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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.

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
2.6%
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
1
Cetera Investment Advisers
Illinois
$157M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$807M
3
LPL Financial
3
LPL Financial
California
$321M
4
Charles Schwab
4
Charles Schwab
California
$63.1M
5
OIA
5
OneDigital Investment Advisors
Kansas
$113M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$221M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$457M
3
AIA
3
Angeles Investment Advisors
California
$71.9M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.05B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Marquette Asset Management
Minnesota
$92.3M -$792K -34,172 -0.9%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$83.6M -$1.52M -65,480 -2%
HWA
28
HHM Wealth Advisors
Tennessee
$82.4M -$4.43M -191,324 -5%
CAN
29
Cetera Advisor Networks
California
$81.2M +$6.25M +269,644 +8%
FA
30
Financial Advisors
Massachusetts
$80.7M -$3.09M -133,276 -4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$80.3M +$2.47M +106,684 +3%
AssetMark Inc
32
AssetMark Inc
California
$79.1M +$3.24M +139,724 +4%
KF
33
Krilogy Financial
Missouri
$73.8M -$2.15M -92,856 -3%
Cerity Partners
34
Cerity Partners
New York
$73.5M -$775K -33,496 -1%
AIA
35
Angeles Investment Advisors
California
$71.9M -$95.3M -4,112,800 -57%
BPA
36
Beacon Pointe Advisors
California
$71.6M +$3.78M +162,864 +6%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$70.5M +$15.8M +679,968 +29%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$66.1M +$17.1M +739,668 +35%
Charles Schwab
39
Charles Schwab
California
$63.1M +$63.1M +2,722,160 New
LFS
40
Legacy Financial Strategies
Kansas
$62.7M +$1.34M +57,828 +2%
Truist Financial
41
Truist Financial
North Carolina
$61.5M +$2.47M +106,656 +4%
BC
42
Brio Consultants
California
$61.3M -$5.67M -244,580 -8%
PCIA
43
Prime Capital Investment Advisors
Kansas
$58.7M +$4.09M +176,576 +7%
Stifel Financial
44
Stifel Financial
Missouri
$58M +$23.4M +1,010,440 +68%
UCFA
45
United Capital Financial Advisors
Texas
$56.8M -$1.59M -68,748 -3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$56.7M +$5.41M +233,520 +11%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$54M -$1.43M -61,688 -3%
Wells Fargo
48
Wells Fargo
California
$52.5M +$1.46M +62,912 +3%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$51M +$1.22M +52,548 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$50M +$6.72M +289,712 +16%
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