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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
14.79%
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 Holding Trade Value Shares
Change 		Shares
Change %
PSIWM
126
Paradigm Strategies in Wealth Management
Minnesota
$15.4M -$524K -27,984 -3%
SFA
127
Souders Financial Advisors
Ohio
$15.3M +$980K +52,312 +7%
RJA
128
Raymond James & Associates
Florida
$15.2M +$1.06M +56,424 +7%
RW
129
Regimen Wealth
Georgia
$14.7M +$735K +39,216 +5%
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$14.6M +$352K +18,808 +2%
SWP
131
Stratos Wealth Partners
Ohio
$14.4M +$921K +49,132 +7%
WP
132
WealthShield Partners
North Carolina
$14M +$403K +21,508 +3%
SFA
133
Seneca Financial Advisors
New York
$14M -$1.79M -95,756 -11%
JJBC
134
James J. Burns & Company
New York
$13.9M -$484K -25,808 -3%
CAG
135
Compass Advisory Group
New York
$13.9M +$254K +13,548 +2%
VNA
136
Valley National Advisers
Pennsylvania
$13.3M +$1.65M +87,808 +14%
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
$13.2M +$226K +12,060 +2%
WAM
138
Weinberger Asset Management
California
$12.8M -$258K -13,756 -2%
Goldman Sachs
139
Goldman Sachs
New York
$12.7M +$11.7M +622,704 +1,109%
PP
140
Pegasus Partners
Wisconsin
$12.7M -$254K -13,556 -2%
RWA
141
Redhawk Wealth Advisors
Minnesota
$12.6M +$3.72M +198,648 +42%
PVAMC
142
PPS&V Asset Management Consultants
Michigan
$12.4M -$697K -37,184 -5%
MWA
143
Martel Wealth Advisors
Washington
$12.3M -$3.93M -209,540 -24%
FFWA
144
FRG Family Wealth Advisors
Washington
$12.1M +$62.2K +3,320 +0.5%
IP
145
Ignite Planners
California
$12M -$407K -21,968 -3%
CFGS
146
Concourse Financial Group Securities
Alabama
$11.8M -$2.75M -146,560 -19%
QAM
147
Q3 Asset Management
Michigan
$11.8M +$11.8M +628,460 New
SW
148
SkyOak Wealth
Michigan
$11.7M +$1.36M +72,716 +13%
GCP
149
Gill Capital Partners
Colorado
$11.6M -$238K -12,712 -2%
NFG
150
Northeast Financial Group
Pennsylvania
$11.6M +$64.8K +3,456 +0.6%
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6
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