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
+$114M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.9M
3
LPL Financial
LPL Financial
California
+$67.9M
4
Charles Schwab
Charles Schwab
California
+$63.1M
5
OIA
OneDigital Investment Advisors
Kansas
+$58.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$131M
2
Osaic Holdings
Osaic Holdings
Arizona
-$124M
3
AIA
Angeles Investment Advisors
California
-$95.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$71.2M
5
GBWM
Granite Bay Wealth Management
New Hampshire
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
451
Leavell Investment Management
Alabama
$2.36M +$136K +5,872 +6%
AWMG
452
Alliance Wealth Management Group
New Jersey
$2.35M – – –
TCM
453
Towercrest Capital Management
Pennsylvania
$2.35M – – –
Janney Montgomery Scott
454
Janney Montgomery Scott
Pennsylvania
$2.34M +$169K +7,276 +8%
B
455
Birchbrook
Maine
$2.33M -$96.9K -4,180 -4%
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$2.31M +$202K +8,724 +10%
ZIMP
457
Zimmermann Investment Management & Planning
Pennsylvania
$2.29M +$42.5K +1,832 +2%
GAA
458
Guardian Asset Advisors
Pennsylvania
$2.24M -$678K -29,240 -23%
DC
459
Davenport & Co
Virginia
$2.23M +$153K +6,584 +7%
MPM
460
Meritage Portfolio Management
Kansas
$2.19M -$31.1K -1,340 -1%
SPI
461
Santori & Peters Inc
Pennsylvania
$2.16M +$290K +12,512 +16%
TVM
462
True Vision MN
Minnesota
$2.15M -$52.2K -2,304 -2%
FA
463
FC Advisory
Pennsylvania
$2.14M -$51.2K -2,208 -2%
GJIA
464
Glass Jacobson Investment Advisors
Maryland
$2.11M +$167K +7,208 +9%
FWM
465
Fingerlakes Wealth Management
New York
$2.09M +$147K +6,328 +8%
ITB
466
Idaho Trust Bank
Idaho
$2.09M +$2.09M +90,368 New
CFG
467
Clayton Financial Group
Missouri
$2.08M +$105K +4,512 +5%
USCWA
468
U.S. Capital Wealth Advisors
Texas
$2.07M +$32.7K +1,412 +2%
SMC
469
Smith, Moore & Co
Missouri
$2.05M +$353K +15,240 +21%
SCA
470
Scott Capital Advisors
Oregon
$2.03M +$22.8K +984 +1%
KC
471
Kades & Cheifetz
Pennsylvania
$2.03M +$302K +13,008 +17%
Bank of New York Mellon
472
Bank of New York Mellon
New York
$2.01M -$3.16M -136,536 -61%
CF
473
Centaurus Financial
California
$2.01M +$136K +5,860 +7%
SMA
474
Sage Mountain Advisors
Georgia
$2M +$661K +28,524 +49%
SFG
475
Snider Financial Group
Washington
$1.99M -$61.9K -2,672 -3%
17 18
19
20 21