWSA
772
Global Wealth Strategies & Associates
Colorado
$94.2K – – –
GWM
773
Geneos Wealth Management
Colorado
$91.9K +$91.9K +5,640 New
Citadel Advisors
774
Citadel Advisors
Florida
$89.7K +$89.7K +5,508 New
PK
775
Pflug Koory
Nebraska
$89K – – –
29 30
31
32 33