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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,090 hedge funds and large institutions have $13.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

Holders
1,090
Holders Change
+123
Holders Change %
+12.72%
% of All Funds
15.98%
Holding in Top 10
177
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.79%
% of All Funds
2.6%
New
176
Increased
409
Reduced
355
Closed
42
Calls
$17M
Puts
$3.7M
Net Calls
+$13.3M
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$315M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$659M
3
Ameriprise
3
Ameriprise
Minnesota
$225M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.6M
5
SEI Investments
5
SEI Investments
Pennsylvania
$747M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$520M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.01B
3
SIS
3
Strategic Investment Solutions
Illinois
$824K
4
MG
4
Mather Group
Illinois
$749M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$31.3M 1,510,520 +338,112 +29%
SDWMA
77
Schneider Downs Wealth Management Advisors
Pennsylvania
$31.3M 1,509,224 +113,560 +8%
Stifel Financial
78
Stifel Financial
Missouri
$31M 1,492,724 +368,576 +33%
Goldman Sachs
79
Goldman Sachs
New York
$30.6M 1,476,892 +1,387,860 +1,559%
GIA
80
GHP Investment Advisors
Colorado
$29.9M 1,442,120 +5,720 +0.4%
I
81
INVST
Indiana
$29.6M 1,342,528 -27,444 -2%
MAG
82
Mokosak Advisory Group
Iowa
$29.3M 1,413,660 -19,152 -1%
WIA
83
World Investment Advisors
California
$29.1M 1,402,004 +1,209,688 +629%
PWS
84
Private Wealth Strategies
Ohio
$28.5M 1,374,232 -21,760 -2%
CA
85
Cetera Advisors
Colorado
$28.1M 1,356,260 +77,692 +6%
GB
86
Goepper Burkhardt
South Carolina
$27.3M 1,205,132 +29,580 +3%
VWA
87
Visionary Wealth Advisors
Illinois
$26.7M 1,288,924 +39,108 +3%
SAM
88
Summit Asset Management
Tennessee
$26.6M 1,282,148 -14,836 -1%
UW
89
Unique Wealth
Florida
$26.6M 1,281,452 +1,524 +0.1%
MFGP
90
Marshall Financial Group (Pennsylvania)
Pennsylvania
$26.5M 1,277,660 -17,592 -1%
RF
91
Rollins Financial
Georgia
$26.2M 1,265,624 +342,408 +37%
RFA
92
Rollins Financial Advisors
New York
$26.2M 1,265,624 +1,265,624 New
FCA
93
FLC Capital Advisors
California
$25.8M 1,245,016 -64,808 -5%
BFG
94
Bleakley Financial Group
New Jersey
$25.3M 1,218,972 +26,648 +2%
TWM
95
Triton Wealth Management
Arizona
$25.3M 1,251,840 +11,796 +1%
SS
96
Simplicity Solutions
Minnesota
$25.3M 1,218,444 +26,992 +2%
PWM
97
Provident Wealth Management
Tennessee
$25.2M 1,214,212 +210,288 +21%
BDWCC
98
B&D White Capital Company
Texas
$25.1M 1,212,624 +6,412 +0.5%
PAS
99
Park Avenue Securities
New York
$24.8M 1,196,096 +202,608 +20%
AWM
100
Apollon Wealth Management
South Carolina
$24.2M 1,167,396 +392,044 +51%
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