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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,090 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 176 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+123
Holders Change %
+12.72%
% of All Funds
15.98%
Holding in Top 10
177
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.79%
% of All Funds
2.59%
New
176
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 %
AFG
901
Albion Financial Group
Utah
$227K -$1.74K -84 -0.8%
RPSA
902
Richard P. Slaughter Associates
Texas
$226K -$15.8K -764 -7%
VCP
903
Vista Capital Partners
Oregon
$226K +$226K +10,904 New
RIA
904
Retirement Investment Advisors
Oklahoma
$225K -$99.7K -4,808 -31%
CT
905
Columbia Trust
Oregon
$223K +$223K +10,740 New
BWM
906
Brickley Wealth Management
California
$222K -$9.21K -444 -4%
FRA
907
Frank Rimerman Advisors
California
$222K +$222K +10,688 New
IWN
908
Independent Wealth Network
Iowa
$222K +$222K +10,688 New
PWS
909
Paragon Wealth Strategies
Florida
$222K +$222K +10,684 New
NIWA
910
New Insight Wealth Advisors
California
$221K +$221K +10,652 New
MP
911
McDonald Partners
Ohio
$220K +$220K +10,600 New
FCBT
912
First Citizens Bank & Trust
North Carolina
$220K +$220K +10,588 New
PMG
913
Private Management Group
California
$220K +$220K +10,588 New
IAG
914
Investment Advisory Group
Massachusetts
$219K +$219K +10,580 New
FW
915
FirstPurpose Wealth
Utah
$219K +$219K +10,576 New
CPA
916
Capital Performance Advisors
California
$219K +$219K +10,552 New
PRS
917
Pinkerton Retirement Specialists
Idaho
$219K +$219K +10,544 New
ET
918
Equitable Trust
Tennessee
$218K +$218K +10,528 New
QWM
919
Quadcap Wealth Management
Texas
$218K +$218K +10,504 New
FSA
920
Fort Sheridan Advisors
Illinois
$217K -$31.5K -1,520 -13%
PMSA
921
Patrick M. Sweeney & Associates
Illinois
$217K +$217K +10,480 New
WFM
922
Wolff Financial Management
Michigan
$217K +$217K +10,472 New
EFG
923
Ehrlich Financial Group
California
$217K +$217K +10,448 New
AB
924
Atlas Brown
Kentucky
$217K +$217K +10,440 New
Jones Financial Companies
925
Jones Financial Companies
Missouri
$214K – – –
35 36
37
38 39