SCHG icon

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.

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
1
Osaic Holdings
Arizona
$555M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68.4M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$50.9M
4
SIS
4
Strategic Investment Solutions
Illinois
$47.2M
5
MCM
5
MAI Capital Management
Ohio
$36.4M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$931M
2
AIA
2
Angeles Investment Advisors
California
$128M
3
TIM
3
Total Investment Management
Arizona
$664K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
5
AG
5
Appleton Group
Wisconsin
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$931M 12,798,856 -1,660,170 -11%
MG
2
Mather Group
Illinois
$685M 9,424,150 -98,301 -1%
SEI Investments
3
SEI Investments
Pennsylvania
$630M 8,662,699 +77,038 +0.9%
Osaic Holdings
4
Osaic Holdings
Arizona
$555M 7,636,763 +1,081,512 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$460M 6,321,295 +198,814 +3%
APP
6
Avantax Planning Partners
Iowa
$373M 5,132,324 -139,986 -3%
Mariner
7
Mariner
Kansas
$263M 3,618,518 +104,433 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$226M 3,103,417 -45,219 -1%
LPL Financial
9
LPL Financial
California
$185M 2,541,846 +165,266 +7%
FEG
10
Fund Evaluation Group
Ohio
$177M 2,440,415 +26,757 +1%
Ameriprise
11
Ameriprise
Minnesota
$162M 2,226,607 +67,750 +3%
FPCG
12
Fort Pitt Capital Group
Pennsylvania
$145M 1,999,370 +3,768 +0.2%
Morgan Stanley
13
Morgan Stanley
New York
$133M 1,825,565 -45,002 -2%
AIA
14
Angeles Investment Advisors
California
$128M 1,762,200 -1,647,100 -48%
ML
15
McAdam LLC
Pennsylvania
$118M 1,620,206 +75,765 +5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$106M 1,462,783 +70,390 +5%
Bank of America
17
Bank of America
North Carolina
$90.1M 1,238,465 +327,918 +36%
TWM
18
Thrive Wealth Management
Pennsylvania
$89.8M 1,234,934 -35,943 -3%
FFN
19
Focus Financial Network
Minnesota
$86M 1,182,545 -12,711 -1%
MAM
20
Marquette Asset Management
Minnesota
$79.3M 1,090,081 -32,977 -3%
HighTower Advisors
21
HighTower Advisors
Illinois
$75.1M 1,033,425 -1,423 -0.1%
HWA
22
HHM Wealth Advisors
Tennessee
$70.4M 967,878 -143,723 -13%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$69.1M 950,607 +69,640 +8%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$68.4M 940,709 +906,524 +2,652%
FA
25
Financial Advisors
Massachusetts
$67.1M 922,244 -28,009 -3%
1
2 3 4 5