SCHG icon

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 %
SW
151
SkyOak Wealth
Michigan
$12M +$660K +36,308 +6%
MWA
152
Martel Wealth Advisors
Washington
$11.7M -$176K -9,668 -1%
PP
153
Pegasus Partners
Wisconsin
$11.6M -$714K -39,264 -6%
PVAMC
154
PPS&V Asset Management Consultants
Michigan
$11.6M -$460K -25,316 -4%
RGF
155
Retirement Guys Formula
Ohio
$11.2M +$845K +46,456 +8%
NFG
156
Northeast Financial Group
Pennsylvania
$11.2M -$109K -6,012 -1%
CFGS
157
Concourse Financial Group Securities
Alabama
$11.1M -$405K -22,292 -4%
MA
158
Mutual Advisors
Nebraska
$11M -$53.4K -2,940 -0.5%
ACA
159
Ackerman Capital Advisors
Texas
$10.6M +$4.23M +232,696 +67%
CFMC
160
Curbstone Financial Management Corp
New Hampshire
$10.6M -$433K -23,800 -4%
EFG
161
Ethos Financial Group
Pennsylvania
$10.5M +$10.5M +578,452 New
GCP
162
Gill Capital Partners
Colorado
$10.5M -$794K -43,684 -7%
Prudential Financial
163
Prudential Financial
New Jersey
$10.4M +$6.9M +379,268 +197%
CAG
164
Compass Advisory Group
New York
$10.3M -$3.24M -177,956 -24%
AFG
165
Allegheny Financial Group
Pennsylvania
$10.2M +$3.21M +176,804 +46%
SFG
166
Sage Financial Group
Pennsylvania
$10.1M -$176K -9,684 -2%
LC
167
LCNB Corp
Ohio
$10.1M +$40.3K +2,216 +0.4%
BDF
168
Black Diamond Financial
Maryland
$10M +$437K +24,020 +5%
AFP
169
Ausdal Financial Partners
Iowa
$9.97M +$454K +24,948 +5%
SFA
170
Sequoia Financial Advisors
Ohio
$9.97M -$288K -15,840 -3%
MAG
171
Members Advisory Group
New York
$9.68M +$200K +11,020 +2%
PAG
172
Private Advisor Group
New Jersey
$9.63M +$877K +48,236 +10%
AF
173
Apexium Financial
Texas
$9.19M +$552K +30,360 +6%
CNWM
174
Clay Northam Wealth Management
California
$9.18M -$171K -9,388 -2%
VCA
175
Verdence Capital Advisors
Maryland
$9.11M -$20.7K -1,136 -0.2%
5 6
7
8 9