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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 %
SAM
751
Secure Asset Management
Michigan
$288K +$288K +15,844 New
AF
752
Affiance Financial
Minnesota
$287K -$24.6K -1,352 -8%
SHJ
753
Sharkey, Howes & Javer
Colorado
$287K -$104K -5,736 -27%
LCGC
754
Legacy Capital Group California
California
$286K +$286K +15,756 New
NW
755
Naviter Wealth
Arkansas
$285K – – –
RIA
756
Retirement Investment Advisors
Oklahoma
$284K -$4.51K -248 -2%
PFA
757
Pure Financial Advisors
California
$284K -$1.6K -88 -0.6%
CA
758
Calton & Associates
Florida
$283K +$283K +15,548 New
CFO
759
CVA Family Office
Colorado
$281K +$56.8K +3,124 +25%
CCG
760
Coastwise Capital Group
California
$279K +$4.51K +248 +2%
CC
761
Callan Capital
California
$277K – – –
SSWM
762
Smith Salley Wealth Management
North Carolina
$277K – – –
AGA
763
Arkos Global Advisors
Texas
$276K – – –
WMR
764
Wealth Management Resources
Rhode Island
$276K +$39K +2,144 +16%
RG
765
Retirement Group
California
$276K – – –
GFWA
766
Grey Fox Wealth Advisors
Delaware
$275K +$291 +16 +0.1%
VHAM
767
Van Hulzen Asset Management
California
$273K -$5.09K -280 -2%
KPWS
768
Kestra Private Wealth Services
Texas
$273K +$6.33K +348 +2%
EWMCB
769
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$272K +$364 +20 +0.1%
CPC
770
Consolidated Planning Corp
Georgia
$268K +$7.56K +416 +3%
DAM
771
Delta Asset Management
Tennessee
$265K – – –
AWC
772
Adamsbrown Wealth Consultants
Kansas
$265K +$3.06K +168 +1%
SHA
773
Seneca House Advisors
Virginia
$263K +$2.69K +144 +1%
ACA
774
Ascension Capital Advisors
Texas
$262K -$33.6K -1,848 -11%
HWM
775
Hohimer Wealth Management
Washington
$262K – – –
29 30
31
32 33