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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MIA
101
Milestone Investment Advisors
Wisconsin
$24.2M 1,164,840 -29,804 -2%
CST
102
Charles Schwab Trust
Nevada
$24.2M 1,164,740 +96,476 +9%
SB
103
Strategic Blueprint
Georgia
$24.1M 1,164,068 +142,164 +14%
CAG
104
Curtis Advisory Group
California
$23.8M 1,147,676 +241,836 +27%
CP
105
Capital Planning
Washington
$23.7M 1,140,536 +25,564 +2%
MWM
106
Modera Wealth Management
New Jersey
$23.6M 1,136,472 -29,548 -3%
AAP
107
Arax Advisory Partners
Colorado
$23.6M 1,135,864 +1,082,932 +2,046%
GC
108
Garde Capital
Washington
$23.2M 1,116,664 -15,384 -1%
PMG
109
ProVise Management Group
Florida
$22.8M 1,101,708 -20,548 -2%
PWM
110
Perigon Wealth Management
California
$22.8M 1,097,384 +41,756 +4%
FAN
111
Financial Advisors Network
California
$22.7M 1,094,116 +33,368 +3%
Prudential Financial
112
Prudential Financial
New Jersey
$20.8M 1,005,136 +433,316 +76%
RCM
113
Richardson Capital Management
Wisconsin
$20.8M 300 +300 New
BA
114
Ballast Advisors
Minnesota
$20.7M 997,396 -20,364 -2%
RJA
115
Raymond James & Associates
Florida
$20.7M 995,964 +84,556 +9%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$20.6M 991,448 +14,256 +1%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$20.3M 978,324 -37,360 -4%
AWM
118
AE Wealth Management
Kansas
$20.1M 931,148 +22,872 +3%
IA
119
IFP Advisors
Florida
$19.9M 959,112 -1,260 -0.1%
FA
120
Fountainhead AM
New Jersey
$19.3M 931,592 +26,384 +3%
US Bancorp
121
US Bancorp
Minnesota
$19.2M 926,336 -502,132 -35%
WCM
122
Weaver Capital Management
Georgia
$19.2M 924,524 +924,524 New
Lido Advisors
123
Lido Advisors
California
$19.1M 1,267,056 +1,267,056 New
WA
124
WBH Advisory
Maryland
$19M 917,420 +12,244 +1%
HG
125
Harbor Group
New Hampshire
$18.9M 911,160 -54,376 -6%
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