SCHG icon

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 %
CCM
826
Cutler Capital Management
Massachusetts
$183K -$8.73K -480 -5%
PO
827
Private Ocean
California
$180K -$6.47K -356 -3%
BWP
828
Baldwin Wealth Partners
Massachusetts
$179K +$179K +9,848 New
GI
829
Gradient Investments
Minnesota
$177K +$69.9K +3,844 +65%
Fifth Third Bancorp
830
Fifth Third Bancorp
Ohio
$169K – – –
FFA
831
Farther Finance Advisors
California
$169K +$12.7K +700 +8%
AIM
832
Anchor Investment Management
South Carolina
$168K – – –
CFB
833
Cullen/Frost Bankers
Texas
$163K +$218 +12 +0.1%
BCV
834
Banque Cantonale Vaudoise
Switzerland
$160K +$160K +8,828 New
GWS
835
Glassman Wealth Services
Virginia
$154K -$85.1K -4,680 -36%
EWP
836
Elevation Wealth Partners
California
$151K -$4.22K -232 -3%
PAI
837
Pittenger & Anderson Inc
Nebraska
$142K – – –
BTI
838
Blue Trust Inc
Georgia
$126K +$9.44K +504 +8%
PMFA
839
Plante Moran Financial Advisors
Michigan
$123K – – –
GGI
840
Godsey & Gibb Inc
Virginia
$121K – – –
PB
841
Pinnacle Bancorp
Nebraska
$121K -$2.47K -136 -2%
Franklin Resources
842
Franklin Resources
California
$120K – – –
GT
843
Glenmede Trust
Pennsylvania
$120K -$72.5K -3,988 -38%
Bessemer Group
844
Bessemer Group
New Jersey
$114K -$44.3K -2,440 -28%
SSWM
845
Sheets Smith Wealth Management
North Carolina
$113K +$113K +6,216 New
OA
846
Operose Advisors
Wisconsin
$109K +$109K +6,000 New
TRCT
847
Tower Research Capital (TRC)
New York
$107K +$106K +5,804 +7,255%
JFGIW
848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K +$37.1K +2,040 +53%
GWSA
849
Global Wealth Strategies & Associates
Colorado
$105K – – –
IPW
850
Impact Partnership Wealth
Georgia
$105K +$105K +5,776 New
32 33
34
35 36