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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 %
AWM
801
Accurate Wealth Management
Florida
$375K -$16.2K -776 -4%
WIP
802
WealthCare Investment Partners
Rhode Island
$375K +$41.9K +2,032 +13%
FHA
803
Flagship Harbor Advisors
Massachusetts
$367K +$498 +24 +0.1%
FG
804
Fairman Group
Pennsylvania
$364K +$364K +17,568 New
FWM
805
Finer Wealth Management
Massachusetts
$360K -$664 -32 -0.2%
EHC
806
Everett Harris & Co
California
$360K +$27.8K +1,340 +8%
CI
807
Chartist Inc
California
$359K +$120K +6,420 +50%
MI
808
Moneywise Inc
Virginia
$357K -$17.5K -844 -5%
IF
809
Ironwood Financial
Arizona
$355K +$415 +20 +0.1%
CSPAM
810
Cary Street Partners Asset Management
Virginia
$353K +$353K +17,032 New
PFA
811
Pure Financial Advisors
California
$353K +$29.2K +1,408 +9%
FEM
812
Fulcrum Equity Management
Texas
$351K -$1.2M -58,028 -77%
ZIM
813
Zacks Investment Management
Illinois
$350K -$28.2K -1,360 -7%
CAI
814
Capital Advisors Inc
Oklahoma
$348K -$124K -6,000 -26%
HKIMG
815
Hutchens & Kramer Investment Management Group
Indiana
$346K +$498 +24 +0.1%
GWA
816
Geometric Wealth Advisors
District of Columbia
$346K – – –
IGWM
817
ICA Group Wealth Management
Colorado
$346K +$346K +16,684 New
HI
818
Hoey Investments
Pennsylvania
$344K -$29.3K -1,412 -8%
PWM
819
Praetorian Wealth Management
California
$343K +$343K +16,560 New
LF
820
Lantz Financial
Illinois
$342K – – –
HBW
821
Hazlett, Burt & Watson
West Virginia
$341K +$4.41K +212 +1%
VA
822
Valmark Advisers
Ohio
$340K +$80.2K +3,868 +31%
CRC
823
Curi RMB Capital
Illinois
$339K +$41.8K +2,016 +14%
SSWM
824
Smith Salley Wealth Management
North Carolina
$338K +$21.9K +1,056 +7%
HIP
825
HUB Investment Partners
Texas
$336K -$15.9K -768 -5%
31 32
33
34 35