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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 Holding Trade Value Shares
Change 		Shares
Change %
SA
126
Strategic Advocates
Utah
$18.2M -$1.19M -57,560 -6%
CFS
127
CRA Financial Services
New Jersey
$18.2M -$93.7K -4,516 -0.5%
RDIA
128
RE Dickinson Investment Advisors
Iowa
$18.1M -$83K -4,004 -0.5%
VH
129
Visionary Horizons
Tennessee
$18M +$18M +869,484 New
IWC
130
Integrated Wealth Concepts
Massachusetts
$18M -$179K -8,640 -1%
AWS
131
Aspen Wealth Strategies
Colorado
$17.9M -$2.85M -137,320 -14%
FSWA
132
Financial Synergies Wealth Advisors
Texas
$17.9M -$728K -52,408 -4%
VNA
133
Valley National Advisers
Pennsylvania
$17.8M +$1.49M +71,936 +9%
IP
134
Ignite Planners
California
$17.4M +$1.16M +57,028 +7%
RWM
135
RKL Wealth Management
Pennsylvania
$17.2M +$106K +5,128 +0.6%
LBC
136
Lowe Brockenbrough & Co
Virginia
$17.1M -$21.8M -1,051,404 -56%
SC
137
Savant Capital
Illinois
$16.8M -$1.15M -55,268 -6%
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$16.7M +$417K +20,096 +3%
AWS
139
Atria Wealth Solutions
New York
$16.6M +$1.81M +87,480 +12%
CFGS
140
Concourse Financial Group Securities
Alabama
$16.5M +$3.9M +187,920 +31%
FAM
141
Family Asset Management
South Carolina
$16.5M +$159K +7,664 +1%
PSIWM
142
Paradigm Strategies in Wealth Management
Minnesota
$16.3M -$556K -26,832 -3%
SFA
143
Souders Financial Advisors
Ohio
$15.8M +$259K +12,492 +2%
ACM
144
Alpha Capital Management
Texas
$15.6M -$684K -32,984 -4%
SAMC
145
Spectrum Asset Management (California)
California
$15M +$7.42M +357,704 +98%
GSIS
146
Global Strategic Investment Solutions
Arizona
$15M -$931K -44,904 -6%
SFA
147
Seneca Financial Advisors
New York
$14.9M -$410K -19,776 -3%
JJBC
148
James J. Burns & Company
New York
$14.8M -$378K -18,236 -2%
SW
149
SkyOak Wealth
Michigan
$14.8M +$1.04M +50,312 +8%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$14.8M -$196K -9,464 -1%
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