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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 %
LCM
526
Logan Capital Management
Pennsylvania
$1.55M +$1.55M +66,944 New
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$1.55M +$130K +5,620 +9%
MA
528
Modus Advisors
Minnesota
$1.54M -$174K -7,488 -10%
BRWA
529
B. Riley Wealth Advisors
Florida
$1.54M +$161K +8,852 +12%
RF
530
RHS Financial
California
$1.54M +$121K +5,240 +9%
JWM
531
Janiczek Wealth Management
Colorado
$1.54M +$46.9K +2,024 +3%
AF
532
Advisornet Financial
Minnesota
$1.52M -$333K -14,360 -18%
GPA
533
Guerra Pan Advisors
New Jersey
$1.51M +$81.3K +3,508 +6%
Natixis Advisors
534
Natixis Advisors
Massachusetts
$1.42M -$77.5K -3,344 -5%
Comerica Bank
535
Comerica Bank
Texas
$1.42M +$139K +6,008 +11%
HA
536
Herold Advisors
New York
$1.42M +$97K +4,184 +7%
YLHM
537
Yelin Lapidot Holdings Management
Israel
$1.42M -$577K -24,900 -29%
Northern Trust
538
Northern Trust
Illinois
$1.4M -$11.1K -480 -0.8%
CCA
539
Clearwater Capital Advisors
Illinois
$1.4M -$152K -6,540 -10%
CIAS
540
Capital Investment Advisory Services
North Carolina
$1.38M +$4.45K +192 +0.3%
DT
541
Diversified Trust
Tennessee
$1.37M +$278 +12 +0%
MWP
542
Madison Wealth Partners
Wisconsin
$1.36M +$288K +12,416 +27%
B
543
Bailard
California
$1.36M – – –
MHS
544
M Holdings Securities
Oregon
$1.34M +$7.69K +332 +0.6%
SWM
545
Segment Wealth Management
Texas
$1.34M +$11.7K +504 +0.9%
Goldman Sachs
546
Goldman Sachs
New York
$1.34M -$32.9M -1,419,252 -96%
AIM
547
AMI Investment Management
Indiana
$1.33M -$168K -7,268 -11%
HSA
548
HBK Sorce Advisory
Pennsylvania
$1.33M +$25.8K +1,112 +2%
RWRC
549
R.W. Roge & Company
New York
$1.32M -$44K -1,896 -3%
MAM
550
Marotta Asset Management
Virginia
$1.32M -$56.3K -2,428 -4%
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