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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.

Holders
938
Holders Change
+51
Holders Change %
+5.75%
% of All Funds
14.8%
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 Market Value Shares Shares
Change 		Shares
Change %
YIH
951
Y-Intercept (HK)
Hong Kong
– – -5,206 Closed
SFS
952
Sowell Financial Services
Arkansas
– – -4,259 Closed
SLWA
953
San Luis Wealth Advisors
California
– – -3,767 Closed
IWM
954
Iams Wealth Management
Nebraska
– – -3,744 Closed
AIP
955
Almanack Investment Partners
Pennsylvania
– – -3,618 Closed
NP
956
NorthRock Partners
Minnesota
– – -3,481 Closed
WFM
957
Wolff Financial Management
Michigan
– – -3,451 Closed
FNBOO
958
First National Bank of Omaha
Nebraska
– – -3,371 Closed
CCM
959
Crew Capital Management
Ohio
– – -3,282 Closed
AFG
960
Atomi Financial Group
New York
– – -3,072 Closed
BWP
961
Baldwin Wealth Partners
Massachusetts
– – -1,070 Closed
MAWCM
962
Mine & Arao Wealth Creation & Management
California
– – -841 Closed
TCWA
963
Ten Capital Wealth Advisors
Washington
– – -749 Closed
FA
964
Fortis Advisors
Pennsylvania
– – -715 Closed
Qube Research & Technologies (QRT)
965
Qube Research & Technologies (QRT)
United Kingdom
– – -662 Closed
MWC
966
MBM Wealth Consultants
Missouri
– – -508 Closed
M1FG
967
Mach-1 Financial Group
Arkansas
– – -130 Closed
AWM
968
Accel Wealth Management
Iowa
– – -110 Closed
FMB
969
Field & Main Bank
Kentucky
– – -105 Closed
HFS
970
Hantz Financial Services
Michigan
– – -30 Closed
BA
971
Bellwether Advisors
Nebraska
– – – –
MHS
972
M Holdings Securities
Oregon
– – – –
GA
973
GoalVest Advisory
New York
– – – –
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