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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.

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 %
NFSG
951
Newbridge Financial Services Group
Florida
$4.65K – – –
CMA
952
Cedar Mountain Advisors
Oregon
$4.51K -$291 -16 -6%
GWMIA
953
Global Wealth Management Investment Advisory
Florida
$3.35K -$145 -8 -4%
BCMIO
954
Beacon Capital Management Inc (Ohio)
Ohio
$3.35K – – –
MSFP
955
Mark Sheptoff Financial Planning
Connecticut
$3.2K – – –
AA
956
Addison Advisors
Vermont
$2.91K – – –
QCG
957
Quadrant Capital Group
Ohio
$2.19K – – –
WWM
958
Wolff Wiese Magana
California
$2.04K – – –
RWPA
959
Richard W. Paul & Associates
Michigan
$1.89K – – –
FA
960
Financial Avengers
California
$1.45K +$1.45K +80 New
CAS
961
Coppell Advisory Solutions
Texas
$1.22K +$222 +16 +22%
HI
962
Horizon Investments
North Carolina
$1.09K -$727 -40 -40%
SL
963
Savior LLC
Massachusetts
$582 -$21.1K -1,160 -97%
HCP
964
Hexagon Capital Partners
Arkansas
$582 – – –
PP
965
Pacifica Partners
Canada
$438 – – –
CCMW
966
Cypress Capital Management (Wyoming)
Wyoming
$291 – – –
NC
967
NewSquare Capital
Pennsylvania
$207 – – –
IHWM
968
Iron Horse Wealth Management
Iowa
$145 -$290 -16 -67%
BCIM
969
Bishop & Co Investment Management
Pennsylvania
– -$3.52M -1,055,596 Closed
AT
970
American Trust
Kentucky
– -$9.45M -504,440 Closed
Lido Advisors
971
Lido Advisors
California
– -$2.3M -122,492 Closed
CW
972
CreativeOne Wealth
Kansas
– -$1.92M -102,548 Closed
LFAS
973
Level Four Advisory Services
Texas
– -$1.13M -60,140 Closed
AWP
974
Atlas Wealth Partners
Pennsylvania
– -$836K -43,824 Closed
TA
975
TFB Advisors
Kansas
– -$498K -26,584 Closed
37 38
39
40 41