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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
1
Osaic Holdings
Arizona
$555M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68.4M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$50.9M
4
SIS
4
Strategic Investment Solutions
Illinois
$47.2M
5
MCM
5
MAI Capital Management
Ohio
$36.4M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$931M
2
AIA
2
Angeles Investment Advisors
California
$128M
3
TIM
3
Total Investment Management
Arizona
$664K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
5
AG
5
Appleton Group
Wisconsin
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
801
Valmark Advisers
Ohio
$227K +$26.9K +1,480 +13%
FA
802
Fortis Advisors
Pennsylvania
$226K +$226K +12,432 New
AG
803
Advocate Group
Minnesota
$225K -$80.9K -4,448 -26%
PVI
804
Pine Valley Investments
New Jersey
$225K +$218 +12 +0.1%
Renaissance Technologies
805
Renaissance Technologies
New York
$225K -$929K -51,200 -81%
OFS
806
Oldfather Financial Services
Nebraska
$224K – – –
WF
807
Wayfinding Financial
Washington
$224K – – –
AAS
808
Annex Advisory Services
Wisconsin
$222K -$6.47K -356 -3%
RA
809
Rodgers & Associates
Pennsylvania
$221K – – –
FD
810
Financial Designs
California
$220K +$220K +12,128 New
FSA
811
Fort Sheridan Advisors
Illinois
$218K – – –
AC
812
Apella Capital
Connecticut
$218K – – –
CI
813
Chartist Inc
California
$217K +$953 +56 +0.4%
OWP
814
Obermeyer Wealth Partners
Colorado
$217K -$44.1K -2,428 -17%
GI
815
GS Investments
Minnesota
$216K -$1.38K -76 -0.6%
ECM
816
Exchange Capital Management
Michigan
$215K -$1.46K -80 -0.7%
BWM
817
BNC Wealth Management
Oregon
$214K – – –
EWM
818
Evermay Wealth Management
Virginia
$213K – – –
RPSA
819
Richard P. Slaughter Associates
Texas
$212K -$13.7K -752 -6%
LSPW
820
Lake Street Private Wealth
Illinois
$209K +$209K +11,492 New
CCWM
821
Cassaday & Co Wealth Management
Virginia
$208K – – –
BWM
822
Brickley Wealth Management
California
$203K +$2.33K +128 +1%
FPF
823
First Pacific Financial
Washington
$201K +$218 +12 +0.1%
AFG
824
Albion Financial Group
Utah
$201K -$13.5K -744 -6%
Jones Financial Companies
825
Jones Financial Companies
Missouri
$188K -$72.1K -3,968 -28%
31 32
33
34 35