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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 %
PO
926
Private Ocean
California
$214K +$7.88K +380 +4%
GC
927
Grimes & Company
Massachusetts
$213K +$213K +10,292 New
RA
928
Riverstone Advisors
Texas
$211K +$211K +10,160 New
WCFA
929
Walkner Condon Financial Advisors
Wisconsin
$210K -$78.3K -3,776 -27%
AIM
930
Aspen Investment Management
Michigan
$209K +$209K +10,072 New
GAM
931
Grandview Asset Management
Pennsylvania
$209K +$209K +10,076 New
FPF
932
First Pacific Financial
Washington
$209K -$20.8K -1,004 -9%
SFG
933
StrategIQ Financial Group
Indiana
$208K +$208K +10,032 New
SC
934
Stolper & Co
Oklahoma
$208K +$208K +10,048 New
Fifth Third Bancorp
935
Fifth Third Bancorp
Ohio
$208K +$14.6K +704 +8%
GSC
936
Grey Street Capital
Illinois
$207K +$207K +10,000 New
KCM
937
KM Capital Management
Texas
$207K +$207K +9,988 New
PCM
938
Palouse Capital Management
Washington
$207K +$207K +9,980 New
SPA
939
Sentinel Pension Advisors
Massachusetts
$207K +$207K +9,964 New
BA
940
Brightwater Advisory
Florida
$206K +$206K +9,952 New
CNBT
941
Canandaigua National Bank & Trust
New York
$206K +$206K +9,936 New
TCOTS
942
Trust Company of the South
North Carolina
$206K +$206K +9,920 New
HIM
943
Hanlon Investment Management
New Jersey
$205K +$205K +9,908 New
LA
944
LexAurum Advisors
Kansas
$205K +$205K +9,888 New
OWMIAS
945
One Wealth Management Investment & Advisory Services
Florida
$204K +$204K +9,820 New
CCM
946
Check Capital Management
California
$203K +$203K +9,800 New
AFAS
947
Acorn Financial Advisory Services
Virginia
$201K +$201K +9,940 New
PIA
948
Pinion Investment Advisors
Kansas
$200K +$200K +9,664 New
HB
949
HTLF Bank
Colorado
$200K +$200K +9,644 New
BlackRock
950
BlackRock
New York
$193K +$153K +7,388 +382%
36 37
38
39 40