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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 %
WA
776
Waverly Advisors
Alabama
$261K +$37.5K +2,060 +17%
CRC
777
Curi RMB Capital
Illinois
$261K – – –
PFS
778
Prospera Financial Services
Texas
$259K +$259K +14,244 New
LNWTC
779
Laird Norton Wetherby Trust Company
Washington
$255K – – –
AIM
780
AHL Investment Management
Florida
$255K -$36.4K -2,000 -12%
GWANC
781
Guardian Wealth Advisors (North Carolina)
North Carolina
$255K -$13.5K -744 -5%
LG
782
LaFleur & Godfrey
Michigan
$253K +$800 +44 +0.3%
WCFA
783
Walkner Condon Financial Advisors
Wisconsin
$252K -$6.11K -336 -2%
WW
784
Waterfront Wealth
Kansas
$251K – – –
PA
785
Pinnacle Associates
New York
$251K -$1.45K -80 -0.6%
PWP
786
Pursue Wealth Partners
California
$249K – – –
SWA
787
SOA Wealth Advisors
New York
$249K +$291 +16 +0.1%
FFP
788
FourThought Financial Partners
Florida
$244K +$244K +13,432 New
MAC
789
Mason & Associates (California)
California
$244K -$13.4K -736 -5%
TI
790
Truepoint Inc
Ohio
$243K -$9.67K -532 -4%
WP
791
WealthSource Partners
California
$239K -$42.3K -2,324 -15%
ANTB
792
AMG National Trust Bank
Colorado
$238K – – –
FCA
793
FinTrust Capital Advisors
South Carolina
$238K -$90.9K -5,000 -28%
MCCP
794
Mission Creek Capital Partners
California
$234K – – –
CSIA
795
Charles Schwab Investment Advisory
California
$233K -$8.28M -455,552 -97%
ECM
796
Evergreen Capital Management
Washington
$233K +$16K +880 +7%
HI
797
Hudock Inc
Pennsylvania
$233K +$73 +4 +0%
PAG
798
Paladin Advisory Group
Iowa
$230K – – –
SFO
799
Stokes Family Office
Louisiana
$229K – – –
WA
800
Waterford Advisors
New York
$229K – – –
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32
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