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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 %
MA
151
Mutual Advisors
Nebraska
$11.4M -$758K -40,472 -6%
CFMC
152
Curbstone Financial Management Corp
New Hampshire
$11.3M -$45K -2,400 -0.4%
SS
153
Sunbelt Securities
Texas
$11.1M +$773K +41,272 +7%
ACM
154
Alpha Capital Management
Texas
$10.8M – – –
RGF
155
Retirement Guys Formula
Ohio
$10.7M +$6.08M +324,548 +131%
SFA
156
Sequoia Financial Advisors
Ohio
$10.6M -$2.53M -135,008 -19%
SFG
157
Sage Financial Group
Pennsylvania
$10.6M +$451K +24,076 +4%
RF
158
Rollins Financial
Georgia
$10.4M +$6.78M +361,736 +188%
LC
159
LCNB Corp
Ohio
$10.3M +$13.4K +716 +0.1%
SC
160
Savant Capital
Illinois
$10.2M +$238K +12,716 +2%
BDF
161
Black Diamond Financial
Maryland
$9.87M +$535K +28,536 +6%
AFP
162
Ausdal Financial Partners
Iowa
$9.81M +$402K +21,476 +4%
MAG
163
Members Advisory Group
New York
$9.77M +$282K +15,072 +3%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$9.74M +$1.62M +86,476 +20%
CNWM
165
Clay Northam Wealth Management
California
$9.64M +$168K +8,940 +2%
NFW
166
Noble Family Wealth
Florida
$9.61M -$103K -5,484 -1%
RWP
167
Revolve Wealth Partners
New Jersey
$9.5M -$8.2M -437,756 -46%
AT
168
American Trust
Kentucky
$9.45M -$23.2K -1,236 -0.2%
GGI
169
GPM Growth Investors
Michigan
$9.44M +$80.6K +4,304 +0.9%
VCA
170
Verdence Capital Advisors
Maryland
$9.41M -$1.48M -79,144 -14%
EFG
171
Everhart Financial Group
Ohio
$9.33M -$242K -12,948 -3%
PAG
172
Private Advisor Group
New Jersey
$9.2M +$406K +21,232 +5%
BWL
173
Bogart Wealth LLC
Virginia
$9.15M +$164K +8,760 +2%
PSCM
174
Per Stirling Capital Management
Texas
$9.08M -$460K -24,548 -5%
LWM
175
Laidlaw Wealth Management
New York
$9.06M +$200K +10,672 +2%
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