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
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 %
BSW
351
Buckingham Strategic Wealth
Missouri
$4.01M -$303K -13,084 -7%
WRPWM
352
Werba Rubin Papier Wealth Management
California
$4M -$24K -1,036 -0.6%
WIA
353
Westbourne Investment Advisors
Maryland
$4M +$53.9K +2,324 +1%
LCM
354
Liberty Capital Management
Michigan
$3.99M +$304K +13,108 +8%
MAS
355
Madden Advisory Services
Florida
$3.96M +$22.4K +968 +0.6%
CAG
356
Compass Advisory Group
New York
$3.92M -$134K -5,784 -3%
FIA
357
Foundations Investment Advisors
Arizona
$3.89M +$3.31M +142,900 +576%
EA
358
Eudaimonia Advisors
Tennessee
$3.85M +$365K +15,744 +10%
NRI
359
NFP Retirement Inc
California
$3.84M -$296K -12,768 -7%
CWM
360
Chesapeake Wealth Management
Virginia
$3.8M +$180K +7,760 +5%
HWA
361
HCR Wealth Advisors
California
$3.79M +$11.6K +500 +0.3%
AAS
362
Ameritas Advisory Services
Nebraska
$3.78M +$1.72M +75,364 +83%
IAA
363
Independent Advisor Alliance
North Carolina
$3.76M -$69.2K -2,984 -2%
KBFS
364
Kohmann Bosshard Financial Services
Ohio
$3.75M -$13.9K -600 -0.4%
NJIM
365
Nabity-Jensen Investment Management
Nebraska
$3.74M -$1.58K -68 -0%
CCM
366
Cambridge Capital Management
Illinois
$3.74M +$181K +7,796 +5%
BBW
367
Blue Barn Wealth
Utah
$3.72M -$350K -15,080 -9%
AIA
368
Arcadia Investment Advisors
Idaho
$3.69M -$107K -4,632 -3%
GIA
369
Gladstone Institutional Advisory
Florida
$3.68M -$102K -4,396 -3%
GWA
370
GGM Wealth Advisors
Maryland
$3.65M +$210K +9,064 +6%
DB
371
Dravo Bay
Delaware
$3.63M -$189K -8,136 -5%
SWM
372
Silverlake Wealth Management
Vermont
$3.61M +$235K +10,120 +7%
SA
373
Strategic Advocates
Utah
$3.61M -$16.8M -722,848 -82%
IW
374
Imprint Wealth
South Carolina
$3.6M +$2.41M +104,024 +204%
PPC
375
Park Place Capital
Alabama
$3.56M +$2.56M +110,448 +256%
13 14
15
16 17