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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$221M
2
Osaic Holdings
Osaic Holdings
Arizona
$457M
3
AIA
Angeles Investment Advisors
California
$71.9M
4
Financial Engines Advisors
Financial Engines Advisors
California
$1.05B
5
GBWM
Granite Bay Wealth Management
New Hampshire
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
326
Lido Advisors
California
$4.79M -$24.6M -1,060,320 -84%
RCA
327
Reitz Capital Advisors
Michigan
$4.77M – – –
PBF
328
Petix & Botte Financial
California
$4.7M +$4.7M +202,860 New
SPIA
329
Steward Partners Investment Advisory
New York
$4.67M +$3.46M +149,112 +285%
TDWM
330
Topel & Distasi Wealth Management
California
$4.66M -$40.6K -1,752 -0.9%
BCWM
331
Bartlett & Co Wealth Management
Ohio
$4.6M +$120K +5,176 +3%
William Blair & Company
332
William Blair & Company
Illinois
$4.53M -$111K -4,780 -2%
LIWM
333
Long Island Wealth Management
New York
$4.5M -$229K -9,880 -5%
ECML
334
Eagle Capital Management (Louisiana)
Louisiana
$4.49M +$697K +30,080 +18%
B
335
Bensler
Washington
$4.45M -$884K -38,116 -17%
SAF
336
Smith Anglin Financial
Texas
$4.43M +$22.3K +964 +0.5%
TC
337
TownSquare Capital
Utah
$4.38M +$134K +5,780 +3%
DCM
338
Donaldson Capital Management
Indiana
$4.37M +$552K +23,816 +14%
KWA
339
Kingswood Wealth Advisors
California
$4.3M +$4.3M +185,632 New
GAA
340
Global Assets Advisory
Florida
$4.26M +$4.26M +1,579,828 New
BA
341
Bridge Advisory
California
$4.2M +$1.37M +59,112 +48%
FNBSF
342
First National Bank Sioux Falls
South Dakota
$4.18M +$271K +11,704 +7%
SF
343
Synovus Financial
Georgia
$4.17M +$624K +26,904 +18%
SWM
344
Schwallier Wealth Management
Michigan
$4.16M -$536K -23,140 -11%
MCA
345
MSH Capital Advisors
Arizona
$4.06M +$776K +33,468 +24%
CAP
346
Columbia Advisory Partners
Washington
$4.06M +$169K +7,292 +4%
GVAG
347
Great Valley Advisor Group
Delaware
$4.05M -$1.73M -74,800 -30%
LWL
348
Leo Wealth LLC
Texas
$4.03M +$60.7K +2,616 +2%
DWM
349
Dakota Wealth Management
Florida
$4.02M +$229K +9,864 +6%
OC
350
Oppenheimer & Co
New York
$4.01M +$594K +25,640 +17%
12 13
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