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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 %
Brown Advisory
601
Brown Advisory
Maryland
$969K +$22.8K +984 +2%
RFN
602
RDA Financial Network
Iowa
$956K -$85.3K -3,680 -8%
AA
603
Apriem Advisors
California
$953K – – –
CB
604
Commerce Bank
Missouri
$943K +$137K +5,892 +17%
KJWM
605
Kiley Juergens Wealth Management
Washington
$937K -$8.35K -360 -0.9%
BWA
606
Burt Wealth Advisors
Maryland
$930K -$5.38K -232 -0.6%
SFC
607
SYM Financial Corp
Indiana
$930K -$1.04M -45,024 -53%
SFS
608
Summit Financial Strategies
Ohio
$922K -$9.74K -420 -1%
KCM
609
Kathmere Capital Management
Pennsylvania
$922K -$8.07K -348 -0.9%
TIAA Trust, National Association
610
TIAA Trust, National Association
North Carolina
$915K -$7.7K -332 -0.8%
RMA
611
Roffman Miller Associates
Pennsylvania
$892K -$36.1K -1,556 -4%
AMG
612
Asset Management Group
Connecticut
$891K +$1.21K +52 +0.1%
HWA
613
Hilltop Wealth Advisors
North Carolina
$886K -$46K -1,984 -5%
REMPR
614
Roof Eidam Maycock Peralta (REMP)
California
$886K – – –
SFG
615
Sunburst Financial Group
Alabama
$880K -$9.84K -424 -1%
AWM
616
Aprio Wealth Management
Georgia
$877K +$15.6K +672 +2%
RWP
617
RWA Wealth Partners
Massachusetts
$874K +$1.02K +44 +0.1%
SCTC
618
Sanibel Captiva Trust Company
Florida
$874K +$545K +23,492 +165%
CG
619
Cynosure Group
Utah
$871K +$140K +6,048 +19%
GI
620
GS Investments
Minnesota
$869K +$6.95K +300 +0.8%
WIC
621
Woodmont Investment Counsel
Tennessee
$862K +$33.6K +1,448 +4%
SAM
622
SignalPoint Asset Management
Missouri
$859K -$14K -604 -2%
SA
623
SpiderRock Advisors
Delaware
$857K +$857K +37,408 New
GC
624
Gratus Capital
Georgia
$854K +$649 +28 +0.1%
AWA
625
Acorn Wealth Advisors
Michigan
$833K +$246K +10,604 +42%
23 24
25
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