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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 %
WWM
926
Wolff Wiese Magana
California
$2.11K – – –
RWPA
927
Richard W. Paul & Associates
Michigan
$1.95K – – –
HI
928
Horizon Investments
North Carolina
$1.87K – – –
TRCT
929
Tower Research Capital (TRC)
New York
$1.5K -$3.15K -168 -68%
CAS
930
Coppell Advisory Solutions
Texas
$1.33K +$1.33K +72 New
VF
931
VitalStone Financial
Texas
$1K -$432K -13,820 -100%
HCP
932
Hexagon Capital Partners
Arkansas
$600 – – –
IHWM
933
Iron Horse Wealth Management
Iowa
$450 – – –
PP
934
Pacifica Partners
Canada
$450 +$450 +24 New
First Manhattan
935
First Manhattan
New York
$449 +$449 +24 New
CCMW
936
Cypress Capital Management (Wyoming)
Wyoming
$300 – – –
NC
937
NewSquare Capital
Pennsylvania
$213 – – –
MA
938
MCF Advisors
Kentucky
$75 +$75 +4 New
SFMG
939
Sage Financial Management Group
Virginia
– -$10.1M -620,460 Closed
SCI
940
Stableford Capital II
Arizona
– -$6.61M -476,080 Closed
NYLIM
941
New York Life Investment Management
New York
– -$3.32M -203,692 Closed
GFP
942
Guardian Financial Partners
California
– -$1.14M -69,932 Closed
BWM
943
BCS Wealth Management
Tennessee
– -$959K -58,888 Closed
IAIM
944
International Assets Investment Management
Florida
– -$733K -44,828 Closed
GBWM
945
Granite Bay Wealth Management
New Hampshire
– -$630K -38,656 Closed
AWE
946
Avidian Wealth Enterprises
Texas
– -$444K -27,244 Closed
BWA
947
Bordeaux Wealth Advisors
California
– -$440K -26,984 Closed
GWM
948
GDS Wealth Management
Texas
– -$362K -22,228 Closed
DFG
949
Delta Financial Group
New Jersey
– -$360K -22,120 Closed
C
950
CEDRUS
Colorado
– -$355K -21,816 Closed
35 36 37
38
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