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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 %
PAG
301
Powers Advisory Group
Illinois
$5.71M +$188K +8,104 +3%
CFD
302
Creative Financial Designs
Indiana
$5.71M +$571K +24,612 +11%
FWA
303
FSC Wealth Advisors
New York
$5.7M +$5.7M +245,896 New
H
304
HoyleCohen
California
$5.63M +$392K +16,904 +7%
Citigroup
305
Citigroup
New York
$5.6M +$4.36M +188,200 +353%
CJH
306
Christopher J. Hasenberg
Wisconsin
$5.58M +$17.9K +772 +0.3%
EWA
307
Exencial Wealth Advisors
Oklahoma
$5.43M +$291K +12,560 +6%
GWM
308
GSB Wealth Management
Connecticut
$5.4M +$759K +32,724 +16%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$5.35M +$176K +7,584 +3%
HA
310
HC Advisors
Georgia
$5.35M -$301K -13,000 -5%
FWS
311
FinDec Wealth Services
California
$5.21M -$105K -4,520 -2%
CPIG
312
Chicago Partners Investment Group
Illinois
$5.21M +$790K +35,364 +18%
SCM
313
Steele Capital Management
Iowa
$5.18M -$467K -20,128 -8%
JPLA
314
Joseph P. Lucia & Associates
New York
$5.15M +$152K +6,564 +3%
VBWMG
315
Von Berge Wealth Management Group
California
$5.14M +$351K +15,152 +7%
Corient Private Wealth
316
Corient Private Wealth
Florida
$5.13M +$21.3K +920 +0.4%
ACS
317
Archford Capital Strategies
Illinois
$5.08M +$459K +19,812 +10%
Fidelity Investments
318
Fidelity Investments
Massachusetts
$5.07M +$877K +37,820 +21%
HCM
319
Hengehold Capital Management
Ohio
$5.05M -$214K -9,224 -4%
BBWP
320
Beacon Bridge Wealth Partners
Pennsylvania
$5.01M +$831K +35,836 +20%
MMHP
321
Murphy Middleton Hinkle & Parker
Georgia
$4.99M +$821K +35,404 +20%
AWM
322
AE Wealth Management
Kansas
$4.97M -$16.6M -716,696 -77%
RIA
323
Regal Investment Advisors
Michigan
$4.93M +$3.94M +169,924 +397%
CE
324
Cornerstone Enterprises
Wisconsin
$4.87M -$3.93M -169,492 -45%
MAG
325
Mayfair Advisory Group
Alabama
$4.86M +$7.42K +320 +0.2%
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