SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,127 hedge funds and large institutions have $14.9B invested in Schwab US Large-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 447 increasing their positions, 411 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+37
Holders Change %
+3.39%
% of All Funds
16.34%
Holding in Top 10
179
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.13%
% of All Funds
2.59%
New
110
Increased
447
Reduced
411
Closed
55
Calls
$13.4M
Puts
$2.14M
Net Calls
+$11.3M
Net Calls Change
-$2.06M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$157M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$807M
3
LPL Financial
3
LPL Financial
California
$321M
4
Charles Schwab
4
Charles Schwab
California
$63.1M
5
OIA
5
OneDigital Investment Advisors
Kansas
$113M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$221M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$457M
3
AIA
3
Angeles Investment Advisors
California
$71.9M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.05B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Safeguard Financial
Wisconsin
$9.42M -$1.44M -62,240 -13%
PWM
227
Prosperity Wealth Management
California
$9.41M +$41.4K +1,788 +0.4%
ASI
228
Advisory Services & Investments
Oregon
$9.26M -$910K -39,244 -9%
IAN
229
Integrated Advisors Network
Texas
$9.23M +$262K +11,324 +3%
SPC
230
Sigma Planning Corp
Michigan
$9.14M +$6.13M +264,600 +204%
UWM
231
USAdvisors Wealth Management
Minnesota
$9.13M +$555K +23,876 +6%
EH
232
Equitable Holdings
New York
$9.07M +$204K +8,812 +2%
PWSG
233
Pacific Wealth Strategies Group
California
$8.96M +$192K +8,300 +2%
RA
234
RFG Advisory
Alabama
$8.88M -$656K -28,284 -7%
TWM
235
TriaGen Wealth Management
California
$8.64M +$291K +12,572 +3%
PF
236
Prosperitas Financial
California
$8.6M +$246K +10,592 +3%
SAMC
237
Spectrum Asset Management (California)
California
$8.51M -$8.27M -356,868 -49%
CCM
238
Coldstream Capital Management
Washington
$8.48M -$1.53M -66,216 -15%
OWM
239
Opes Wealth Management
California
$8.42M +$353K +15,208 +4%
SFMG
240
Sage Financial Management Group
Virginia
$8.38M +$785K +33,844 +10%
ATWA
241
Arbor Trust Wealth Advisors
Michigan
$8.38M +$110K +4,796 +1%
HWMC
242
Heritage Wealth Management (California)
California
$8.24M -$406K -17,528 -5%
SCP
243
Shorepoint Capital Partners
Massachusetts
$8.14M -$474K -20,468 -6%
LFP
244
Leeward Financial Partners
Washington
$8.11M +$546K +23,536 +7%
TWP
245
Total Wealth Planning
Ohio
$8.07M -$1.02M -44,060 -11%
DFA
246
DHJJ Financial Advisors
Illinois
$7.9M +$256K +11,036 +3%
SWM
247
Sculati Wealth Management
Michigan
$7.83M -$77.5K -3,344 -1%
CCM
248
Ciovacco Capital Management
Georgia
$7.82M +$3.57M +153,872 +84%
DAS
249
Dynamic Advisor Solutions
Arizona
$7.77M +$70.7K +3,048 +0.9%
ACA
250
Affinity Capital Advisors
California
$7.74M -$30.4K -1,312 -0.4%
8 9
10
11 12