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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
+$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 %
BBPWM
551
Blue Bell Private Wealth Management
Pennsylvania
$1.3M -$478K -20,628 -27%
RIS
552
Retirement Income Solutions
Michigan
$1.3M – – –
SQA
553
Simon Quick Advisors
New Jersey
$1.29M +$464 +20 +0%
PNC Financial Services Group
554
PNC Financial Services Group
Pennsylvania
$1.27M -$1.3K -56 -0.1%
PJSIMP
555
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.25M +$560K +24,144 +82%
SCM
556
Saxony Capital Management
Missouri
$1.24M +$1.24M +53,436 New
DWM
557
Destination Wealth Management
California
$1.24M +$487K +21,008 +65%
GWM
558
Gray Wealth Management
Maine
$1.24M +$72K +3,108 +6%
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$1.23M -$445K -19,204 -27%
ONB
560
Old National Bancorp
Indiana
$1.21M – – –
FA
561
FSA Advisors
Michigan
$1.19M +$243K +10,492 +26%
JWM
562
JFG Wealth Management
Colorado
$1.19M -$271K -11,712 -19%
SNBOSD
563
Security National Bank of So Dak
Iowa
$1.18M – – –
FC
564
Fusion Capital
South Carolina
$1.17M -$81.4K -3,512 -6%
OFG
565
Oxford Financial Group
Indiana
$1.17M – – –
IAP
566
Indie Asset Partners
Indiana
$1.16M +$46.4K +2,000 +4%
CIBC Private Wealth Group
567
CIBC Private Wealth Group
Georgia
$1.15M -$1.58K -68 -0.1%
HC
568
Hoese & Co
Minnesota
$1.15M – – –
JCFM
569
JBR Co Financial Management
Oklahoma
$1.14M -$134K -5,776 -10%
CWM
570
Castle Wealth Management
Florida
$1.14M -$26.9K -1,160 -2%
NL
571
NWAM LLC
Washington
$1.13M -$478K -20,616 -30%
QAM
572
Q3 Asset Management
Michigan
$1.12M -$9.63M -415,776 -90%
FTS
573
Fifth Third Securities
Ohio
$1.11M -$153K -6,588 -12%
BWM
574
BCS Wealth Management
Tennessee
$1.11M +$1.11K +48 +0.1%
KP
575
Keel Point
Alabama
$1.1M +$330K +14,228 +43%
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