SCHG icon

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 %
FFWA
151
FRG Family Wealth Advisors
Washington
$14.7M +$812K +39,152 +6%
WP
152
WealthShield Partners
North Carolina
$14.7M +$632K +30,452 +4%
SS
153
Sunbelt Securities
Texas
$14.6M +$614K +29,628 +4%
LA
154
LVW Advisors
New York
$14.6M -$279K -13,472 -2%
ACA
155
Ackerman Capital Advisors
Texas
$13.7M +$1.66M +80,136 +14%
RW
156
Regimen Wealth
Georgia
$13.6M -$2.92M -139,416 -18%
WAM
157
Weinberger Asset Management
California
$13.6M -$534K -25,768 -4%
EFG
158
Ethos Financial Group
Pennsylvania
$13.5M +$1.5M +72,148 +12%
PAG
159
Private Advisor Group
New Jersey
$13.4M +$2.43M +117,204 +22%
PVAMC
160
PPS&V Asset Management Consultants
Michigan
$13.3M +$77.7K +3,748 +0.6%
SL
161
Systelligence LLC
Minnesota
$13.2M -$3.19M -153,752 -19%
Two Sigma Investments
162
Two Sigma Investments
New York
$13.1M +$4.95M +238,800 +61%
MWA
163
Martel Wealth Advisors
Washington
$13M -$351K -16,920 -3%
MA
164
Mutual Advisors
Nebraska
$13M +$446K +21,516 +4%
CA
165
Claro Advisors
Massachusetts
$12.8M +$2.68M +129,248 +27%
AFA
166
AllGen Financial Advisors
Florida
$12.7M +$8.16M +393,292 +180%
PP
167
Pegasus Partners
Wisconsin
$12.7M -$594K -28,660 -4%
BDF
168
Black Diamond Financial
Maryland
$12.4M +$987K +47,612 +9%
FPIS
169
Financial Planning & Information Services
Wisconsin
$12.4M +$7.72M +372,284 +165%
AFG
170
Allegheny Financial Group
Pennsylvania
$12.2M +$588K +28,328 +5%
AFP
171
Ausdal Financial Partners
Iowa
$12.1M +$707K +34,096 +6%
AIA
172
Ally Invest Advisors
North Carolina
$12.1M +$2.19M +105,740 +22%
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$12.1M +$15.8K +760 +0.1%
GCP
174
Gill Capital Partners
Colorado
$12M +$27.3K +1,316 +0.2%
SFG
175
Sage Financial Group
Pennsylvania
$11.8M +$324K +15,608 +3%
5 6
7
8 9