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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 %
Bank of Montreal
776
Bank of Montreal
Ontario, Canada
$399K -$536K -25,676 -57%
RC
777
Roundview Capital
New Jersey
$398K – – –
PFA
778
Pathway Financial Advisors
Vermont
$398K +$49.8K +2,400 +14%
TF
779
Trek Financial
Arizona
$396K -$111K -5,372 -22%
BAM
780
Belpointe Asset Management
Nevada
$396K -$8.63K -416 -2%
CPSAC
781
Chas P. Smith & Associates (CPS)
Florida
$395K -$150K -7,240 -28%
GCIM
782
Gunn & Company Investment Management
Florida
$395K – – –
HC
783
Hamilton Capital
Ohio
$395K +$395K +19,040 New
IC
784
IEQ Capital
California
$395K +$415 +20 +0.1%
FC
785
Financial Consulate
Maryland
$393K +$83 +4 +0%
OAM
786
Oppenheimer Asset Management
New York
$393K -$2.66K -128 -0.7%
ACA
787
Aptus Capital Advisors
Alabama
$391K -$4.56K -220 -1%
VAS
788
Valicenti Advisory Services
New York
$391K -$6.55K -316 -2%
ACM
789
AlphaStar Capital Management
North Carolina
$391K -$392K -18,880 -50%
FSA
790
Financial Sense Advisors
California
$390K +$390K +18,816 New
SP
791
Stonebrook Private
Michigan
$384K +$384K +18,500 New
RWM
792
Ritholtz Wealth Management
New York
$382K -$9.96K -480 -3%
Members Trust
793
Members Trust
Florida
$381K +$381K +18,292 New
GLA
794
Good Life Advisors
Pennsylvania
$380K +$415 +20 +0.1%
AFA
795
Alpha Financial Advisors
North Carolina
$379K – – –
RFN
796
Redwood Financial Network
Ohio
$379K +$2.99K +144 +0.8%
MW
797
Marcum Wealth
Ohio
$377K – – –
TPW
798
Tiller Private Wealth
Pennsylvania
$376K – – –
PGAM
799
Princeton Global Asset Management
New Jersey
$375K – – –
GT
800
Glenview Trust
Kentucky
$375K +$375K +18,092 New
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