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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 %
AWM
901
AllSquare Wealth Management
New York
$15K +$15K +848 New
BWA
902
BDO Wealth Advisors
Florida
$14.6K – – –
HIA
903
Harbor Investment Advisory
Maryland
$13.8K – – –
BWM
904
Baystate Wealth Management
Massachusetts
$12.4K -$307K -16,368 -96%
HT
905
Headlands Technologies
Illinois
$12K +$4.5K +240 +60%
AWM
906
Aberdeen Wealth Management
Illinois
$11.2K -$525 -28 -4%
PTC
907
Private Trust Company
Ohio
$11.1K +$1.5K +80 +16%
TFP
908
Tilia Fiduciary Partners
North Carolina
$9.37K +$9.37K +500 New
C
909
Covestor
United Kingdom
$9K -$6.23K -324 -41%
RFG
910
RFP Financial Group
Georgia
$8.26K +$8.26K +440 New
AIC
911
Archer Investment Corporation
Indiana
$7.95K – – –
KFI
912
Key Financial Inc
Pennsylvania
$7.5K – – –
CSB
913
City State Bank
Iowa
$6K – – –
DJSG
914
D.J. St. Germain
Massachusetts
$5.25K +$5.25K +280 New
CMA
915
Cedar Mountain Advisors
Oregon
$4.95K – – –
CAM
916
Costello Asset Management
Pennsylvania
$4.8K – – –
NFSG
917
Newbridge Financial Services Group
Florida
$4.8K – – –
HR
918
Howe & Rusling
New York
$4.03K +$4.03K +216 New
GWMIA
919
Global Wealth Management Investment Advisory
Florida
$3.6K +$3.6K +192 New
BCMIO
920
Beacon Capital Management Inc (Ohio)
Ohio
$3.45K – – –
MSFP
921
Mark Sheptoff Financial Planning
Connecticut
$3.3K – – –
WWM
922
Wagner Wealth Management
South Carolina
$3.3K +$525 +28 +19%
AA
923
Addison Advisors
Vermont
$3K – – –
QCG
924
Quadrant Capital Group
Ohio
$2.26K – – –
BAAM
925
Baker Avenue Asset Management
California
$2.25K – – –
35 36
37
38 39