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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
$256M
2
Morgan Stanley
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
4
FMP
Financial Management Professionals
Texas
$35.5M
5
OCM
One Capital Management
California
$41.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.08B
3
FEG
Fund Evaluation Group
Ohio
$181M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
SEI Investments
Pennsylvania
$643M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
801
Glenmede Trust
Pennsylvania
$172K – – –
CFB
802
Cullen/Frost Bankers
Texas
$168K +$225 +12 +0.1%
Bessemer Group
803
Bessemer Group
New Jersey
$163K – – –
FFA
804
Farther Finance Advisors
California
$161K -$139K -7,408 -46%
EWP
805
Elevation Wealth Partners
California
$160K -$3.9K -208 -2%
CA
806
Clearstead Advisors
Ohio
$155K -$21.7K -1,156 -12%
TF
807
TimeScale Financial
Massachusetts
$151K – – –
PAI
808
Pittenger & Anderson Inc
Nebraska
$146K – – –
SFC
809
SYM Financial Corp
Indiana
$146K – – –
RFA
810
Resurgent Financial Advisors
Georgia
$143K – – –
BF
811
BOK Financial
Oklahoma
$136K -$86.6K -4,620 -39%
EWM
812
Endurance Wealth Management
Rhode Island
$135K – – –
HFS
813
HBC Financial Services
Washington
$132K +$132K +6,800 New
PMFA
814
Plante Moran Financial Advisors
Michigan
$127K – – –
PB
815
Pinnacle Bancorp
Nebraska
$127K -$23.7K -1,264 -16%
GGI
816
Godsey & Gibb Inc
Virginia
$124K – – –
Franklin Resources
817
Franklin Resources
California
$124K – – –
GI
818
Gradient Investments
Minnesota
$111K – – –
GWSA
819
Global Wealth Strategies & Associates
Colorado
$108K – – –
CT
820
Clearstead Trust
Maine
$108K +$108K +5,756 New
PK
821
Pflug Koory
Nebraska
$102K – – –
BTI
822
Blue Trust Inc
Georgia
$101K – – –
EA
823
Evolution Advisers
Virginia
$93K – – –
OP
824
ORG Partners
Indiana
$85.9K +$85.9K +4,584 New
Citigroup
825
Citigroup
New York
$85.5K -$8.02K -428 -9%
31 32
33
34 35