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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.

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
1
Angeles Investment Advisors
California
$256M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$459M
4
FMP
4
Financial Management Professionals
Texas
$35.5M
5
OCM
5
One Capital Management
California
$41.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.08B
3
FEG
3
Fund Evaluation Group
Ohio
$181M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
5
SEI Investments
Pennsylvania
$643M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
851
Blume Capital Management
California
$45K -$7.5K -400 -14%
CWP
852
Concord Wealth Partners
Virginia
$44.1K -$12.3K -656 -22%
JFA
853
JNBA Financial Advisors
Minnesota
$43.6K +$6.89K +368 +19%
BlackRock
854
BlackRock
New York
$42.9K -$3.9K -208 -8%
WAM
855
Worth Asset Management
Texas
$42.4K +$17.7K +944 +72%
KA
856
Kozak & Associates
Colorado
$42.4K – – –
EWM
857
EPG Wealth Management
Georgia
$42.3K +$75 +4 +0.2%
CHC
858
City Holding Co
West Virginia
$40.6K – – –
WT
859
Washington Trust
Rhode Island
$39.7K – – –
BAM
860
Bellevue Asset Management
Washington
$37.5K – – –
MRCM
861
M&R Capital Management
New Jersey
$36.6K +$27.8K +1,484 +317%
WTC
862
WhitTier Trust Company
Nevada
$36K – – –
LFA
863
Level Financial Advisors
New York
$36K +$36K +1,920 New
MWM
864
Mascoma Wealth Management
New Hampshire
$34.7K – – –
CCMI
865
Creative Capital Management Investments
California
$34.2K – – –
SIC
866
Salem Investment Counselors
North Carolina
$34.1K +$16.5K +880 +94%
HWM
867
HighMark Wealth Management
Minnesota
$33.9K +$75 +4 +0.2%
TAIM
868
TD Ameritrade Investment Management
Nebraska
$33K – – –
WPA
869
West Paces Advisors
Georgia
$32K -$750 -40 -2%
CAL
870
Capital Analysts LLC
Pennsylvania
$31K -$599 -32 -2%
RDFA
871
Ritter Daniher Financial Advisory
Ohio
$30.2K -$4.57K -244 -13%
2L
872
25 LLC
Missouri
$27K +$1.45K +76 +6%
FCB
873
First Command Bank
Texas
$26.2K – – –
FCFS
874
First Command Financial Services
Texas
$26.2K – – –
FCMT
875
Founders Capital Management (Texas)
Texas
$26.1K +$75 +4 +0.3%
33 34
35
36 37