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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 %
FIM
426
Freedom Investment Management
Connecticut
$2.72M +$1.95M +83,924 +251%
KAS
427
KPP Advisory Services
Kentucky
$2.72M +$2.72M +117,304 New
RWM
428
Revisor Wealth Management
Ohio
$2.72M +$1.68M +76,912 +163%
S
429
SignatureFD
Georgia
$2.69M -$149K -6,448 -5%
SCA
430
STALEY CAPITAL ADVISERS
Pennsylvania
$2.68M – – –
HWM
431
Heirloom Wealth Management
Colorado
$2.67M +$56.7K +2,448 +2%
TWP
432
Tempus Wealth Planning
California
$2.66M -$7.14K -308 -0.3%
JGCM
433
Joseph Group Capital Management
Ohio
$2.66M +$2.87K +124 +0.1%
AA
434
Advisory Alpha
Michigan
$2.64M -$10.1K -436 -0.4%
BWM
435
Brown Wealth Management
Illinois
$2.62M -$18.6K -804 -0.7%
SOS
436
Silver Oak Securities
Tennessee
$2.62M +$433K +18,700 +20%
SPA
437
Sentinel Pension Advisors
Massachusetts
$2.62M +$2.38M +102,876 +1,032%
IA
438
Insight Advisors
Pennsylvania
$2.61M -$1.28M -55,080 -33%
CCWM
439
Cassaday & Co Wealth Management
Virginia
$2.6M +$11K +476 +0.4%
OPWM
440
Oxinas Partners Wealth Management
Indiana
$2.59M -$599K -25,840 -19%
AF
441
Allworth Financial
California
$2.54M -$552K -23,792 -18%
CCM
442
Condor Capital Management
New Jersey
$2.54M -$8.44K -364 -0.3%
KMWM
443
Keudell/Morrison Wealth Management
Oregon
$2.52M +$251K +10,812 +11%
PPWM
444
Perissos Private Wealth Management
Oklahoma
$2.48M +$2.48M +107,008 New
AL
445
ACAS LLC
California
$2.46M -$94.5K -4,076 -4%
OPA
446
Old Port Advisors
Maine
$2.45M -$297K -12,824 -11%
MCC
447
Money Concepts Capital
Florida
$2.42M +$197K +8,492 +9%
MCM
448
MidAtlantic Capital Management
Virginia
$2.41M +$93 +4 +0%
SW
449
SVB Wealth
Massachusetts
$2.38M +$60.4K +2,604 +3%
Focus Partners Wealth
450
Focus Partners Wealth
Massachusetts
$2.37M -$172K -7,428 -7%
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