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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 Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$15.9M -$8.19M -450,240 -34%
SC
127
Savant Capital
Illinois
$15.7M +$5.79M +318,464 +58%
RWM
128
RKL Wealth Management
Pennsylvania
$15M -$242K -13,336 -2%
PSIWM
129
Paradigm Strategies in Wealth Management
Minnesota
$14.8M -$182K -10,008 -1%
Marshall Wace
130
Marshall Wace
United Kingdom
$14.6M +$13.1M +721,200 +888%
IP
131
Ignite Planners
California
$14.5M +$2.7M +147,900 +23%
RW
132
Regimen Wealth
Georgia
$14.4M +$60.7K +3,340 +0.4%
SL
133
Systelligence LLC
Minnesota
$14.4M -$666K -36,644 -4%
FAM
134
Family Asset Management
South Carolina
$14.3M -$984K -54,108 -6%
VNA
135
Valley National Advisers
Pennsylvania
$14.3M +$1.37M +75,552 +11%
ACM
136
Alpha Capital Management
Texas
$14.3M +$177K +9,736 +1%
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$14.2M +$118K +6,492 +0.8%
AWM
138
Apollon Wealth Management
South Carolina
$14.1M +$9.27M +509,692 +192%
GSIS
139
Global Strategic Investment Solutions
Arizona
$14M -$1.53M -83,996 -10%
SWP
140
Stratos Wealth Partners
Ohio
$13.8M -$201K -11,040 -1%
SFA
141
Souders Financial Advisors
Ohio
$13.6M -$1.28M -70,336 -9%
SFA
142
Seneca Financial Advisors
New York
$13.4M -$173K -9,540 -1%
JJBC
143
James J. Burns & Company
New York
$13.3M -$189K -10,424 -1%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$13.1M +$277K +15,224 +2%
LA
145
LVW Advisors
New York
$13M -$2.5M -137,264 -16%
AWS
146
Atria Wealth Solutions
New York
$13M +$5.94M +326,624 +84%
WAM
147
Weinberger Asset Management
California
$12.4M -$35.8K -1,968 -0.3%
WP
148
WealthShield Partners
North Carolina
$12.3M -$1.26M -69,044 -9%
SS
149
Sunbelt Securities
Texas
$12.2M +$1.47M +80,700 +14%
FFWA
150
FRG Family Wealth Advisors
Washington
$12.2M +$486K +26,720 +4%
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