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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NFSG
1076
Newbridge Financial Services Group
Florida
$5.31K – – –
CMA
1077
Cedar Mountain Advisors
Oregon
$5.14K – – –
C
1078
Covestor
United Kingdom
$4K -$4.83K -256 -55%
BCMIO
1079
Beacon Capital Management Inc (Ohio)
Ohio
$3.82K – – –
GWMIA
1080
Global Wealth Management Investment Advisory
Florida
$3.82K – – –
MSFP
1081
Mark Sheptoff Financial Planning
Connecticut
$3.65K – – –
AA
1082
Addison Advisors
Vermont
$3.32K – – –
QCG
1083
Quadrant Capital Group
Ohio
$2.5K – – –
WWM
1084
Wolff Wiese Magana
California
$2.17K -$167 -8 -7%
HFS
1085
Hantz Financial Services
Michigan
$2K +$2K +100 New
FA
1086
Financial Avengers
California
$1.66K – – –
PP
1087
Pacifica Partners
Canada
$477 – – –
VAG
1088
VisionPoint Advisory Group
Texas
$415 +$415 +20 New
CCMW
1089
Cypress Capital Management (Wyoming)
Wyoming
$332 – – –
IHWM
1090
Iron Horse Wealth Management
Iowa
$166 – – –
NC
1091
NewSquare Capital
Pennsylvania
$70 -$140 -8 -67%
IAS
1092
IMA Advisory Services
Colorado
– -$4.3M -236,408 Closed
KAS
1093
KPP Advisory Services
Kentucky
– -$2M -110,076 Closed
KWA
1094
Kingswood Wealth Advisors
California
– -$1.27M -70,088 Closed
DI
1095
DAGCO Inc
Ohio
– -$2.26M -51,068 Closed
FHC
1096
First Heartland Consultants
Missouri
– -$923K -50,788 Closed
FFA
1097
First Foundation Advisors
California
– -$837K -46,024 Closed
Millennium Management
1098
Millennium Management
New York
– -$770K -42,368 Closed
SG
1099
StoneX Group
New York
– -$713K -39,232 Closed
SFC
1100
Strategic Financial Concepts
Texas
– -$659K -36,264 Closed
42 43
44
45 46