Schwab US Large-Cap Growth ETF
SCHG
970 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 87 funds opening new positions, 361 increasing their positions, 372 reducing their positions, and 44 closing their positions.
223% more call options, than puts
Call options by funds: $8.46M | Put options by funds: $2.62M
98% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 44
3% more funds holding
Funds holding: 943 → 970 (+27)
0.62% less ownership
Funds ownership: 231.41% → 230.8% (-0.62%)
3% less capital invested
Capital invested by funds: $11.2B → $10.9B (-$308M)
3% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 372
3% less funds holding in top 10
Funds holding in top 10: 154 → 149 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$81.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$68.3M |
| 3 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$46.7M |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$33.2M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$125M |
| 2 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$124M |
| 3 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$60.5M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$27.2M |
| 5 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$19.7M |
SCHG Hedge Fund Activity: Q3 2023 in Review
970 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2023, worth a combined $10.9B — down 2.8% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new SCHG positions and 44 closed out — a net gain of 43 holders — while 361 added to existing stakes and 372 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $81.4M. The largest seller was Financial Engines Advisors, cutting an estimated $125M.
- 970 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2023, up from 943 in Q2 2023.
- Funds reported $10.9B of Schwab US Large-Cap Growth ETF stock for Q3 2023, down 2.8% quarter-over-quarter.
- 87 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2023 and 44 closed out, a net change of +43 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2023 was Osaic Holdings, an estimated $81.4M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2023 was Financial Engines Advisors, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2023.