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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 %
BL
476
BFSG LLC
California
$1.99M -$13.1K -564 -0.7%
BFA
477
Beaumont Financial Advisors
Massachusetts
$1.98M -$142K -6,128 -7%
TW
478
Transform Wealth
Colorado
$1.98M -$989K -42,668 -33%
MIM
479
Macroview Investment Management
Maryland
$1.95M +$989K +42,668 +103%
TF
480
Trek Financial
Arizona
$1.94M +$1.5M +64,700 +339%
LPAM
481
Lodestar Private Asset Management
California
$1.93M +$68.8K +2,968 +4%
WPW
482
Watershed Private Wealth
Illinois
$1.92M -$436K -18,796 -19%
CS
483
Crescent Sterling
Louisiana
$1.9M +$99.3K +4,284 +6%
MC
484
Montag & Caldwell
Georgia
$1.9M +$298K +12,844 +19%
RG
485
Retirement Group
California
$1.89M +$1.54M +66,408 +438%
SCA
486
Snowden Capital Advisors
New York
$1.89M +$1.89M +81,504 New
BA
487
Bristlecone Advisors
Washington
$1.89M +$1.11K +48 +0.1%
ATPW
488
Ashton Thomas Private Wealth
Arizona
$1.86M -$891K -38,440 -32%
BCA
489
Bay Colony Advisors
Massachusetts
$1.86M +$140K +6,032 +8%
HIC
490
Hartline Investment Corp
Illinois
$1.86M +$1.86M +80,352 New
GHA
491
GW Henssler & Associates
Georgia
$1.86M -$52.4K -2,260 -3%
DSC
492
Duncker Streett & Co
Missouri
$1.85M -$27.6K -1,192 -1%
CSWM
493
Cassady Schiller Wealth Management
Ohio
$1.85M -$7.05K -304 -0.4%
EWM
494
Empirical Wealth Management
Washington
$1.84M +$985K +42,484 +115%
CHA
495
Carmichael Hill & Associates
Maryland
$1.84M -$46.7K -2,016 -2%
TC
496
Tenret Company
Florida
$1.82M -$135K -5,828 -7%
Betterment LLC
497
Betterment LLC
New York
$1.81M +$199K +8,580 +12%
RWM
498
Reston Wealth Management
Virginia
$1.8M -$556K -24,000 -24%
KFGK
499
Keystone Financial Group (Kentucky)
Kentucky
$1.79M -$99.5K -4,292 -5%
BTWM
500
Brass Tax Wealth Management
Ohio
$1.77M +$1.77M +76,528 New
18 19
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