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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
+$142M
2
Morgan Stanley
Morgan Stanley
New York
+$55.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53M
4
FMP
Financial Management Professionals
Texas
+$35.5M
5
OCM
One Capital Management
California
+$34.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$250M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$122M
3
FEG
Fund Evaluation Group
Ohio
-$47.9M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
-$30.8M
5
SEI Investments
SEI Investments
Pennsylvania
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
776
Apella Capital
Connecticut
$224K +$224K +11,964 New
EHC
777
Everett Harris & Co
California
$224K +$224K +11,960 New
ECM
778
Evergreen Capital Management
Washington
$224K +$224K +11,936 New
ECM
779
Exchange Capital Management
Michigan
$223K +$223K +11,920 New
BW
780
BIP Wealth
Georgia
$222K -$28.2K -1,504 -11%
AFG
781
Albion Financial Group
Utah
$221K -$1.8K -96 -0.8%
BWM
782
BNC Wealth Management
Oregon
$221K +$221K +11,784 New
OAM
783
Oppenheimer Asset Management
New York
$221K +$221K +11,776 New
EWM
784
Evermay Wealth Management
Virginia
$220K – – –
CCWM
785
Cassaday & Co Wealth Management
Virginia
$215K +$215K +11,448 New
WS
786
Wedbush Securities
California
$211K +$211K +11,264 New
FPF
787
First Pacific Financial
Washington
$207K -$69.5K -3,712 -25%
BWM
788
Brickley Wealth Management
California
$207K +$207K +11,040 New
VA
789
Valmark Advisers
Ohio
$207K +$207K +11,028 New
RZH
790
Relyea Zuckerberg Hanson
Connecticut
$206K +$206K +11,000 New
Bank of Montreal
791
Bank of Montreal
Ontario, Canada
$205K -$675 -36 -0.3%
BB
792
Bell Bank
North Dakota
$203K -$87K -4,644 -30%
CT
793
Columbia Trust
Oregon
$201K +$201K +10,740 New
FRA
794
Frank Rimerman Advisors
California
$200K +$200K +10,688 New
KM
795
Kalos Management
Georgia
$200K -$11.2K -596 -5%
CCM
796
Cutler Capital Management
Massachusetts
$197K +$197K +10,540 New
PO
797
Private Ocean
California
$193K +$174K +9,264 +915%
TFA
798
Toth Financial Advisory
Virginia
$182K +$163K +8,680 +822%
Fifth Third Bancorp
799
Fifth Third Bancorp
Ohio
$175K -$193K -10,288 -52%
AIM
800
Anchor Investment Management
South Carolina
$174K – – –
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32
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