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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 %
FWTB
751
First Western Trust Bank
Colorado
$455K +$455K +21,924 New
SC
752
Scotia Capital
Ontario, Canada
$454K +$454K +21,868 New
DFG
753
Delta Financial Group
New Jersey
$448K +$746 +36 +0.2%
Fisher Asset Management
754
Fisher Asset Management
Washington
$444K -$74.4K -3,588 -14%
MA
755
MONECO Advisors
Connecticut
$444K +$5.31K +256 +1%
WAM
756
WealthTrust Asset Management
Florida
$442K -$522K -25,184 -54%
PCM
757
Pennsylvania Capital Management
Pennsylvania
$442K -$3.4K -164 -0.8%
FMII
758
Farmers & Merchants Investments Inc
Nebraska
$442K – – –
RWM
759
RBA Wealth Management
California
$441K -$1.91K -92 -0.4%
NSAM
760
North Star Asset Management
Wisconsin
$428K +$76.9K +3,708 +22%
TP
761
Tranquility Partners
Tennessee
$425K -$56.9K -2,744 -12%
MSS
762
Mitchell Sinkler & Starr
Pennsylvania
$425K +$425K +20,480 New
BOSSRA
763
B.O.S.S. Retirement Advisors
Utah
$420K +$420K +20,244 New
WP
764
Westmount Partners
California
$418K +$68.9K +3,320 +20%
AFA
765
Atlas Financial Advisors
California
$418K -$442K -21,304 -51%
NG
766
NWK Group
California
$417K -$16.6K -800 -4%
IWA
767
IVC Wealth Advisors
Pennsylvania
$415K -$747 -36 -0.2%
GI
768
GAMCO Investors
Connecticut
$415K – – –
APW
769
Aurora Private Wealth
New Jersey
$414K +$912 +44 +0.2%
BAWC
770
Boyce & Associates Wealth Consulting
Texas
$413K +$11.2K +540 +3%
1832 Asset Management
771
1832 Asset Management
Ontario, Canada
$410K – – –
BDFN
772
Bond & Devick Financial Network
Minnesota
$409K – – –
S
773
Sachetta
Massachusetts
$408K +$408K +19,652 New
CC
774
Callan Capital
California
$404K +$87.4K +4,212 +28%
SW
775
SMART Wealth
Nebraska
$401K +$401K +19,320 New
29 30
31
32 33