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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
$97.5M
3
MG
Mather Group
Illinois
$621M
4
TIM
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$367M
2
GSIS
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.05B
4
UBS Group
UBS Group
Switzerland
$31.4M
5
VCA
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
776
Ahrens Investment Partners
Louisiana
$88.2K +$88.2K +5,412 New
BTI
777
Blue Trust Inc
Georgia
$86K -$663 -48 -0.8%
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.1K – – –
Citigroup
779
Citigroup
New York
$81.3K +$35.5K +2,180 +78%
EA
780
Evolution Advisers
Virginia
$81K – – –
AIA
781
Armor Investment Advisors
North Carolina
$71K – – –
BWP
782
Baldwin Wealth Partners
Massachusetts
$69.7K +$69.7K +4,280 New
PA
783
PSI Advisors
Florida
$65.2K -$10.3K -632 -14%
MLA
784
MB, Levis & Associates
Pennsylvania
$64.8K +$130 +8 +0.2%
TCM
785
Tradewinds Capital Management
Washington
$64.4K – – –
DI
786
Disciplined Investments
Oklahoma
$64K +$65 +4 +0.1%
IGWM
787
ICA Group Wealth Management
Colorado
$62.2K -$10.4K -640 -14%
AW
788
Avion Wealth
Texas
$61K – – –
CPFP
789
Clear Perspectives Financial Planning
Ohio
$58.7K – – –
Commonwealth Equity Services
790
Commonwealth Equity Services
Massachusetts
$56.4K -$5.84K -358,708 -9%
LWANC
791
Laurel Wealth Advisors (North Carolina)
North Carolina
$56K +$1.3K +80 +2%
MAWCM
792
Mine & Arao Wealth Creation & Management
California
$54.8K – – –
HGERS
793
Householder Group Estate & Retirement Specialist
Arizona
$54K +$54K +3,324 New
SCA
794
Stonebridge Capital Advisors
Minnesota
$53.4K – – –
BFPW
795
BOK Financial Private Wealth
Colorado
$52.8K – – –
CTB
796
Country Trust Bank
Illinois
$52K – – –
AIP
797
Ameritas Investment Partners
Nebraska
$51K – – –
BSB
798
Bangor Savings Bank
Maine
$50.2K – – –
LFG
799
Larson Financial Group
Missouri
$49.4K -$23K -1,412 -32%
CWP
800
Concord Wealth Partners
Virginia
$49K -$31.3K -1,920 -39%
30 31
32
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