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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 %
FFS
401
Founders Financial Securities
Maryland
$3.05M +$412K +17,784 +16%
CFGSD
402
Compass Financial Group (South Dakota)
South Dakota
$3.05M +$724K +31,212 +31%
BOPW
403
Brandywine Oak Private Wealth
Pennsylvania
$3.05M +$93 +4 +0%
DIA
404
Dana Investment Advisors
Wisconsin
$3.02M -$395K -17,040 -12%
PWS
405
Precision Wealth Strategies
Missouri
$3.01M +$1.51M +64,936 +100%
AA
406
Aire Advisors
California
$3M -$148K -6,396 -5%
MCCA
407
Mill Creek Capital Advisors
Pennsylvania
$2.99M -$6.77K -292 -0.2%
CW
408
CreativeOne Wealth
Kansas
$2.99M +$2.69M +116,128 +909%
RPGK
409
Retirement Planning Group (Kansas)
Kansas
$2.99M +$43.8K +1,888 +1%
HFA
410
Highland Financial Advisors
New Jersey
$2.95M – – –
CRC
411
Curi RMB Capital
Illinois
$2.94M +$2.56M +110,476 +676%
BAMG
412
Brand Asset Management Group
Missouri
$2.92M -$52.7K -2,272 -2%
AIM
413
Athena Investment Management
California
$2.89M -$1.21K -52 -0%
TYCC
414
Texas Yale Capital Corp
Florida
$2.89M – – –
CFG
415
Cooper Financial Group
California
$2.89M +$269K +11,616 +10%
MOS
416
MGO One Seven
Ohio
$2.86M +$301K +12,976 +12%
CWM
417
Congress Wealth Management
Massachusetts
$2.85M +$12K +516 +0.4%
SFC
418
Sprinkle Financial Consultants
Colorado
$2.85M -$16.9K -728 -0.6%
GG
419
GenWealth Group
New Jersey
$2.84M +$163K +7,036 +6%
GFP
420
Guardian Financial Partners
California
$2.83M +$223K +9,636 +9%
EWM
421
Evercore Wealth Management
New York
$2.81M -$10.2K -440 -0.4%
PCA
422
Pallas Capital Advisors
Massachusetts
$2.78M +$68.5K +2,956 +3%
LIA
423
LifePlan Investment Advisors
North Carolina
$2.78M -$362K -15,608 -12%
ASN
424
Advisory Services Network
Georgia
$2.76M -$312K -13,448 -10%
BMCM
425
Burns Matteson Capital Management
New York
$2.75M -$270K -11,652 -9%
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