SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

887 hedge funds and large institutions have $9.45B invested in Schwab US Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 348 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
14.2%
Holding in Top 10
136
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.33%
% of All Funds
2.18%
New
95
Increased
348
Reduced
305
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

1
AIA
Angeles Investment Advisors
California
$98.9M
2
ML
McAdam LLC
Pennsylvania
$97.5M
3
MG
Mather Group
Illinois
$621M
4
TIM
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$367M
2
GSIS
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.05B
4
UBS Group
UBS Group
Switzerland
$31.4M
5
VCA
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
826
Capital Analysts LLC
Pennsylvania
$28K +$2.59K +156 +10%
FHA
827
First Horizon Advisors
Tennessee
$27.9K – – –
FCMT
828
Founders Capital Management (Texas)
Texas
$23K – – –
FCFS
829
First Command Financial Services
Texas
$22.8K – – –
FCB
830
First Command Bank
Texas
$22.8K – – –
2L
831
25 LLC
Missouri
$22.2K +$22.2K +1,336 New
WAM
832
Worth Asset Management
Texas
$21.5K +$21.5K +1,320 New
CTC
833
Central Trust Company
Missouri
$21.1K – – –
CT
834
Cambridge Trust
Massachusetts
$19.7K – – –
KHC
835
Koesten Hirschmann & Crabtree
Kansas
$17.9K +$17.9K +1,100 New
TFA
836
Toth Financial Advisory
Virginia
$17.2K +$4.37K +268 +34%
PFM
837
Phillips Financial Management
Indiana
$16.6K – – –
PO
838
Private Ocean
California
$16.5K +$6K +368 +57%
CYG
839
Clean Yield Group
Vermont
$16.4K – – –
HMS
840
Hanseatic Management Services
New Mexico
$16K +$14K +836 +697%
GWSG
841
GPS Wealth Strategies Group
Colorado
$15.8K +$15.8K +968 New
JFG
842
JDM Financial Group
Texas
$15.5K – – –
SIC
843
Salem Investment Counselors
North Carolina
$15.3K +$2.28K +140 +18%
FFA
844
Fairfield Financial Advisors
Massachusetts
$14.8K +$64 +4 +0.4%
VWM
845
Valley Wealth Managers
New Jersey
$14.7K -$29.3K -1,800 -67%
SSB
846
Sandy Spring Bank
Maryland
$14.3K – – –
MBFW
847
Morton Brown Family Wealth
Pennsylvania
$14.2K – – –
OIA
848
Optimum Investment Advisors
Illinois
$14.2K – – –
TFGT
849
TS Financial Group (TSFG)
Illinois
$14K – – –
RCM
850
Raleigh Capital Management
North Carolina
$13.7K -$102K -6,256 -88%
32 33
34
35 36