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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 %
SFA
176
Sequoia Financial Advisors
Ohio
$11.8M +$386K +18,624 +3%
NFG
177
Northeast Financial Group
Pennsylvania
$11.7M -$994K -47,924 -8%
SWP
178
Stratos Wealth Partners
Ohio
$11.7M -$4.02M -193,924 -26%
LTL
179
Lowery Thomas LLC
California
$11.6M +$1.64M +79,120 +16%
AF
180
Apexium Financial
Texas
$11.5M +$1.03M +49,732 +10%
RC
181
Rovin Capital
Arizona
$11.4M +$2.4M +115,932 +27%
MBI
182
May Barnhard Investments
Maryland
$11.3M +$11.3M +544,932 New
MWM
183
Meridian Wealth Management
Kentucky
$11.2M -$11.5M -555,336 -51%
SF
184
Schaeffer Financial
Maryland
$11.2M +$11.2M +539,192 New
LC
185
LCNB Corp
Ohio
$11.2M -$284K -13,684 -2%
MAG
186
Members Advisory Group
New York
$10.7M -$318K -15,348 -3%
VCA
187
Verdence Capital Advisors
Maryland
$10.7M +$304K +14,660 +3%
PS
188
Principal Securities
Iowa
$10.6M +$10.6M +509,612 New
KNFPWM
189
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$10.5M +$10.5M +508,348 New
BWL
190
Bogart Wealth LLC
Virginia
$10.5M +$298K +14,360 +3%
RGF
191
Retirement Guys Formula
Ohio
$10.5M -$2.37M -114,060 -18%
BP
192
Broadleaf Partners
Ohio
$10.4M +$1.53M +73,936 +17%
CNWM
193
Clay Northam Wealth Management
California
$10.3M -$157K -7,592 -2%
NFW
194
Noble Family Wealth
Florida
$10.3M -$53.1K -2,560 -0.5%
PSCM
195
Per Stirling Capital Management
Texas
$10.2M +$18.6K +896 +0.2%
CA
196
CoreCap Advisors
Michigan
$10.1M +$1.66M +79,952 +20%
QAM
197
Q3 Asset Management
Michigan
$10.1M +$3.75M +172,140 +59%
EFG
198
Everhart Financial Group
Ohio
$9.98M +$20.7K +1,000 +0.2%
MNBTD
199
Moody National Bank Trust Division
Texas
$9.91M +$9.91M +477,808 New
CA
200
Cambridge Associates
Massachusetts
$9.91M +$9.91M +477,808 New
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