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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 %
CI
201
Conning Inc
Connecticut
$7.4M +$857K +47,164 +13%
HI
202
Harbour Investments
Wisconsin
$7.22M +$2.24M +123,432 +45%
YIA
203
YHB Investment Advisors
Connecticut
$7.17M -$164K -9,008 -2%
Two Sigma Investments
204
Two Sigma Investments
New York
$7.16M +$7.16M +393,600 New
MMA
205
Miracle Mile Advisors
California
$7.09M -$1.63M -89,744 -19%
RA
206
RFG Advisory
Alabama
$7.07M +$572K +31,436 +9%
PF
207
Prosperitas Financial
California
$7.07M +$7.07M +388,952 New
FVWA
208
Foster Victor Wealth Advisors
South Carolina
$7.01M -$527K -28,332 -7%
ACA
209
Affinity Capital Advisors
California
$6.89M -$337K -18,540 -5%
WCA
210
Waypoint Capital Advisors
Minnesota
$6.82M -$675K -37,156 -9%
IAN
211
Integrated Advisors Network
Texas
$6.79M -$232K -12,752 -3%
TI
212
Tidal Investments
Wisconsin
$6.67M +$286K +15,756 +4%
PWSG
213
Pacific Wealth Strategies Group
California
$6.67M +$231K +12,704 +4%
SAMC
214
Spectrum Asset Management (California)
California
$6.66M -$183K -10,084 -3%
OWM
215
Opes Wealth Management
California
$6.66M -$138K -7,608 -2%
EH
216
Equitable Holdings
New York
$6.63M +$60.3K +3,316 +0.9%
TWM
217
TriaGen Wealth Management
California
$6.63M +$139K +7,664 +2%
EE
218
EWG Elevate
California
$6.61M -$192K -10,572 -3%
JIC
219
Johnson Investment Counsel
Ohio
$6.48M +$129K +7,080 +2%
PFA
220
Pinnacle Family Advisors
Missouri
$6.44M +$862K +47,420 +15%
ATWA
221
Arbor Trust Wealth Advisors
Michigan
$6.39M -$195K -10,716 -3%
MA
222
MBA Advisors
Pennsylvania
$6.27M +$394K +21,676 +7%
SWM
223
Sculati Wealth Management
Michigan
$6.23M -$2.18K -120 -0%
FSA
224
Financial Services Advisory
Maryland
$6.17M -$53.5K -2,944 -0.9%
GVAG
225
Great Valley Advisor Group
Delaware
$6.11M +$1.48M +81,532 +32%
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