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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 %
AFS
851
Access Financial Services
Minnesota
$300K -$324K -15,600 -52%
AAS
852
Annex Advisory Services
Wisconsin
$300K +$46.5K +2,240 +18%
Empower Advisory Group
853
Empower Advisory Group
Colorado
$299K -$141K -6,816 -32%
HWM
854
Hohimer Wealth Management
Washington
$299K – – –
SCTC
855
Sanibel Captiva Trust Company
Florida
$295K +$295K +14,216 New
ECM
856
Evergreen Capital Management
Washington
$294K +$28.4K +1,368 +11%
SHA
857
Seneca House Advisors
Virginia
$292K +$664 +32 +0.2%
LG
858
LaFleur & Godfrey
Michigan
$292K +$2.32K +112 +0.8%
AIM
859
AHL Investment Management
Florida
$291K – – –
WW
860
Waterfront Wealth
Kansas
$287K – – –
GWANC
861
Guardian Wealth Advisors (North Carolina)
North Carolina
$286K -$5.39K -260 -2%
PWP
862
Pursue Wealth Partners
California
$285K – – –
SWA
863
SOA Wealth Advisors
New York
$284K +$332 +16 +0.1%
PA
864
Pinnacle Associates
New York
$281K -$5.81K -280 -2%
BTWM
865
Baker Tilly Wealth Management
Wisconsin
$280K +$280K +13,496 New
MAC
866
Mason & Associates (California)
California
$279K +$996 +48 +0.4%
TI
867
Truepoint Inc
Ohio
$277K – – –
WP
868
WealthSource Partners
California
$272K – – –
ANTB
869
AMG National Trust Bank
Colorado
$272K – – –
FCA
870
FinTrust Capital Advisors
South Carolina
$271K +$166 +8 +0.1%
CCG
871
Coastwise Capital Group
California
$268K -$49.5K -2,388 -16%
MCCP
872
Mission Creek Capital Partners
California
$267K – – –
PCA
873
Prosperity Capital Advisors
Ohio
$267K +$267K +12,864 New
HI
874
Hudock Inc
Pennsylvania
$266K +$83 +4 +0%
CW
875
CreativeOne Wealth
Kansas
$265K +$265K +12,772 New
33 34
35
36 37