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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 %
GWSG
926
GPS Wealth Strategies Group
Colorado
$17.7K – – –
JFG
927
JDM Financial Group
Texas
$17.3K – – –
VWM
928
Valley Wealth Managers
New Jersey
$16.5K +$73 +4 +0.4%
SSB
929
Sandy Spring Bank
Maryland
$16K +$73 +4 +0.5%
MBFW
930
Morton Brown Family Wealth
Pennsylvania
$15.9K – – –
OIA
931
Optimum Investment Advisors
Illinois
$15.8K – – –
AWM
932
AllSquare Wealth Management
New York
$15.4K – – –
RCM
933
Raleigh Capital Management
North Carolina
$15.3K – – –
CT
934
Cambridge Trust
Massachusetts
$15.1K -$6.91K -380 -31%
FWA
935
FSC Wealth Advisors
New York
$14.7K -$8.7M -478,720 -100%
CFS
936
CGC Financial Services
Oregon
$14.5K – – –
HIA
937
Harbor Investment Advisory
Maryland
$13.4K – – –
National Bank of Canada
938
National Bank of Canada
Quebec, Canada
$12.2K -$32K -1,744 -72%
BWM
939
Baystate Wealth Management
Massachusetts
$12K – – –
AWM
940
Aberdeen Wealth Management
Illinois
$10.9K – – –
WWP
941
WR Wealth Planners
Missouri
$10.2K -$4.44K -244 -30%
HNB
942
Huntington National Bank
Ohio
$9.6K – – –
C
943
Covestor
United Kingdom
$9K – – –
AIC
944
Archer Investment Corporation
Indiana
$7.71K – – –
KFI
945
Key Financial Inc
Pennsylvania
$7.27K – – –
PP
946
PrairieView Partners
Minnesota
$7K +$7K +400 New
HT
947
Headlands Technologies
Illinois
$6.18K -$5.45K -300 -47%
WWM
948
Wagner Wealth Management
South Carolina
$5.82K +$2.62K +144 +82%
Simplex Trading
949
Simplex Trading
Illinois
$5K +$5K +288 New
CAM
950
Costello Asset Management
Pennsylvania
$4.65K – – –
36 37
38
39 40