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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 %
FWA
851
FSC Wealth Advisors
New York
$13.2K – – –
C
852
Covestor
United Kingdom
$13K -$2.56K -156 -16%
BWA
853
BDO Wealth Advisors
Florida
$12.7K – – –
CG
854
Cutler Group
California
$12K -$12.1K -800 -50%
HIA
855
Harbor Investment Advisory
Maryland
$12K – – –
GI
856
GS Investments
Minnesota
$11.7K +$1.96K +120 +20%
AWM
857
Aberdeen Wealth Management
Illinois
$10.2K +$456 +28 +5%
EWA
858
EverSource Wealth Advisors
Alabama
$9.46K +$4.7K +288 +99%
PTC
859
Private Trust Company
Ohio
$8.34K +$8.34K +512 New
MRCM
860
M&R Capital Management
New Jersey
$7.62K – – –
AWM
861
Accel Wealth Management
Iowa
$7.17K – – –
AIC
862
Archer Investment Corporation
Indiana
$6.91K +$6.91K +424 New
FMB
863
Field & Main Bank
Kentucky
$6.84K – – –
KFI
864
Key Financial Inc
Pennsylvania
$6.52K – – –
HT
865
Headlands Technologies
Illinois
$6.52K +$6.52K +400 New
AAP
866
Arax Advisory Partners
Colorado
$5.63K – – –
CSB
867
City State Bank
Iowa
$5K – – –
CMA
868
Cedar Mountain Advisors
Oregon
$4.3K – – –
CAM
869
Costello Asset Management
Pennsylvania
$4.17K – – –
NFSG
870
Newbridge Financial Services Group
Florida
$4.17K – – –
TRCT
871
Tower Research Capital (TRC)
New York
$4K -$518K -32,112 -99%
FMP
872
Financial Management Professionals
Texas
$4K +$138 +8 +4%
BCMIO
873
Beacon Capital Management Inc (Ohio)
Ohio
$3K -$1.89K -116 -39%
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$2.87K – – –
AA
875
Addison Advisors
Vermont
$2.61K – – –
33 34
35
36 37