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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

887 hedge funds and large institutions have $9.45B invested in Schwab US Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 348 increasing their positions, 305 reducing their positions, and 45 closing their positions.

Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
14.2%
Holding in Top 10
136
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.33%
% of All Funds
2.18%
New
95
Increased
348
Reduced
305
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$98.9M
2
ML
2
McAdam LLC
Pennsylvania
$97.5M
3
MG
3
Mather Group
Illinois
$621M
4
TIM
4
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$367M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.05B
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
VCA
5
Verdence Capital Advisors
Maryland
$9.47M
Name Market Value Shares Shares
Change 		Shares
Change %
FSWA
76
Financial Synergies Wealth Advisors
Texas
$22.2M 1,364,380 +75,084 +6%
MFGP
77
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.2M 1,363,736 +9,976 +0.7%
SAM
78
Summit Asset Management
Tennessee
$21.6M 1,326,568 +17,608 +1%
AWS
79
AJ Wealth Strategies
New York
$21.3M 1,307,556 -474,348 -27%
AG
80
Appleton Group
Wisconsin
$21.2M 1,301,476 +1,244,312 +2,177%
IWC
81
Integrated Wealth Concepts
Massachusetts
$20.8M 1,273,856 -49,196 -4%
PMG
82
ProVise Management Group
Florida
$20.6M 1,266,928 -92,072 -7%
BFG
83
Berger Financial Group
Minnesota
$20.2M 1,239,660 +86,452 +7%
FCA
84
FLC Capital Advisors
California
$20M 1,229,244 +57,276 +5%
IA
85
IFP Advisors
Florida
$19.7M 1,036,076 -488,316 -32%
PFM
86
Parsec Financial Management
North Carolina
$19.6M 1,201,756 -47,476 -4%
GC
87
Garde Capital
Washington
$19.4M 1,187,716 -6,088 -0.5%
AWS
88
Aspen Wealth Strategies
Colorado
$19M 1,168,288 -27,204 -2%
CP
89
Capital Planning
Washington
$18.6M 1,143,468 +92,320 +9%
MIA
90
Milestone Investment Advisors
Wisconsin
$18.6M 1,140,560 +37,392 +3%
BFG
91
Bleakley Financial Group
New Jersey
$18.4M 1,128,380 -2,460 -0.2%
GB
92
Goepper Burkhardt
South Carolina
$18.4M 1,128,340 +49,204 +5%
SS
93
Simplicity Solutions
Minnesota
$18.4M 1,127,520 +1,078,764 +2,213%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$18.1M 1,113,420 -149,668 -12%
Stifel Financial
95
Stifel Financial
Missouri
$18.1M 1,107,960 +206,528 +23%
XF
96
XML Financial
Maryland
$17.8M 1,095,460 -29,624 -3%
AAS
97
Avantax Advisory Services
Texas
$17.6M 1,083,040 -181,220 -14%
BA
98
Ballast Advisors
Minnesota
$16.9M 1,036,404 +2,024 +0.2%
CA
99
Cetera Advisors
Colorado
$16.8M 1,033,052 +42,176 +4%
DP
100
Denver PWM
Colorado
$16.7M 1,006,748 -251,132 -20%
2 3
4
5 6