SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,090 hedge funds and large institutions have $13.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

Holders
1,090
Holders Change
+123
Holders Change %
+12.72%
% of All Funds
15.98%
Holding in Top 10
177
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.79%
% of All Funds
2.6%
New
176
Increased
409
Reduced
355
Closed
42
Calls
$17M
Puts
$3.7M
Net Calls
+$13.3M
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$315M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$659M
3
HWM
3
HRC Wealth Management
Idaho
$42.2M
4
Ameriprise
4
Ameriprise
Minnesota
$225M
5
BFS
5
Burkett Financial Services
South Carolina
$40.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$520M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.01B
3
SIS
3
Strategic Investment Solutions
Illinois
$824K
4
MG
4
Mather Group
Illinois
$749M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.01B 12,130,371 -668,485 -5%
MG
2
Mather Group
Illinois
$749M 9,024,237 -399,913 -4%
SEI Investments
3
SEI Investments
Pennsylvania
$747M 9,004,383 +341,684 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$659M 7,938,982 +1,617,687 +26%
Osaic Holdings
5
Osaic Holdings
Arizona
$520M 6,264,900 -1,371,863 -18%
APP
6
Avantax Planning Partners
Iowa
$409M 4,931,667 -200,657 -4%
Morgan Stanley
7
Morgan Stanley
New York
$315M 3,794,674 +1,969,109 +108%
Mariner
8
Mariner
Kansas
$305M 3,673,811 +55,293 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$267M 3,222,090 +118,673 +4%
LPL Financial
10
LPL Financial
California
$227M 2,733,270 +191,424 +8%
Ameriprise
11
Ameriprise
Minnesota
$225M 2,714,783 +488,176 +22%
FEG
12
Fund Evaluation Group
Ohio
$196M 2,359,400 -81,015 -3%
FPCG
13
Fort Pitt Capital Group
Pennsylvania
$163M 1,968,100 -31,270 -2%
AIA
14
Angeles Investment Advisors
California
$150M 1,803,200 +41,000 +2%
ML
15
McAdam LLC
Pennsylvania
$139M 1,678,308 +58,102 +4%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$129M 1,553,099 +90,316 +6%
FFN
17
Focus Financial Network
Minnesota
$122M 1,467,650 +285,105 +24%
Bank of America
18
Bank of America
North Carolina
$115M 1,381,350 +142,885 +12%
TWM
19
Thrive Wealth Management
Pennsylvania
$103M 1,239,780 +4,846 +0.4%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$97M 1,168,843 +218,236 +23%
MML Investors Services
21
MML Investors Services
Massachusetts
$95.8M 1,154,482 +273,515 +31%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$91M 1,096,607 +291,600 +36%
HighTower Advisors
23
HighTower Advisors
Illinois
$83.5M 1,006,708 -26,717 -3%
MAM
24
Marquette Asset Management
Minnesota
$83.3M 1,003,822 -86,259 -8%
HWA
25
HHM Wealth Advisors
Tennessee
$77.7M 936,215 -31,663 -3%
1
2 3 4 5