SCHG icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
EWA
876
EverSource Wealth Advisors
Alabama
$25.2K +$14.3K +764 +132%
IRAG
877
Investment Research & Advisory Group
Georgia
$24.7K +$24.7K +1,320 New
MFT
878
Moisand Fitzgerald Tamayo
Florida
$24.4K +$24.4K +1,304 New
CTC
879
Central Trust Company
Missouri
$24.3K – – –
CT
880
Cambridge Trust
Massachusetts
$22.6K – – –
SL
881
Savior LLC
Massachusetts
$22.3K -$184K -9,816 -89%
FHA
882
First Horizon Advisors
Tennessee
$20.8K -$11.2K -600 -35%
KHC
883
Koesten Hirschmann & Crabtree
Kansas
$20.7K +$75 +4 +0.4%
IWP
884
IAG Wealth Partners
Wisconsin
$20K +$20K +1,068 New
PCM
885
Penserra Capital Management
California
$20K +$20K +1,080 New
GTAM
886
Global Trust Asset Management
Florida
$19.1K +$19.1K +1,020 New
PFM
887
Phillips Financial Management
Indiana
$19K – – –
CYG
888
Clean Yield Group
Vermont
$18.9K – – –
FFA
889
Fairfield Financial Advisors
Massachusetts
$18.4K +$1.05K +56 +6%
GWSG
890
GPS Wealth Strategies Group
Colorado
$18.2K +$75 +4 +0.4%
HMS
891
Hanseatic Management Services
New Mexico
$18K – – –
JFG
892
JDM Financial Group
Texas
$17.8K – – –
TFGT
893
TS Financial Group (TSFG)
Illinois
$17K +$77 +4 +0.5%
VWM
894
Valley Wealth Managers
New Jersey
$16.9K – – –
SSB
895
Sandy Spring Bank
Maryland
$16.4K – – –
MBFW
896
Morton Brown Family Wealth
Pennsylvania
$16.3K – – –
OIA
897
Optimum Investment Advisors
Illinois
$16.3K +$75 +4 +0.5%
RCM
898
Raleigh Capital Management
North Carolina
$15.8K +$75 +4 +0.5%
WWP
899
WR Wealth Planners
Missouri
$15.1K +$15.1K +804 New
CFS
900
CGC Financial Services
Oregon
$15K +$15K +800 New
34 35
36
37 38