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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.

New
Increased
Maintained
Reduced
Closed
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 %
CS
976
Capital Square
Tennessee
– -$474K -25,296 Closed
RA
977
Resolute Advisors
California
– -$431K -22,992 Closed
BNP Paribas Financial Markets
978
BNP Paribas Financial Markets
France
– -$413K -22,020 Closed
PAM
979
Private Asset Management
California
– -$361K -19,280 Closed
SIMG
980
Sonora Investment Management Group
Arizona
– -$346K -18,484 Closed
MSS
981
Mitchell Sinkler & Starr
Pennsylvania
– -$339K -18,092 Closed
MP
982
McDonald Partners
Ohio
– -$283K -15,104 Closed
EAM
983
Evanson Asset Management
California
– -$276K -14,736 Closed
AIM
984
Aspen Investment Management
Michigan
– -$256K -13,648 Closed
VCP
985
Vista Capital Partners
Oregon
– -$246K -13,104 Closed
GHAM
986
Gilman Hill Asset Management
Connecticut
– -$235K -12,532 Closed
PCM
987
Palouse Capital Management
Washington
– -$227K -12,140 Closed
PAMG
988
Patton Albertson Miller Group
Tennessee
– -$227K -12,116 Closed
WS
989
Wedbush Securities
California
– -$211K -11,264 Closed
RZH
990
Relyea Zuckerberg Hanson
Connecticut
– -$206K -11,000 Closed
BB
991
Bell Bank
North Dakota
– -$203K -10,856 Closed
CT
992
Columbia Trust
Oregon
– -$201K -10,740 Closed
FRA
993
Frank Rimerman Advisors
California
– -$200K -10,688 Closed
KM
994
Kalos Management
Georgia
– -$200K -10,660 Closed
PIAS
995
PCA Investment Advisory Services
Ohio
– -$71.9K -3,836 Closed
IGWM
996
ICA Group Wealth Management
Colorado
– -$71.5K -3,816 Closed
DI
997
Disciplined Investments
Oklahoma
– -$64.8K -3,460 Closed
CG
998
Cutler Group
California
– -$46K -2,500 Closed
TAIM
999
TD Ameritrade Investment Management
Nebraska
– -$33K -1,740 Closed
2L
1000
25 LLC
Missouri
– -$27K -1,412 Closed
37 38 39
40
41