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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 %
AWS
176
Atria Wealth Solutions
New York
$7.7M +$232K +14,260 +3%
RWA
177
Redhawk Wealth Advisors
Minnesota
$7.69M +$7.69M +471,756 New
MWM
178
Meridian Wealth Management
Kentucky
$7.57M +$86.3K +5,300 +1%
PAG
179
Private Advisor Group
New Jersey
$7.5M +$550K +33,744 +8%
LHEI
180
Leo H. Evart Inc
California
$7.5M -$428K -26,248 -5%
AF
181
Apexium Financial
Texas
$7.45M +$235K +14,400 +3%
SFWC
182
Strategic Family Wealth Counselors
New Jersey
$7.3M -$435K -26,728 -6%
CI
183
CX Institutional
Indiana
$7.27M +$6.36M +390,008 +692%
SCP
184
Shorepoint Capital Partners
Massachusetts
$7.27M -$90K -5,524 -1%
FVWA
185
Foster Victor Wealth Advisors
South Carolina
$7.1M +$4.15M +254,880 +141%
MIFH
186
Migdal Insurance & Financial Holdings
Israel
$7.06M +$52.8K +3,240 +0.8%
WCA
187
Waypoint Capital Advisors
Minnesota
$6.88M – – –
BAM
188
Berkshire Asset Management
Pennsylvania
$6.85M +$971K +59,604 +17%
ACA
189
Affinity Capital Advisors
California
$6.78M +$36.2K +2,220 +0.5%
EE
190
EWG Elevate
California
$6.76M +$5.54M +339,780 +452%
CI
191
Conning Inc
Connecticut
$6.69M – – –
SWM
192
SeaCrest Wealth Management
New York
$6.68M +$204K +12,528 +3%
LTL
193
Lowery Thomas LLC
California
$6.66M -$54.3K -3,332 -0.8%
ASI
194
Advisory Services & Investments
Oregon
$6.62M +$26.2K +1,608 +0.4%
SCI
195
Stableford Capital II
Arizona
$6.61M +$6.61M +476,080 New
IAN
196
Integrated Advisors Network
Texas
$6.55M +$96.5K +5,924 +1%
YIA
197
YHB Investment Advisors
Connecticut
$6.53M -$803K -49,316 -11%
NDSI
198
Newman Dignan & Sheerar Inc
Rhode Island
$6.39M -$204K -12,528 -3%
MS
199
Madden Securities
Texas
$6.29M +$140K +8,568 +2%
ACA
200
Ackerman Capital Advisors
Texas
$6.17M -$193K -11,848 -3%
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