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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 %
CCMI
901
Creative Capital Management Investments
California
$33.2K – – –
SIC
902
Salem Investment Counselors
North Carolina
$33.1K – – –
MA
903
MCF Advisors
Kentucky
$32.9K +$32.9K +1,808 +45,200%
BF
904
BOK Financial
Oklahoma
$32.8K -$97.2K -5,428 -75%
EWA
905
EverSource Wealth Advisors
Alabama
$31.4K +$6.98K +384 +29%
WPA
906
West Paces Advisors
Georgia
$31.1K – – –
WFA
907
WestHill Financial Advisors
California
$29.3K +$29.3K +1,612 New
RDFA
908
Ritter Daniher Financial Advisory
Ohio
$29.3K – – –
AT
909
Avalon Trust
New Mexico
$29.1K -$29.7K -1,636 -51%
CAL
910
Capital Analysts LLC
Pennsylvania
$26K -$4.49K -244 -15%
FCAS
911
First Command Advisory Services
Texas
$25.5K +$25.5K +1,400 New
FCMT
912
Founders Capital Management (Texas)
Texas
$25.4K – – –
SIS
913
Sound Income Strategies
Florida
$24.3K -$30K -1,652 -55%
MFT
914
Moisand Fitzgerald Tamayo
Florida
$23.7K – – –
CTC
915
Central Trust Company
Missouri
$23.6K – – –
SL
916
Salomon & Ludwin
Virginia
$21.8K +$21.8K +1,200 New
Citadel Advisors
917
Citadel Advisors
Florida
$20.4K -$764K -42,008 -97%
CCP
918
Clarkston Capital Partners
Michigan
$20.3K +$20.3K +1,116 New
FHA
919
First Horizon Advisors
Tennessee
$20.2K – – –
KHC
920
Koesten Hirschmann & Crabtree
Kansas
$20.1K – – –
DJSG
921
D.J. St. Germain
Massachusetts
$19.8K +$14.7K +808 +289%
CYG
922
Clean Yield Group
Vermont
$19.1K – – –
HMS
923
Hanseatic Management Services
New Mexico
$18.8K +$1.45K +80 +8%
PFM
924
Phillips Financial Management
Indiana
$18.5K – – –
FFA
925
Fairfield Financial Advisors
Massachusetts
$17.9K – – –
35 36
37
38 39