SCHG icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.05B 16,091,724 -348,198 -2%
MG
2
Mather Group
Illinois
$621M 9,532,596 +618,478 +7%
SEI Investments
3
SEI Investments
Pennsylvania
$583M 8,948,110 +198,059 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$448M 6,868,357 +460,426 +7%
APP
5
Avantax Planning Partners
Iowa
$367M 5,629,421 -1,010,193 -15%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$353M 5,414,741 +491,890 +10%
Mariner
7
Mariner
Kansas
$234M 3,592,858 +100,272 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$199M 3,058,188 +99,757 +3%
FEG
9
Fund Evaluation Group
Ohio
$199M 3,052,438 -138,871 -4%
FPCG
10
Fort Pitt Capital Group
Pennsylvania
$157M 2,406,015 +108,667 +5%
LPL Financial
11
LPL Financial
California
$142M 2,186,200 +24,480 +1%
Ameriprise
12
Ameriprise
Minnesota
$117M 1,797,401 +174,528 +11%
AIA
13
Angeles Investment Advisors
California
$98.9M 1,518,000 +1,518,000 New
ML
14
McAdam LLC
Pennsylvania
$97.5M 1,495,345 +849,362 +131%
TWM
15
Thrive Wealth Management
Pennsylvania
$90.4M 1,387,577 +62,159 +5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$85.7M 1,314,518 +14,374 +1%
FFN
17
Focus Financial Network
Minnesota
$78.3M 1,201,375 +49,328 +4%
MAM
18
Marquette Asset Management
Minnesota
$74.3M 1,139,407 -34,780 -3%
Morgan Stanley
19
Morgan Stanley
New York
$73.5M 1,127,820 -36,445 -3%
Bank of America
20
Bank of America
North Carolina
$72.7M 1,114,819 +235,713 +27%
HWA
21
HHM Wealth Advisors
Tennessee
$71.7M 1,099,921 +157,014 +17%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$71.5M 1,097,774 +26,158 +2%
KF
23
Krilogy Financial
Missouri
$70.7M 1,085,234 -9,622 -0.9%
HighTower Advisors
24
HighTower Advisors
Illinois
$67.2M 1,030,715 +148,864 +17%
FA
25
Financial Advisors
Massachusetts
$61.7M 947,003 +48,251 +5%
1
2 3 4 5