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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 %
MFG
376
Magnus Financial Group
New York
$3.55M -$289K -12,476 -8%
LW
377
Linscomb Wealth
Texas
$3.48M +$233K +10,072 +7%
ACA
378
Aptus Capital Advisors
Alabama
$3.47M +$3.03M +130,880 +694%
GRP
379
Global Retirement Partners
California
$3.43M -$1.71M -73,776 -33%
FPFS
380
First Personal Financial Services
North Carolina
$3.42M -$248K -10,720 -7%
CIC
381
Carnegie Investment Counsel
Ohio
$3.41M +$444K +19,148 +15%
AT
382
Arlington Trust
Alabama
$3.38M – – –
DBRC
383
D.B. Root & Company
Pennsylvania
$3.33M +$822K +35,460 +33%
FA
384
Fagan Associates
New York
$3.33M +$138K +5,944 +4%
PIA
385
Panoramic Investment Advisors
Colorado
$3.28M +$87.9K +3,792 +3%
ADL
386
Asset Dedication LLC
California
$3.27M -$197K -8,488 -6%
EFG
387
Embree Financial Group
Illinois
$3.26M -$57.6K -2,484 -2%
CL
388
Choreo LLC
Illinois
$3.26M +$121K +5,204 +4%
FAIM
389
Financial Advocates Investment Management
Washington
$3.26M -$1.97M -88,536 -38%
LWM
390
Laidlaw Wealth Management
New York
$3.25M -$962K -41,508 -23%
CAG
391
Csenge Advisory Group
Florida
$3.24M -$115K -4,976 -3%
BWM
392
Boyd Wealth Management
California
$3.23M +$1.67K +72 +0.1%
BFM
393
Broadview Financial Management
Wisconsin
$3.21M -$286K -12,348 -8%
BIA
394
Bigelow Investment Advisors
Maine
$3.19M +$7.23K +312 +0.2%
SWM
395
Scissortail Wealth Management
Oklahoma
$3.16M +$3.16M +136,148 New
BCM
396
Barden Capital Management
Texas
$3.14M -$2M -86,452 -39%
PI
397
PFG Investments
New York
$3.11M +$3.11M +134,208 New
CPRC
398
Consolidated Portfolio Review Corp
New York
$3.1M +$28.2K +1,216 +0.9%
LWM
399
LongView Wealth Management
Georgia
$3.08M +$196K +8,452 +7%
TAM
400
Townsend Asset Management
North Carolina
$3.08M +$91.7K +3,956 +3%
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