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Schwab US Large-Cap Growth ETF

971 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, 361 increasing their positions, 371 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $8.46M | Put options by funds: $2.62M

102% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 44

3% more funds holding

Funds holding: 942971 (+29)

0.05% more ownership

Funds ownership: 231.8%231.85% (+0.05%)

2% less capital invested

Capital invested by funds: $11.2B → $10.9B (-$260M)

3% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 371

3% less funds holding in top 10

Funds holding in top 10: 154149 (-5)

Holders
971
Holders Change
+29
Holders Change %
+3.08%
% of All Funds
15.41%
Holding in Top 10
149
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.25%
% of All Funds
2.36%
New
89
Increased
361
Reduced
371
Closed
44
Calls
$8.46M
Puts
$2.62M
Net Calls
+$5.84M
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Change in
Stake
NFW
176
Noble Family Wealth
Florida
$9.03M -$307K -16,292 -3%
BWL
177
Bogart Wealth LLC
Virginia
$8.93M +$55.4K +2,944 +0.6%
MIFH
178
Migdal Insurance & Financial Holdings
Israel
$8.91M -$558K -29,636 -6%
PSCM
179
Per Stirling Capital Management
Texas
$8.9M +$85.4K +4,536 +0.9%
CA
180
Claro Advisors
Massachusetts
$8.84M +$788K +41,864 +9%
LTL
181
Lowery Thomas LLC
California
$8.76M +$1.23M +65,396 +16%
EFG
182
Everhart Financial Group
Ohio
$8.72M -$342K -18,156 -4%
GGI
183
GPM Growth Investors
Michigan
$8.69M -$488K -25,940 -5%
AIA
184
Ally Invest Advisors
North Carolina
$8.66M +$2.59M +137,720 +41%
RWP
185
Revolve Wealth Partners
New Jersey
$8.57M -$678K -36,040 -7%
KFS
186
Kaizen Financial Strategies
California
$8.38M +$1.58M +83,748 +22%
SWM
187
SeaCrest Wealth Management
New York
$8.32M +$353K +18,728 +4%
SF
188
Safeguard Financial
Wisconsin
$8.28M -$213K -11,312 -2%
FWP
189
FAS Wealth Partners
Kansas
$8.19M -$405K -21,516 -5%
SFWC
190
Strategic Family Wealth Counselors
New Jersey
$8.18M +$32.9K +1,748 +0.4%
LHEI
191
Leo H. Evart Inc
California
$8.07M -$211K -11,220 -2%
ASI
192
Advisory Services & Investments
Oregon
$7.93M +$52.3K +2,776 +0.6%
CCM
193
Coldstream Capital Management
Washington
$7.93M -$560K -29,760 -6%
RC
194
Rovin Capital
Arizona
$7.88M -$723K -38,428 -8%
BP
195
Broadleaf Partners
Ohio
$7.8M -$842K -44,752 -9%
TWP
196
Total Wealth Planning
Ohio
$7.74M -$556K -29,536 -6%
PWM
197
Prosperity Wealth Management
California
$7.55M -$942K -50,048 -11%
SCP
198
Shorepoint Capital Partners
Massachusetts
$7.43M -$249K -13,208 -3%
CA
199
CoreCap Advisors
Michigan
$7.43M +$3.86M +205,268 +101%
IWM
200
IHT Wealth Management
Illinois
$7.41M +$1.65M +87,500 +27%

SCHG Hedge Fund Activity: Q3 2023 in Review

971 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2023, worth a combined $10.9B — down 2.3% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SCHG positions and 44 closed out — a net gain of 45 holders — while 361 added to existing stakes and 371 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $81.4M. The largest seller was Financial Engines Advisors, cutting an estimated $125M.

  • 971 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2023, up from 942 in Q2 2023.
  • Funds reported $10.9B of Schwab US Large-Cap Growth ETF stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 89 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2023 and 44 closed out, a net change of +45 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q3 2023 was Osaic Holdings, an estimated $81.4M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q3 2023 was Financial Engines Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.