SCHG icon

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 %
LWM
901
Ledge Wealth Management
Minnesota
– -$407K -29,272 Closed
CA
902
Calton & Associates
Florida
– -$398K -28,656 Closed
TSS
903
Two Sigma Securities
New York
– -$366K -26,320 Closed
GLA
904
Great Lakes Advisors
Illinois
– -$315K -22,656 Closed
SW
905
SMART Wealth
Nebraska
– -$277K -19,928 Closed
AA
906
Argent Advisors
Louisiana
– -$272K -19,576 Closed
SEIA
907
Signature Estate & Investment Advisors
California
– -$267K -19,196 Closed
PWM
908
Praetorian Wealth Management
California
– -$235K -16,936 Closed
SW
909
SteelPeak Wealth
California
– -$234K -16,856 Closed
TA
910
Tactive Advisors
Florida
– -$230K -16,540 Closed
LA
911
Lindenwold Advisors
Pennsylvania
– -$221K -15,880 Closed
WF
912
Wayfinding Financial
Washington
– -$541K -15,568 Closed
FLPIM
913
F.L. Putnam Investment Management
Massachusetts
– -$204K -14,716 Closed
VCM
914
Vigilant Capital Management
Maine
– -$161K -11,600 Closed
WCG
915
Wall Capital Group
Arizona
– -$65.1K -4,528 Closed
LWP
916
Laurel Wealth Planning
Minnesota
– -$55.1K -3,968 Closed
Simplex Trading
917
Simplex Trading
Illinois
– -$47K -3,432 Closed
SMA
918
Sage Mountain Advisors
Georgia
– -$42.2K -3,040 Closed
WOSD
919
WFA of San Diego
California
– -$35.1K -2,528 Closed
PP
920
PrairieView Partners
Minnesota
– -$30K -2,220 Closed
ZIG
921
Zullo Investment Group
Pennsylvania
– -$12.7K -916 Closed
PCA
922
Providence Capital Advisors
North Carolina
– -$11.7K -840 Closed
LFA
923
LGT Financial Advisors
Texas
– -$4.97K -356 Closed
CAS
924
Coppell Advisory Solutions
Texas
– -$1.22K -88 Closed
CASC
925
Coppell Advisory Solutions Corp
Texas
– -$1.22K -88 Closed
34 35 36
37
38