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Schwab US Large-Cap Growth ETF
SCHG

1,096 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 178 funds opening new positions, 410 increasing their positions, 358 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $17M | Put options by funds: $3.7M

324% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 42

21% more capital invested

Capital invested by funds: $10.9B → $13.2B (+$2.34B)

19% more funds holding in top 10

Funds holding in top 10: 149 → 178 (+29)

15% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 358

13% more funds holding

Funds holding: 971 → 1,096 (+125)

1.4% more ownership

Funds ownership: 231.85% → 233.25% (+1.4%)

Holders
1,096
Holders Change
+125
Holders Change %
+12.87%
% of All Funds
15.98%
Holding in Top 10
178
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+19.46%
% of All Funds
2.6%
New
178
Increased
410
Reduced
358
Closed
42
Calls
$17M
Puts
$3.7M
Net Calls
+$13.3M
Net Calls Change
+$7.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$152M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$125M
3
Ameriprise
Ameriprise
Minnesota
+$37.8M
4
Goldman Sachs
Goldman Sachs
New York
+$26.8M
5
SEI Investments
SEI Investments
Pennsylvania
+$26.4M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$106M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$51.7M
3
SIS
Strategic Investment Solutions
Illinois
-$47.8M
4
MG
Mather Group
Illinois
-$30.9M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
926
Patrick M. Sweeney & Associates
Illinois
$217K +$203K +10,480 New
WFM
927
Wolff Financial Management
Michigan
$217K +$203K +10,472 New
EFG
928
Ehrlich Financial Group
California
$217K +$202K +10,448 New
AB
929
Atlas Brown
Kentucky
$217K +$202K +10,440 New
Jones Financial Companies
930
Jones Financial Companies
Missouri
$214K – – –
PO
931
Private Ocean
California
$214K +$7.35K +380 +4%
GC
932
Grimes & Company
Massachusetts
$213K +$199K +10,292 New
RA
933
Riverstone Advisors
Texas
$211K +$197K +10,160 New
WCFA
934
Walkner Condon Financial Advisors
Wisconsin
$210K -$73K -3,776 -27%
AIM
935
Aspen Investment Management
Michigan
$209K +$195K +10,072 New
GAM
936
Grandview Asset Management
Pennsylvania
$209K +$195K +10,076 New
FPF
937
First Pacific Financial
Washington
$209K -$19.4K -1,004 -9%
SFG
938
StrategIQ Financial Group
Indiana
$208K +$194K +10,032 New
SC
939
Stolper & Co
Oklahoma
$208K +$194K +10,048 New
Fifth Third Bancorp
940
Fifth Third Bancorp
Ohio
$208K +$13.6K +704 +8%
GSC
941
Grey Street Capital
Illinois
$207K +$193K +10,000 New
KCM
942
KM Capital Management
Texas
$207K +$193K +9,988 New
PCM
943
Palouse Capital Management
Washington
$207K +$193K +9,980 New
SPA
944
Sentinel Pension Advisors
Massachusetts
$207K +$193K +9,964 New
BA
945
Brightwater Advisory
Florida
$206K +$193K +9,952 New
CNBT
946
Canandaigua National Bank & Trust
New York
$206K +$192K +9,936 New
TCOTS
947
Trust Company of the South
North Carolina
$206K +$192K +9,920 New
HIM
948
Hanlon Investment Management
New Jersey
$205K +$192K +9,908 New
LA
949
LexAurum Advisors
Kansas
$205K +$191K +9,888 New
OWMIAS
950
One Wealth Management Investment & Advisory Services
Florida
$204K +$190K +9,820 New
36 37
38
39 40

SCHG Hedge Fund Activity: Q4 2023 in Review

1,096 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2023, worth a combined $13.2B — up 21% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new SCHG positions and 42 closed out — a net gain of 136 holders — while 410 added to existing stakes and 358 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $152M. The largest seller was Osaic Holdings, cutting an estimated $106M.

  • 1,096 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2023, up from 971 in Q3 2023.
  • Funds reported $13.2B of Schwab US Large-Cap Growth ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 178 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2023 and 42 closed out, a net change of +136 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $152M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2023 was Osaic Holdings, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2023.