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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 %
CAM
576
Cozad Asset Management
Illinois
$1.1M +$16.7K +720 +2%
CWM
577
Cedar Wealth Management
California
$1.06M +$90.4K +3,900 +9%
SFG
578
Sovereign Financial Group
Connecticut
$1.06M +$3.89K +168 +0.4%
PL
579
Plancorp LLC
Missouri
$1.06M +$93 +4 +0%
MLA
580
My Legacy Advisors
Oregon
$1.05M -$34.8K -1,500 -3%
WMWM
581
Whitaker-Myers Wealth Managers
Ohio
$1.05M +$183K +7,912 +21%
FWCM
582
Ferguson Wellman Capital Management
Oregon
$1.05M +$363K +15,680 +53%
HB
583
HTLF Bank
Colorado
$1.04M +$820K +35,388 +367%
VFA
584
Valeo Financial Advisors
Indiana
$1.04M +$68.8K +3,080 +7%
AA
585
Ancora Advisors
Ohio
$1.04M +$71.6K +3,088 +7%
HF
586
Halpern Financial
Virginia
$1.02M – – –
KWM
587
Keebeck Wealth Management
Illinois
$1.02M -$31.9K -1,376 -3%
ICM
588
Islay Capital Management
Texas
$1.01M -$92.7K -4,000 -8%
JC
589
Jentner Corp
Ohio
$1.01M -$6.4K -276 -0.6%
WC
590
Waterloo Capital
Texas
$1.01M -$48.1K -2,076 -5%
TA
591
TrueWealth Advisors
Alabama
$1.01M +$93 +4 +0%
UB
592
UMB Bank
Missouri
$1M – – –
NHT
593
New Hampshire Trust
New Hampshire
$997K -$33.7K -1,452 -3%
AMCA
594
Arthur M. Cohen & Associates
Illinois
$989K +$132K +5,680 +15%
CWG
595
Cornerstone Wealth Group
North Carolina
$986K +$986K +42,532 New
GC
596
Gilbert & Cook
Iowa
$984K +$18.6K +804 +2%
RJT
597
Raymond James Trust
Florida
$981K +$23.9K +1,032 +3%
IRC
598
Investors Research Corp
Georgia
$979K +$43.8K +1,888 +5%
AI
599
Accredited Investors
Minnesota
$976K – – –
CCB
600
Cutter & Co Brokerage
Missouri
$974K +$1.39K +60 +0.1%
22 23
24
25 26