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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

938 hedge funds and large institutions have $11.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 372 increasing their positions, 315 reducing their positions, and 32 closing their positions.

Holders
938
Holders Change
+51
Holders Change %
+5.75%
% of All Funds
14.8%
Holding in Top 10
154
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+13.24%
% of All Funds
2.43%
New
93
Increased
372
Reduced
315
Closed
32
Calls
$8.56M
Puts
$3.21M
Net Calls
+$5.36M
Net Calls Change
-$618K

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$256M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$459M
4
FMP
4
Financial Management Professionals
Texas
$35.5M
5
OCM
5
One Capital Management
California
$41.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.08B
3
FEG
3
Fund Evaluation Group
Ohio
$181M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
5
SEI Investments
Pennsylvania
$643M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
101
Appleton Group
Wisconsin
$20.5M 273,765 -51,604 -16%
IA
102
IFP Advisors
Florida
$20.3M 270,380 +11,361 +4%
Stifel Financial
103
Stifel Financial
Missouri
$20.2M 269,522 -7,468 -3%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$20.2M 268,909 -9,446 -3%
PWM
105
Perigon Wealth Management
California
$19.9M 265,849 +103,339 +64%
PAS
106
Park Avenue Securities
New York
$19.7M 262,759 +20,616 +9%
WIA
107
World Investment Advisors
California
$19.4M 259,296 +30,143 +13%
BA
108
Ballast Advisors
Minnesota
$19.3M 257,559 -1,542 -0.6%
WA
109
WBH Advisory
Maryland
$18.8M 251,060 +34,411 +16%
MWM
110
MinichMacGregor Wealth Management
New York
$18.8M 250,554 +212,124 +552%
PWM
111
Provident Wealth Management
Tennessee
$18.6M 248,772 -6,765 -3%
DP
112
Denver PWM
Colorado
$18.6M 248,398 -3,289 -1%
HG
113
Harbor Group
New Hampshire
$18.4M 245,170 -3,683 -1%
CST
114
Charles Schwab Trust
Nevada
$17.8M 252,798 -2,740 -1%
CAG
115
Curtis Advisory Group
California
$17.3M 230,761 -590 -0.3%
FA
116
Fountainhead AM
New Jersey
$16.8M 223,514 +2,639 +1%
RDIA
117
RE Dickinson Investment Advisors
Iowa
$16.4M 218,623 +1,196 +0.6%
GSIS
118
Global Strategic Investment Solutions
Arizona
$16M 213,261 -17,315 -8%
LA
119
LVW Advisors
New York
$16M 213,213 +59 +0%
CFS
120
CRA Financial Services
New Jersey
$16M 212,847 +7,951 +4%
FAM
121
Family Asset Management
South Carolina
$15.8M 210,238 +20,299 +11%
RWM
122
RKL Wealth Management
Pennsylvania
$15.7M 209,008 +840 +0.4%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$15.6M 207,640 -1,339 -0.6%
SB
124
Strategic Blueprint
Georgia
$15.5M 207,364 +34,685 +20%
SL
125
Systelligence LLC
Minnesota
$15.5M 206,522 -23,751 -10%
3 4
5
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