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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 %
DADC
251
D.A. Davidson & Co
Montana
$7.73M +$194K +8,376 +3%
FSA
252
Financial Services Advisory
Maryland
$7.65M -$136K -5,860 -2%
MAM
253
McCarthy Asset Management
California
$7.62M +$55.4K +2,392 +0.7%
BCM
254
Brookstone Capital Management
Illinois
$7.49M -$1.3M -55,976 -15%
SAM
255
Smithbridge Asset Management
Pennsylvania
$7.47M -$56.9K -2,456 -0.8%
MA
256
MBA Advisors
Pennsylvania
$7.34M -$780K -33,664 -10%
BAM
257
Berkshire Asset Management
Pennsylvania
$7.29M +$1.05M +45,080 +17%
TFG
258
Team Financial Group
California
$7.22M +$5.09M +219,504 +239%
ISWM
259
Independent Solutions Wealth Management
New York
$7.15M -$56.3K -2,428 -0.8%
CMP
260
Courage Miller Partners
Virginia
$7.14M -$46.3K -1,996 -0.6%
FVWA
261
Foster Victor Wealth Advisors
South Carolina
$7.09M -$716K -30,696 -9%
EWA
262
EP Wealth Advisors
California
$7.04M -$548K -23,620 -7%
EP
263
Eudaimonia Partners
Tennessee
$6.99M +$874K +37,700 +14%
CIA
264
Cape Investment Advisory
Georgia
$6.95M -$144K -6,200 -2%
TPCW
265
TD Private Client Wealth
New York
$6.74M +$578K +24,916 +9%
MMA
266
Miracle Mile Advisors
California
$6.73M -$659K -28,428 -9%
RFM
267
Royal Fund Management
Florida
$6.72M +$122K +5,256 +2%
MFG
268
Mainsail Financial Group
Washington
$6.69M +$67.4K +2,908 +1%
IWP
269
Invenio Wealth Partners
Florida
$6.64M +$3.83M +165,196 +136%
MS
270
Madden Securities
Texas
$6.64M -$1.06M -45,684 -14%
IIC
271
Integrated Investment Consultants
Michigan
$6.58M -$160K -6,896 -2%
KWM
272
Kingsview Wealth Management
Oregon
$6.57M +$839K +36,200 +15%
JWBC
273
John W. Brooker & Co
California
$6.56M +$67.6K +2,916 +1%
AOG
274
Alpha Omega Group
Virginia
$6.54M +$6.54M +282,208 New
VC
275
Veery Capital
Delaware
$6.52M -$15.7K -676 -0.2%
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