SCHG icon

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 %
BW
826
BIP Wealth
Georgia
$334K – – –
GCM
827
G2 Capital Management
Ohio
$334K – – –
FPW
828
Flagship Private Wealth
Massachusetts
$333K – – –
GWS
829
Glassman Wealth Services
Virginia
$332K +$156K +7,528 +89%
AMM
830
American Money Management
California
$332K +$332 +16 +0.1%
VRM
831
Vectors Research Management
New York
$332K – – –
CC
832
Courier Capital
New York
$332K – – –
CSIA
833
Charles Schwab Investment Advisory
California
$331K +$64.9K +3,128 +24%
AF
834
Affiance Financial
Minnesota
$328K – – –
SHJ
835
Sharkey, Howes & Javer
Colorado
$328K – – –
WLIM
836
White Lighthouse Investment Management
Massachusetts
$327K -$116K -5,600 -26%
PFS
837
Prospera Financial Services
Texas
$319K +$23.6K +1,136 +8%
OFG
838
Omega Financial Group
California
$317K -$65.4K -3,152 -17%
IF
839
Intrua Financial
Texas
$315K -$14.5K -700 -4%
AGA
840
Arkos Global Advisors
Texas
$315K – – –
WMR
841
Wealth Management Resources
Rhode Island
$315K – – –
RG
842
Retirement Group
California
$314K +$83 +4 +0%
GFWA
843
Grey Fox Wealth Advisors
Delaware
$314K +$415 +20 +0.1%
DIS
844
Diversified Investment Strategies
Louisiana
$313K -$17K -820 -5%
VHAM
845
Van Hulzen Asset Management
California
$311K – – –
EWMCB
846
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$311K +$415 +20 +0.1%
CPC
847
Consolidated Planning Corp
Georgia
$306K – – –
AWC
848
Adamsbrown Wealth Consultants
Kansas
$305K +$3.24K +156 +1%
DAM
849
Delta Asset Management
Tennessee
$303K – – –
FWM
850
Focused Wealth Management
New York
$302K -$291K -14,032 -49%
32 33
34
35 36