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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.

Holders
938
Holders Change
+51
Holders Change %
+5.75%
% of All Funds
14.8%
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
1
Angeles Investment Advisors
California
$256M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$459M
4
FMP
4
Financial Management Professionals
Texas
$35.5M
5
OCM
5
One Capital Management
California
$41.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.08B
3
FEG
3
Fund Evaluation Group
Ohio
$181M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
5
SEI Investments
Pennsylvania
$643M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.08B 14,459,026 -1,632,698 -10%
MG
2
Mather Group
Illinois
$714M 9,522,451 -10,145 -0.1%
SEI Investments
3
SEI Investments
Pennsylvania
$643M 8,585,661 -362,449 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$491M 6,555,251 -313,106 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$459M 6,122,481 +707,740 +13%
APP
6
Avantax Planning Partners
Iowa
$395M 5,272,310 -357,111 -6%
Mariner
7
Mariner
Kansas
$263M 3,514,085 -78,773 -2%
AIA
8
Angeles Investment Advisors
California
$256M 3,409,300 +1,891,300 +125%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$236M 3,148,636 +90,448 +3%
FEG
10
Fund Evaluation Group
Ohio
$181M 2,413,658 -638,780 -21%
LPL Financial
11
LPL Financial
California
$178M 2,376,580 +190,380 +9%
Ameriprise
12
Ameriprise
Minnesota
$162M 2,158,857 +361,456 +20%
FPCG
13
Fort Pitt Capital Group
Pennsylvania
$150M 1,995,602 -410,413 -17%
Morgan Stanley
14
Morgan Stanley
New York
$140M 1,870,567 +742,747 +66%
ML
15
McAdam LLC
Pennsylvania
$116M 1,544,441 +49,096 +3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$104M 1,392,393 +77,875 +6%
TWM
17
Thrive Wealth Management
Pennsylvania
$95.3M 1,270,877 -116,700 -8%
FFN
18
Focus Financial Network
Minnesota
$89.6M 1,195,256 -6,119 -0.5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$87.4M 1,166,331 +68,557 +6%
MAM
20
Marquette Asset Management
Minnesota
$84.2M 1,123,058 -16,349 -1%
HWA
21
HHM Wealth Advisors
Tennessee
$83.3M 1,111,601 +11,680 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$77.6M 1,034,848 +4,133 +0.4%
FA
23
Financial Advisors
Massachusetts
$71.2M 950,253 +3,250 +0.3%
AssetMark Inc
24
AssetMark Inc
California
$70.2M 936,439 +29,329 +3%
Bank of America
25
Bank of America
North Carolina
$68.2M 910,547 -204,272 -18%
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