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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CP
101
Capital Planning
Washington
$20.3M 278,743 -1,121 -0.4%
MWM
102
Meridian Wealth Management
Kentucky
$19.9M 274,276 +153,351 +127%
CST
103
Charles Schwab Trust
Nevada
$19.4M 267,066 +14,268 +6%
FAN
104
Financial Advisors Network
California
$19.3M 265,187 +265,187 New
PWM
105
Perigon Wealth Management
California
$19.2M 263,907 -1,942 -0.7%
SB
106
Strategic Blueprint
Georgia
$18.6M 255,476 +48,112 +23%
BA
107
Ballast Advisors
Minnesota
$18.5M 254,440 -3,119 -1%
MWM
108
MinichMacGregor Wealth Management
New York
$18.5M 254,314 +3,760 +2%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$18.5M 253,921 -14,988 -6%
PWM
110
Provident Wealth Management
Tennessee
$18.3M 250,981 +2,209 +0.9%
AWS
111
Aspen Wealth Strategies
Colorado
$18.2M 250,439 -27,290 -10%
PAS
112
Park Avenue Securities
New York
$18.1M 248,372 -14,387 -5%
DP
113
Denver PWM
Colorado
$17.8M 243,448 -4,950 -2%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$17.8M 244,298 +36,658 +18%
HG
115
Harbor Group
New Hampshire
$17.6M 241,384 -3,786 -2%
IA
116
IFP Advisors
Florida
$17.5M 240,093 -30,287 -11%
SA
117
Strategic Advocates
Utah
$17M 234,063 +234,063 New
RF
118
Rollins Financial
Georgia
$16.8M 230,804 +92,235 +67%
RJA
119
Raymond James & Associates
Florida
$16.6M 227,852 +24,942 +12%
AWM
120
AE Wealth Management
Kansas
$16.5M 227,069 -91,326 -29%
CAG
121
Curtis Advisory Group
California
$16.5M 226,460 -4,301 -2%
FA
122
Fountainhead AM
New Jersey
$16.5M 226,302 +2,788 +1%
WA
123
WBH Advisory
Maryland
$16.5M 226,294 -24,766 -10%
CFS
124
CRA Financial Services
New Jersey
$16M 220,324 +7,477 +4%
RDIA
125
RE Dickinson Investment Advisors
Iowa
$16M 219,573 +950 +0.4%
3 4
5
6 7