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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 %
SDWMA
76
Schneider Downs Wealth Management Advisors
Pennsylvania
$25.9M 345,082 -7,419 -2%
MFGP
77
Marshall Financial Group (Pennsylvania)
Pennsylvania
$25.6M 341,243 +309 +0.1%
BFG
78
Berger Financial Group
Minnesota
$25.3M 337,775 +27,860 +9%
TWM
79
Triton Wealth Management
Arizona
$25.1M 331,436 +17,110 +5%
IWC
80
Integrated Wealth Concepts
Massachusetts
$24.8M 331,113 +12,649 +4%
VWA
81
Visionary Wealth Advisors
Illinois
$24.7M 329,250 -51,838 -14%
FCA
82
FLC Capital Advisors
California
$24.6M 328,020 +20,709 +7%
SAM
83
Summit Asset Management
Tennessee
$24.5M 326,611 -5,031 -2%
AWS
84
AJ Wealth Strategies
New York
$24.2M 323,545 -3,344 -1%
XF
85
XML Financial
Maryland
$23.9M 318,940 +45,075 +16%
DWM
86
Dechtman Wealth Management
Colorado
$23.9M 318,583 +318,583 New
AWM
87
AE Wealth Management
Kansas
$23.9M 318,395 +89,035 +39%
MWM
88
Modera Wealth Management
New Jersey
$22.6M 301,003 +293,790 +4,073%
PMG
89
ProVise Management Group
Florida
$22.2M 295,882 -20,850 -7%
MIA
90
Milestone Investment Advisors
Wisconsin
$22.1M 294,470 +9,330 +3%
GC
91
Garde Capital
Washington
$21.8M 290,614 -6,315 -2%
GB
92
Goepper Burkhardt
South Carolina
$21.7M 289,482 +7,397 +3%
BDWCC
93
B&D White Capital Company
Texas
$21.7M 289,430 +155,585 +116%
CA
94
Cetera Advisors
Colorado
$21.2M 282,638 +24,375 +9%
CWAG
95
Carlsbad Wealth Advisory Group
California
$21.2M 282,450 +282,450 New
CP
96
Capital Planning
Washington
$21M 279,864 -6,003 -2%
AAS
97
Avantax Advisory Services
Texas
$20.9M 278,874 +8,114 +3%
BFG
98
Bleakley Financial Group
New Jersey
$20.9M 278,257 -3,838 -1%
SS
99
Simplicity Solutions
Minnesota
$20.8M 278,040 -3,840 -1%
AWS
100
Aspen Wealth Strategies
Colorado
$20.8M 277,729 -14,343 -5%
2 3
4
5 6