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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 %
CT
851
Clearstead Trust
Maine
$105K – – –
PK
852
Pflug Koory
Nebraska
$99.3K – – –
TCM
853
TD Capital Management
Tennessee
$96.2K +$42K +2,308 +77%
HGERS
854
Householder Group Estate & Retirement Specialist
Arizona
$91.9K +$91.9K +5,052 New
EA
855
Evolution Advisers
Virginia
$90K – – –
OP
856
ORG Partners
Indiana
$83.3K – – –
PCA
857
Providence Capital Advisors
North Carolina
$80.8K +$80.8K +4,444 New
AW
858
Avion Wealth
Texas
$80K – – –
AIA
859
Armor Investment Advisors
North Carolina
$79.3K – – –
LFG
860
Larson Financial Group
Missouri
$78.5K +$9.6K +528 +14%
TFA
861
Toth Financial Advisory
Virginia
$76.7K -$100K -5,516 -57%
PPC
862
Park Place Capital
Alabama
$75.7K +$75.7K +4,164 New
TAM
863
Tucker Asset Management
Colorado
$75.5K +$75.5K +4,152 New
PA
864
PSI Advisors
Florida
$72.7K – – –
MLA
865
MB, Levis & Associates
Pennsylvania
$72.5K +$73 +4 +0.1%
TCM
866
Tradewinds Capital Management
Washington
$71.8K – – –
ACA
867
Atlas Capital Advisors
Wyoming
$70.1K -$4.8K -264 -6%
Qube Research & Technologies (QRT)
868
Qube Research & Technologies (QRT)
United Kingdom
$69K +$69K +3,796 New
HFS
869
HBC Financial Services
Washington
$65K -$57.8K -3,200 -47%
APC
870
Aspire Private Capital
North Carolina
$63.8K +$63.8K +3,508 New
SCA
871
Stonebridge Capital Advisors
Minnesota
$59.6K – – –
BFPW
872
BOK Financial Private Wealth
Colorado
$59K – – –
LWANC
873
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.1K – – –
CTB
874
Country Trust Bank
Illinois
$58K – – –
HWM
875
HighMark Wealth Management
Minnesota
$57.6K +$24.7K +1,360 +75%
33 34
35
36 37