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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 %
IAN
201
Integrated Advisors Network
Texas
$7.23M -$294K -15,672 -4%
AFG
202
Allegheny Financial Group
Pennsylvania
$7.21M -$1.99M -105,964 -22%
KFS
203
Kaizen Financial Strategies
California
$7.11M +$1.85M +97,944 +35%
DI
204
DAGCO Inc
Ohio
$7.09M +$1.33M +71,004 +23%
SAMC
205
Spectrum Asset Management (California)
California
$7.05M +$67.8K +3,616 +1%
EE
206
EWG Elevate
California
$7.01M -$763K -40,744 -10%
OWM
207
Opes Wealth Management
California
$7M -$30.3K -1,616 -0.4%
ATWA
208
Arbor Trust Wealth Advisors
Michigan
$6.78M -$106K -5,676 -2%
EH
209
Equitable Holdings
New York
$6.77M +$848K +45,268 +14%
CI
210
Conning Inc
Connecticut
$6.74M -$953K -50,884 -12%
RA
211
RFG Advisory
Alabama
$6.7M +$5.45M +290,908 +436%
TWM
212
TriaGen Wealth Management
California
$6.69M +$108K +5,740 +2%
PWSG
213
Pacific Wealth Strategies Group
California
$6.64M +$106K +5,648 +2%
TI
214
Tidal Investments
Wisconsin
$6.58M +$6.58M +351,372 New
ACA
215
Ackerman Capital Advisors
Texas
$6.55M -$552K -29,440 -8%
JIC
216
Johnson Investment Counsel
Ohio
$6.54M -$6.82K -364 -0.1%
DFA
217
DHJJ Financial Advisors
Illinois
$6.44M -$15K -800 -0.2%
SWM
218
Sculati Wealth Management
Michigan
$6.42M -$28.9K -1,540 -0.4%
FSA
219
Financial Services Advisory
Maryland
$6.42M +$2.94M +156,980 +85%
PFG
220
Piershale Financial Group
Illinois
$6.39M +$6.39M +341,204 New
RRC
221
Relaxing Retirement Coach
Massachusetts
$6.35M -$96.2K -5,132 -1%
AIA
222
Ally Invest Advisors
North Carolina
$6.34M +$1.6M +85,544 +34%
MS
223
Madden Securities
Texas
$6.34M -$893K -47,684 -12%
DADC
224
D.A. Davidson & Co
Montana
$6.15M +$99.5K +5,312 +2%
SAM
225
Smithbridge Asset Management
Pennsylvania
$6.13M +$187K +9,984 +3%
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