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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 %
WA
876
Waverly Advisors
Alabama
$262K -$35.8K -1,728 -12%
WA
877
Waterford Advisors
New York
$261K – – –
PVI
878
Pine Valley Investments
New Jersey
$256K -$1.33K -64 -0.5%
OFS
879
Oldfather Financial Services
Nebraska
$256K +$83 +4 +0%
SI
880
Stephens Inc
Arkansas
$254K -$199K -9,600 -44%
PAG
881
Paladin Advisory Group
Iowa
$253K -$10.4K -500 -4%
SFO
882
Stokes Family Office
Louisiana
$252K -$9.13K -440 -3%
BMCM
883
Bryn Mawr Capital Management
Pennsylvania
$249K +$249K +12,004 New
OWP
884
Obermeyer Wealth Partners
Colorado
$247K – – –
DBIA
885
Dumont & Blake Investment Advisors
New Jersey
$247K +$247K +11,928 New
FA
886
Fortis Advisors
Pennsylvania
$246K -$11.4K -548 -4%
WDL
887
Well Done LLC
Michigan
$246K +$246K +11,856 New
D.E. Shaw & Co
888
D.E. Shaw & Co
New York
$245K +$245K +11,820 New
BWM
889
BNC Wealth Management
Oregon
$244K – – –
QCM
890
QRG Capital Management
Illinois
$242K +$242K +11,664 New
D
891
Diversified
Delaware
$241K +$241K +11,640 New
AC
892
Apella Capital
Connecticut
$241K – – –
CFO
893
Collective Family Office
Pennsylvania
$240K -$187K -9,008 -44%
EWM
894
Evermay Wealth Management
Virginia
$239K -$3.9K -188 -2%
LSPW
895
Lake Street Private Wealth
Illinois
$238K – – –
AG
896
Advocate Group
Minnesota
$237K -$20.2K -972 -8%
AFA
897
American Financial Advisors
Georgia
$237K +$237K +11,416 New
T
898
TNF
Montana
$233K +$233K +10,676 New
RA
899
Rodgers & Associates
Pennsylvania
$229K -$23.6K -1,140 -9%
RZH
900
Relyea Zuckerberg Hanson
Connecticut
$228K +$228K +11,000 New
34 35
36
37 38