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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 %
AW
826
Avion Wealth
Texas
$83K – – –
AIA
827
Armor Investment Advisors
North Carolina
$81.7K – – –
ACA
828
Atlas Capital Advisors
Wyoming
$77.2K +$27.3K +1,456 +55%
PA
829
PSI Advisors
Florida
$75K – – –
MLA
830
MB, Levis & Associates
Pennsylvania
$74.6K +$75 +4 +0.1%
TCM
831
Tradewinds Capital Management
Washington
$74.1K – – –
JFGIW
832
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K -$22.5K -1,200 -24%
PIAS
833
PCA Investment Advisory Services
Ohio
$71.9K +$71.9K +3,836 New
IGWM
834
ICA Group Wealth Management
Colorado
$71.5K – – –
LFG
835
Larson Financial Group
Missouri
$71K +$14.2K +760 +25%
DI
836
Disciplined Investments
Oklahoma
$64.8K -$8.77K -468 -12%
SCA
837
Stonebridge Capital Advisors
Minnesota
$61.4K +$75 +4 +0.1%
BFPW
838
BOK Financial Private Wealth
Colorado
$60.8K – – –
AT
839
Avalon Trust
New Mexico
$60.6K +$60.6K +3,236 New
LWANC
840
Laurel Wealth Advisors (North Carolina)
North Carolina
$59.9K -$4.5K -240 -7%
CTB
841
Country Trust Bank
Illinois
$59.8K – – –
AIP
842
Ameritas Investment Partners
Nebraska
$58.6K – – –
BSB
843
Bangor Savings Bank
Maine
$57.7K – – –
SIS
844
Sound Income Strategies
Florida
$56K +$55.3K +2,948 +7,370%
TCM
845
TD Capital Management
Tennessee
$55.8K +$75 +4 +0.1%
JHCP
846
Jackson Hole Capital Partners
Oklahoma
$54K – – –
BCMLT
847
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.6K – – –
CCA
848
Column Capital Advisors
Indiana
$49.3K +$75 +4 +0.2%
CG
849
Cutler Group
California
$46K +$31.4K +1,704 +214%
National Bank of Canada
850
National Bank of Canada
Quebec, Canada
$45.2K – – –
32 33
34
35 36