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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 %
PFA
501
Petra Financial Advisors
Colorado
$1.77M -$3.99K -176 -0.2%
OWM
502
Orgel Wealth Management
Wisconsin
$1.77M +$371 +16 +0%
HPFG
503
Hart & Patterson Financial Group
Massachusetts
$1.76M -$124K -5,364 -7%
KWM
504
Kolinsky Wealth Management
New Jersey
$1.76M +$194K +8,348 +12%
CWM
505
Cornerstone Wealth Management
Missouri
$1.75M +$139K +5,976 +9%
CHA
506
Cooper/Haims Advisors
New York
$1.73M -$78.6K -3,392 -4%
DAS
507
Diversify Advisory Services
Utah
$1.73M +$1.73M +74,384 New
CFO
508
CVA Family Office
Colorado
$1.72M +$144K +6,212 +9%
TNA
509
True North Advisors
Texas
$1.7M -$523K -22,556 -23%
BCI
510
Brinker Capital Investments
Pennsylvania
$1.69M -$135K -5,836 -7%
OPS
511
Orion Portfolio Solutions
Nebraska
$1.69M -$135K -5,836 -7%
AGC
512
Aspen Grove Capital
Colorado
$1.68M -$93 -4 -0%
PWMG
513
Prestige Wealth Management Group
New Jersey
$1.68M -$376K -16,212 -18%
ACG
514
Allen Capital Group
Nebraska
$1.67M -$128K -5,512 -7%
GCP
515
GSA Capital Partners
United Kingdom
$1.67M -$343K -14,800 -17%
SF
516
Summit Financial
New Jersey
$1.65M -$3.25M -139,992 -66%
PCMC
517
Private Capital Management (Colorado)
Colorado
$1.65M -$20.7K -892 -1%
PFBT
518
Parkside Financial Bank & Trust
Missouri
$1.63M -$24K -1,036 -1%
AP
519
Appleton Partners
Massachusetts
$1.61M -$32.4K -1,400 -2%
SIAG
520
Signet Investment Advisory Group
Rhode Island
$1.61M +$88.9K +3,836 +6%
SFWA
521
Summit Financial Wealth Advisors
Louisiana
$1.6M +$96K +4,140 +6%
RSWA
522
Robinson Smith Wealth Advisors
Maine
$1.6M +$2.5K +108 +0.2%
GWWM
523
Great Waters Wealth Management
Minnesota
$1.59M -$27.4K -1,184 -2%
VFIC
524
Valley Forge Investment Consultants
Pennsylvania
$1.59M -$697K -30,064 -30%
IF
525
Intrua Financial
Texas
$1.57M +$1.21M +52,336 +344%
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