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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

887 hedge funds and large institutions have $9.45B invested in Schwab US Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 348 increasing their positions, 305 reducing their positions, and 45 closing their positions.

Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
14.2%
Holding in Top 10
136
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.33%
% of All Funds
2.18%
New
95
Increased
348
Reduced
305
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$98.9M
2
ML
2
McAdam LLC
Pennsylvania
$97.5M
3
MG
3
Mather Group
Illinois
$621M
4
TIM
4
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$367M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.05B
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
VCA
5
Verdence Capital Advisors
Maryland
$9.47M
Name Market Value Shares Shares
Change 		Shares
Change %
CST
101
Charles Schwab Trust
Nevada
$16.7M 1,022,152 -58,608 -5%
PWM
102
Provident Wealth Management
Tennessee
$16.7M 1,022,148 -1,548 -0.2%
HG
103
Harbor Group
New Hampshire
$16.2M 995,412 -11,740 -1%
PAS
104
Park Avenue Securities
New York
$15.8M 968,572 -44,708 -4%
RWP
105
Revolve Wealth Partners
New Jersey
$15.4M 944,956 -617,052 -40%
CAG
106
Curtis Advisory Group
California
$15.1M 925,404 +17,504 +2%
GSIS
107
Global Strategic Investment Solutions
Arizona
$15M 922,304 -3,906,072 -81%
SL
108
Systelligence LLC
Minnesota
$15M 921,092 -4,072 -0.4%
AWM
109
AE Wealth Management
Kansas
$14.9M 917,440 +258,760 +39%
WIA
110
World Investment Advisors
California
$14.9M 916,612 +795,716 +658%
FA
111
Fountainhead AM
New Jersey
$14.4M 883,500 +29,832 +3%
RDIA
112
RE Dickinson Investment Advisors
Iowa
$14.2M 869,708 +367,276 +73%
WA
113
WBH Advisory
Maryland
$14.1M 866,596 +866,596 New
MWA
114
Martel Wealth Advisors
Washington
$14.1M 863,428 +68,472 +9%
LA
115
LVW Advisors
New York
$13.9M 852,616 +78,244 +10%
PSIWM
116
Paradigm Strategies in Wealth Management
Minnesota
$13.9M 852,352 +9,508 +1%
SFA
117
Seneca Financial Advisors
New York
$13.7M 841,564 -108,360 -11%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$13.6M 835,916 +25,792 +3%
RWM
119
RKL Wealth Management
Pennsylvania
$13.6M 832,672 +428 +0.1%
CFS
120
CRA Financial Services
New Jersey
$13.4M 819,584 +21,972 +3%
RW
121
Regimen Wealth
Georgia
$12.8M 747,296 -244,516 -25%
CFGS
122
Concourse Financial Group Securities
Alabama
$12.7M 778,108 +8,400 +1%
JJBC
123
James J. Burns & Company
New York
$12.5M 769,380 +211,156 +38%
SFA
124
Souders Financial Advisors
Ohio
$12.5M 765,444 +94,336 +14%
FAM
125
Family Asset Management
South Carolina
$12.4M 759,756 +167,004 +28%
3 4
5
6 7