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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 Market Value Shares Shares
Change 		Shares
Change %
GIA
76
GHP Investment Advisors
Colorado
$26.8M 359,100 +4,332 +1%
MAG
77
Mokosak Advisory Group
Iowa
$26.1M 358,203 -8,044 -2%
US Bancorp
78
US Bancorp
Minnesota
$26M 357,117 -35,250 -9%
PWS
79
Private Wealth Strategies
Ohio
$25.4M 348,998 -5,305 -1%
SDWMA
80
Schneider Downs Wealth Management Advisors
Pennsylvania
$25.4M 348,916 +3,834 +1%
I
81
INVST
Indiana
$24.9M 342,493 -16,581 -5%
FSWA
82
Financial Synergies Wealth Advisors
Texas
$24.4M 335,426 -14,180 -4%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$23.9M 328,331 +328,331 New
FCA
84
FLC Capital Advisors
California
$23.8M 327,456 -564 -0.2%
SAM
85
Summit Asset Management
Tennessee
$23.6M 324,246 -2,365 -0.7%
MFGP
86
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23.5M 323,813 -17,430 -5%
UW
87
Unique Wealth
Florida
$23.3M 319,982 -38,014 -11%
CA
88
Cetera Advisors
Colorado
$23.2M 319,642 +37,004 +13%
TWM
89
Triton Wealth Management
Arizona
$23.2M 310,011 -21,425 -6%
VWA
90
Visionary Wealth Advisors
Illinois
$22.7M 312,454 -16,796 -5%
BDWCC
91
B&D White Capital Company
Texas
$21.9M 301,553 +12,123 +4%
MIA
92
Milestone Investment Advisors
Wisconsin
$21.7M 298,661 +4,191 +1%
BFG
93
Bleakley Financial Group
New Jersey
$21.7M 298,081 +19,824 +7%
SS
94
Simplicity Solutions
Minnesota
$21.7M 297,863 +19,823 +7%
GB
95
Goepper Burkhardt
South Carolina
$21.4M 293,888 +4,406 +2%
AAS
96
Avantax Advisory Services
Texas
$21.3M 293,102 +14,228 +5%
MWM
97
Modera Wealth Management
New Jersey
$21.2M 291,505 -9,498 -3%
GC
98
Garde Capital
Washington
$20.6M 283,012 -7,602 -3%
Stifel Financial
99
Stifel Financial
Missouri
$20.4M 281,037 +11,515 +4%
PMG
100
ProVise Management Group
Florida
$20.4M 280,564 -15,318 -5%
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4
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