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 %
CAM
276
Cresset Asset Management
Illinois
$6.47M +$2.34M +100,992 +57%
NDSI
277
Newman Dignan & Sheerar Inc
Rhode Island
$6.42M -$59.5K -2,568 -0.9%
GG
278
Gleason Group
Kentucky
$6.39M -$434K -18,712 -6%
FA
279
Fiduciary Alliance
South Carolina
$6.37M +$1.87M +80,588 +42%
JFG
280
JMG Financial Group
Illinois
$6.34M -$116K -4,996 -2%
PFA
281
Pinnacle Family Advisors
Missouri
$6.33M -$2.08M -89,872 -25%
RFA
282
RTD Financial Advisors
Pennsylvania
$6.29M -$437K -18,856 -6%
MWM
283
Mission Wealth Management
California
$6.29M +$5.66M +244,224 +904%
CW
284
Connectus Wealth
Ohio
$6.23M +$2.35M +101,200 +60%
CAC
285
Certified Advisory Corp
Florida
$6.21M +$431K +18,576 +7%
FWA
286
FSM Wealth Advisors
Ohio
$6.12M +$835K +36,040 +16%
WSTAM
287
Wilbanks Smith & Thomas Asset Management
Virginia
$6.11M -$676K -29,184 -10%
GPFA
288
Game Plan Financial Advisors
Ohio
$6.11M -$109K -4,720 -2%
WCA
289
Waypoint Capital Advisors
Minnesota
$6.06M -$1.62M -69,824 -21%
PA
290
PFG Advisors
Arizona
$6.06M +$1.42M +61,340 +31%
EE
291
EWG Elevate
California
$6.01M -$2.96M -127,620 -33%
CA
292
Cambridge Advisors
Nebraska
$5.92M +$33.3K +1,436 +0.6%
JWCA
293
J.W. Cole Advisors
Florida
$5.91M +$51.6K +2,228 +0.9%
NA
294
NewEdge Advisors
Louisiana
$5.88M +$1.13M +48,848 +24%
JWA
295
JFS Wealth Advisors
Pennsylvania
$5.88M -$1.25M -53,984 -18%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$5.86M -$342K -14,748 -6%
OWM
297
OneAscent Wealth Management
Alabama
$5.86M -$844K -36,396 -13%
IFWM
298
Institute for Wealth Management
Colorado
$5.83M -$74.6K -3,220 -1%
WF
299
Warner Financial
Maryland
$5.83M +$473K +20,412 +9%
CFA
300
Cahill Financial Advisors
Minnesota
$5.8M +$836K +36,060 +17%
10 11
12
13 14