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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 %
AIP
876
Ameritas Investment Partners
Nebraska
$56.9K – – –
BCMLT
877
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.6K – – –
JHCP
878
Jackson Hole Capital Partners
Oklahoma
$52.4K – – –
JFA
879
JNBA Financial Advisors
Minnesota
$51.4K +$9.1K +500 +21%
BAM
880
Bellevue Asset Management
Washington
$49.7K +$13.4K +736 +37%
BFP
881
Briaud Financial Planning
Texas
$49K +$49K +2,736 New
FFL
882
Financial Freedom LLC
Ohio
$48.9K +$48.9K +2,692 New
BSB
883
Bangor Savings Bank
Maine
$48K -$8K -440 -14%
CCA
884
Column Capital Advisors
Indiana
$47.8K – – –
MIM
885
Macroview Investment Management
Maryland
$46.6K +$46.6K +2,560 New
Legacy Financial Group (Iowa)
886
Legacy Financial Group (Iowa)
Iowa
$43.9K +$43.9K +2,412 New
BCM
887
Blume Capital Management
California
$43.6K – – –
CWP
888
Concord Wealth Partners
Virginia
$42.8K – – –
KA
889
Kozak & Associates
Colorado
$42K – – –
EWM
890
EPG Wealth Management
Georgia
$41.1K – – –
Citigroup
891
Citigroup
New York
$39.7K -$43.3K -2,380 -52%
CHC
892
City Holding Co
West Virginia
$39.4K – – –
MRCM
893
M&R Capital Management
New Jersey
$38.6K +$3.13K +172 +9%
WT
894
Washington Trust
Rhode Island
$38.5K – – –
TFGT
895
TS Financial Group (TSFG)
Illinois
$38K +$21.8K +1,200 +135%
HPC
896
HM Payson & Co
Maine
$36.6K +$36.6K +2,016 New
BlackRock
897
BlackRock
New York
$35.2K -$6.47K -356 -16%
LFA
898
Level Financial Advisors
New York
$34.9K – – –
WTC
899
WhitTier Trust Company
Nevada
$34.9K – – –
MWM
900
Mascoma Wealth Management
New Hampshire
$33.5K – – –
34 35
36
37 38