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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 %
OCM
201
One Capital Management
California
$6.17M -$98.9K -6,072 -2%
RC
202
Rovin Capital
Arizona
$6.12M +$142K +8,720 +2%
OWM
203
Opes Wealth Management
California
$6.12M +$44.8K +2,752 +0.7%
SAMC
204
Spectrum Asset Management (California)
California
$6.07M -$1.72M -105,824 -22%
ATWA
205
Arbor Trust Wealth Advisors
Michigan
$5.99M +$62.4K +3,828 +1%
WA
206
Win Advisors
Florida
$5.75M +$5.73M +351,504 +46,495%
TWM
207
TriaGen Wealth Management
California
$5.72M +$178K +10,932 +3%
CMP
208
Courage Miller Partners
Virginia
$5.72M +$685K +42,068 +14%
JIC
209
Johnson Investment Counsel
Ohio
$5.7M -$21.2K -1,304 -0.4%
PWSG
210
Pacific Wealth Strategies Group
California
$5.68M +$270K +16,588 +5%
RCA
211
Reitz Capital Advisors
Michigan
$5.63M -$1.68M -102,892 -23%
DFA
212
DHJJ Financial Advisors
Illinois
$5.61M -$101K -6,192 -2%
SWM
213
Sculati Wealth Management
Michigan
$5.61M -$65.5K -4,020 -1%
RRC
214
Relaxing Retirement Coach
Massachusetts
$5.61M -$64.3K -3,948 -1%
LW
215
Linscomb Wealth
Texas
$5.52M +$939K +57,612 +20%
PFWA
216
Paces Ferry Wealth Advisors
Georgia
$5.47M +$22K +1,348 +0.4%
CIA
217
Cape Investment Advisory
Georgia
$5.4M +$5.4M +331,712 New
JWA
218
JFS Wealth Advisors
Pennsylvania
$5.36M -$49K -3,008 -0.9%
WSTAM
219
Wilbanks Smith & Thomas Asset Management
Virginia
$5.29M -$172K -10,572 -3%
MAM
220
McCarthy Asset Management
California
$5.27M -$103K -6,344 -2%
DADC
221
D.A. Davidson & Co
Montana
$5.26M -$232K -14,240 -4%
AWM
222
Apollon Wealth Management
South Carolina
$5.24M -$74.8K -4,592 -1%
RFA
223
RTD Financial Advisors
Pennsylvania
$5.19M -$117K -7,172 -2%
SAM
224
Smithbridge Asset Management
Pennsylvania
$5.17M +$48.1K +2,952 +0.9%
DAS
225
Dynamic Advisor Solutions
Arizona
$5.15M -$63.2K -3,880 -1%
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