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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.

New
Increased
Maintained
Reduced
Closed
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
Osaic Holdings
Arizona
$555M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$68.4M
3
GBWM
Granite Bay Wealth Management
New Hampshire
$50.9M
4
SIS
Strategic Investment Solutions
Illinois
$47.2M
5
MCM
MAI Capital Management
Ohio
$36.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$931M
2
AIA
Angeles Investment Advisors
California
$128M
3
TIM
Total Investment Management
Arizona
$664K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
5
AG
Appleton Group
Wisconsin
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFW
176
Noble Family Wealth
Florida
$9.03M -$296K -16,292 -3%
BWL
177
Bogart Wealth LLC
Virginia
$8.93M +$53.5K +2,944 +0.6%
MIFH
178
Migdal Insurance & Financial Holdings
Israel
$8.91M -$539K -29,636 -6%
PSCM
179
Per Stirling Capital Management
Texas
$8.9M +$82.5K +4,536 +0.9%
CA
180
Claro Advisors
Massachusetts
$8.84M +$761K +41,864 +9%
LTL
181
Lowery Thomas LLC
California
$8.76M +$1.19M +65,396 +16%
EFG
182
Everhart Financial Group
Ohio
$8.72M -$330K -18,156 -4%
GGI
183
GPM Growth Investors
Michigan
$8.69M -$472K -25,940 -5%
AIA
184
Ally Invest Advisors
North Carolina
$8.66M +$2.5M +137,720 +41%
RWP
185
Revolve Wealth Partners
New Jersey
$8.57M -$655K -36,040 -7%
KFS
186
Kaizen Financial Strategies
California
$8.38M +$1.52M +83,748 +22%
SWM
187
SeaCrest Wealth Management
New York
$8.32M +$340K +18,728 +4%
SF
188
Safeguard Financial
Wisconsin
$8.28M -$206K -11,312 -2%
FWP
189
FAS Wealth Partners
Kansas
$8.19M -$391K -21,516 -5%
SFWC
190
Strategic Family Wealth Counselors
New Jersey
$8.18M +$31.8K +1,748 +0.4%
LHEI
191
Leo H. Evart Inc
California
$8.07M -$204K -11,220 -2%
ASI
192
Advisory Services & Investments
Oregon
$7.93M +$50.5K +2,776 +0.6%
CCM
193
Coldstream Capital Management
Washington
$7.93M -$541K -29,760 -6%
RC
194
Rovin Capital
Arizona
$7.88M -$699K -38,428 -8%
BP
195
Broadleaf Partners
Ohio
$7.8M -$814K -44,752 -9%
TWP
196
Total Wealth Planning
Ohio
$7.74M -$537K -29,536 -6%
PWM
197
Prosperity Wealth Management
California
$7.55M -$910K -50,048 -11%
SCP
198
Shorepoint Capital Partners
Massachusetts
$7.43M -$240K -13,208 -3%
CA
199
CoreCap Advisors
Michigan
$7.43M +$3.73M +205,268 +101%
IWM
200
IHT Wealth Management
Illinois
$7.41M +$1.59M +87,500 +27%
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