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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

887 hedge funds and large institutions have $9.45B invested in Schwab US Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 348 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
14.2%
Holding in Top 10
136
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.33%
% of All Funds
2.18%
New
95
Increased
348
Reduced
305
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$98.9M
2
ML
2
McAdam LLC
Pennsylvania
$97.5M
3
MG
3
Mather Group
Illinois
$621M
4
TIM
4
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$367M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.05B
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
VCA
5
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
SkyOak Wealth
Michigan
$9.01M +$1.5M +91,860 +20%
FWP
152
FAS Wealth Partners
Kansas
$8.97M -$23.3K -1,428 -0.3%
LC
153
LCNB Corp
Ohio
$8.96M +$410K +25,164 +5%
SS
154
Sunbelt Securities
Texas
$8.83M +$1.11M +69,480 +14%
SFG
155
Sage Financial Group
Pennsylvania
$8.79M +$198K +12,156 +2%
CSIA
156
Charles Schwab Investment Advisory
California
$8.73M -$1.08M -66,592 -11%
BDWCC
157
B&D White Capital Company
Texas
$8.72M +$8.72M +535,380 New
TWP
158
Total Wealth Planning
Ohio
$8.68M +$67.8K +4,160 +0.8%
SC
159
Savant Capital
Illinois
$8.67M -$386K -23,704 -4%
M1FG
160
Mach-1 Financial Group
Arkansas
$8.47M +$8.47M +520 New
NFW
161
Noble Family Wealth
Florida
$8.45M +$8.45M +518,576 New
AT
162
American Trust
Kentucky
$8.35M +$1.08M +65,432 +15%
EFG
163
Everhart Financial Group
Ohio
$8.33M +$1.04M +63,600 +14%
PSCM
164
Per Stirling Capital Management
Texas
$8.3M -$7.41M -454,720 -47%
MAG
165
Members Advisory Group
New York
$8.25M +$108K +6,648 +1%
CNWM
166
Clay Northam Wealth Management
California
$8.23M +$221K +13,540 +3%
AFP
167
Ausdal Financial Partners
Iowa
$8.18M +$1.52M +93,244 +23%
GGI
168
GPM Growth Investors
Michigan
$8.14M +$220K +13,488 +3%
BDF
169
Black Diamond Financial
Maryland
$8.12M +$515K +31,636 +7%
CCM
170
Coldstream Capital Management
Washington
$8.08M -$83.3K -5,112 -1%
AFG
171
Allegheny Financial Group
Pennsylvania
$7.99M +$666K +40,856 +9%
BWL
172
Bogart Wealth LLC
Virginia
$7.81M +$2.43M +149,412 +45%
BP
173
Broadleaf Partners
Ohio
$7.75M +$1.09M +66,848 +16%
SF
174
Safeguard Financial
Wisconsin
$7.74M -$16.9K -1,040 -0.2%
LWM
175
Laidlaw Wealth Management
New York
$7.71M -$575K -35,264 -7%
5 6
7
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