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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 %
GWS
751
Glassman Wealth Services
Virginia
$247K – – –
ANTB
752
AMG National Trust Bank
Colorado
$246K – – –
VCP
753
Vista Capital Partners
Oregon
$246K +$246K +13,104 New
WMR
754
Wealth Management Resources
Rhode Island
$244K +$9.74K +520 +4%
MCCP
755
Mission Creek Capital Partners
California
$242K – – –
NSAM
756
North Star Asset Management
Wisconsin
$240K +$240K +12,804 New
HI
757
Hudock Inc
Pennsylvania
$240K +$75 +4 +0%
PAG
758
Paladin Advisory Group
Iowa
$238K – – –
SFO
759
Stokes Family Office
Louisiana
$236K – – –
WA
760
Waterford Advisors
New York
$236K – – –
WF
761
Wayfinding Financial
Washington
$236K +$236K +12,240 New
AAS
762
Annex Advisory Services
Wisconsin
$235K -$65.1K -3,472 -22%
GHAM
763
Gilman Hill Asset Management
Connecticut
$235K +$75 +4 +0%
SMC
764
Smith, Moore & Co
Missouri
$233K +$233K +12,456 New
RCA
765
Reitz Capital Advisors
Michigan
$233K -$4.29M -327,512 -95%
RPSA
766
Richard P. Slaughter Associates
Texas
$233K -$10.6K -568 -4%
PVI
767
Pine Valley Investments
New Jersey
$232K -$899 -48 -0.4%
CFO
768
CVA Family Office
Colorado
$232K +$52.1K +2,780 +29%
OFS
769
Oldfather Financial Services
Nebraska
$231K – – –
WA
770
Waverly Advisors
Alabama
$230K +$230K +12,288 New
RA
771
Rodgers & Associates
Pennsylvania
$228K +$228K +12,172 New
PCM
772
Palouse Capital Management
Washington
$227K -$46.9K -2,504 -17%
PAMG
773
Patton Albertson Miller Group
Tennessee
$227K -$33.7K -1,800 -13%
FSA
774
Fort Sheridan Advisors
Illinois
$225K +$225K +12,000 New
GI
775
GS Investments
Minnesota
$224K +$211K +11,248 +1,562%
29 30
31
32 33