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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 %
WWM
876
Wagner Wealth Management
South Carolina
$2.41K +$1.04K +64 +76%
HFS
877
Hantz Financial Services
Michigan
$2K +$2K +120 New
QCG
878
Quadrant Capital Group
Ohio
$1.96K – – –
BAAM
879
Baker Avenue Asset Management
California
$1.96K -$810K -49,708 -100%
WWM
880
Wolff Wiese Magana
California
$1.83K – – –
RWPA
881
Richard W. Paul & Associates
Michigan
$1.69K – – –
HI
882
Horizon Investments
North Carolina
$1.63K +$1.63K +100 New
SIS
883
Sound Income Strategies
Florida
$652 +$652 +40 New
HCP
884
Hexagon Capital Partners
Arkansas
$521 – – –
IHWM
885
Iron Horse Wealth Management
Iowa
$391 – – –
CCMW
886
Cypress Capital Management (Wyoming)
Wyoming
$261 – – –
NC
887
NewSquare Capital
Pennsylvania
$185 – – –
CCM
888
Canal Capital Management
Virginia
– -$10.9M -781,708 Closed
AOG
889
Alpha Omega Group
Virginia
– -$7.24M -520,936 Closed
Jane Street
890
Jane Street
New York
– -$6.87M -494,804 Closed
AWG
891
Altus Wealth Group
Colorado
– -$3.42M -246,016 Closed
PWS
892
Precision Wealth Strategies
Missouri
– -$2.92M -210,244 Closed
WI
893
WrapManager Inc
California
– -$2.35M -169,304 Closed
CWM
894
Capital Wealth Management
Rhode Island
– -$1.9M -136,836 Closed
MHS
895
M Holdings Securities
Oregon
– -$921K -66,292 Closed
ERIC
896
Eagle Rock Investment Company
Georgia
– -$720K -50,060 Closed
RBFC
897
Roman Butler Fullerton & Co
Missouri
– -$667K -45,740 Closed
SG
898
StoneX Group
New York
– -$577K -41,576 Closed
FFA
899
First Foundation Advisors
California
– -$451K -32,472 Closed
WIM
900
WealthPlan Investment Management
Nebraska
– -$462K -29,428 Closed
34 35
36
37 38