Schwab US Large-Cap Growth ETF
SCHG
891 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 97 funds opening new positions, 349 increasing their positions, 306 reducing their positions, and 45 closing their positions.
205% more call options, than puts
Call options by funds: $8.88M | Put options by funds: $2.91M
116% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 45
19% more capital invested
Capital invested by funds: $7.96B → $9.45B (+$1.5B)
14% more repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 306
13% more funds holding in top 10
Funds holding in top 10: 120 → 136 (+16)
3% more funds holding
Funds holding: 861 → 891 (+30)
2.39% more ownership
Funds ownership: 232.09% → 234.48% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$92.2M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$51.6M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$37.5M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$35.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$61.3M |
| 2 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$59.3M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$21.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$13.3M |
| 5 |
VCA
Verdence Capital Advisors
Hunt Valley,
Maryland
|
-$12.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCA
926
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$11.7K | -840 | Closed |
|
|
LFA
927
LGT Financial Advisors
Dallas,
Texas
| – | -$4.97K | -356 | Closed |
|
|
CAS
928
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.22K | -88 | Closed |
|
|
CASC
929
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$1.22K | -88 | Closed |
|
|
HS
930
Horan Securities
Cincinnati,
United States
| – | -$1.12K | -80 | Closed |
|
|
MA
931
Montag & Associates
Atlanta,
Georgia
| – | -$1.11K | -80 | Closed |
|
|
SSG
932
Summit Securities Group
New York
| – | -$1K | -80 | Closed |
|
|
LFA
933
Level Financial Advisors
East Amherst,
New York
| – | -$1K | -72 | Closed |
|
|
HR
934
Howe & Rusling
Rochester,
New York
| – | -$782 | -56 | Closed |
|
|
BA
935
Bellwether Advisors
Lincoln,
Nebraska
| – | -$182 | -12 | Closed |
|
936
First Manhattan
New York
| – | -$55 | -4 | Closed |
|
SCHG Hedge Fund Activity: Q1 2023 in Review
891 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2023, worth a combined $9.45B — up 19% from $7.96B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new SCHG positions and 45 closed out — a net gain of 52 holders — while 349 added to existing stakes and 306 trimmed.
The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $92.2M. The largest seller was Avantax Planning Partners, cutting an estimated $61.3M.
- 891 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2023, up from 861 in Q4 2022.
- Funds reported $9.45B of Schwab US Large-Cap Growth ETF stock for Q1 2023, up 19% quarter-over-quarter.
- 97 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2023 and 45 closed out, a net change of +52 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2023 was Angeles Investment Advisors, an estimated $92.2M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2023 was Avantax Planning Partners, an estimated $61.3M sold.
Based on aggregated 13F filings for Q1 2023.