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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.

New
Increased
Maintained
Reduced
Closed
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
Angeles Investment Advisors
California
$256M
2
Morgan Stanley
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
4
FMP
Financial Management Professionals
Texas
$35.5M
5
OCM
One Capital Management
California
$41.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.08B
3
FEG
Fund Evaluation Group
Ohio
$181M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
SEI Investments
Pennsylvania
$643M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
Meridian Wealth Management
Kentucky
$9.06M +$357K +19,044 +4%
PIP
177
Peachtree Investment Partners
Florida
$9.06M +$5.25M +280,324 +138%
MMA
178
Miracle Mile Advisors
California
$8.99M -$4.43M -236,644 -33%
FWA
179
FSC Wealth Advisors
New York
$8.99M +$8.97M +478,720 +59,248%
AF
180
Apexium Financial
Texas
$8.9M +$335K +17,856 +4%
BP
181
Broadleaf Partners
Ohio
$8.88M -$31.6K -1,684 -0.4%
FWP
182
FAS Wealth Partners
Kansas
$8.85M -$1.47M -78,220 -14%
RC
183
Rovin Capital
Arizona
$8.84M +$1.8M +96,156 +26%
CSIA
184
Charles Schwab Investment Advisory
California
$8.78M -$1.27M -67,516 -13%
SF
185
Safeguard Financial
Wisconsin
$8.75M -$150K -8,016 -2%
CCM
186
Coldstream Capital Management
Washington
$8.73M -$566K -30,188 -6%
PWM
187
Prosperity Wealth Management
California
$8.72M +$3.07M +164,012 +54%
LHEI
188
Leo H. Evart Inc
California
$8.53M -$88.3K -4,712 -1%
TWP
189
Total Wealth Planning
Ohio
$8.53M -$1.46M -77,932 -15%
SFWC
190
Strategic Family Wealth Counselors
New Jersey
$8.4M +$11K +588 +0.1%
CA
191
Claro Advisors
Massachusetts
$8.33M +$4.63M +247,232 +125%
SWM
192
SeaCrest Wealth Management
New York
$8.22M +$536K +28,596 +7%
ASI
193
Advisory Services & Investments
Oregon
$8.12M +$501K +26,744 +7%
SCP
194
Shorepoint Capital Partners
Massachusetts
$7.9M -$454K -24,212 -5%
LTL
195
Lowery Thomas LLC
California
$7.8M +$144K +7,708 +2%
WCA
196
Waypoint Capital Advisors
Minnesota
$7.72M -$191K -10,196 -2%
FVWA
197
Foster Victor Wealth Advisors
South Carolina
$7.59M -$584K -31,132 -7%
YIA
198
YHB Investment Advisors
Connecticut
$7.56M +$49.7K +2,652 +0.7%
ACA
199
Affinity Capital Advisors
California
$7.45M -$353K -18,856 -5%
AWS
200
Atria Wealth Solutions
New York
$7.25M -$1.61M -85,952 -18%
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