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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,128 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, 412 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,128
Holders Change
+37
Holders Change %
+3.39%
% of All Funds
16.35%
Holding in Top 10
180
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.12%
% of All Funds
2.61%
New
110
Increased
447
Reduced
412
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 %
AWA
626
Acorn Wealth Advisors
Michigan
$833K +$246K +10,604 +42%
ST
627
Sabal Trust
Florida
$831K – – –
JIR
628
James Investment Research
Ohio
$817K +$63.7K +2,748 +8%
WA
629
Wealth Architects
California
$815K -$22.1K -952 -3%
DWT
630
Dorsey & Whitney Trust
South Dakota
$815K – – –
HL
631
HeadInvest LLC
Maine
$812K +$55.2K +2,380 +7%
AQR Capital Management
632
AQR Capital Management
Connecticut
$808K +$222K +9,596 +38%
RFA
633
Resurgent Financial Advisors
Georgia
$808K +$52.6K +2,268 +7%
NW
634
NewEdge Wealth
Pennsylvania
$808K +$808K +35,940 New
KFA
635
Kelleher Financial Advisors
New York
$805K – – –
MTIC
636
Missouri Trust & Investment Company
Missouri
$804K – – –
EL
637
Essex LLC
Illinois
$803K -$39.6K -1,708 -5%
Bank of Montreal
638
Bank of Montreal
Ontario, Canada
$793K +$349K +15,020 +79%
WAG
639
Windsor Advisory Group
Ohio
$792K – – –
FLA
640
Financial Life Advisors
Texas
$789K -$464 -20 -0.1%
CGFA
641
Colton Groome Financial Advisors
North Carolina
$788K -$139K -5,996 -15%
Jones Financial Companies
642
Jones Financial Companies
Missouri
$785K +$546K +23,540 +228%
GWM
643
Geneos Wealth Management
Colorado
$773K +$1.39K +60 +0.2%
MPCA
644
Madison Park Capital Advisors
Washington
$769K +$64.4K +2,780 +9%
Baird Financial Group
645
Baird Financial Group
Wisconsin
$768K -$545K -23,500 -41%
Pathstone Holdings
646
Pathstone Holdings
New Jersey
$766K +$120K +5,184 +19%
AC
647
AlphaCore Capital
California
$764K +$1.02K +44 +0.1%
LFA
648
Legend Financial Advisors
Pennsylvania
$760K – – –
ATI
649
ARK & TLK Investments
Oklahoma
$758K – – –
CW
650
CIC Wealth
Maryland
$758K -$1.3K -56 -0.2%
24 25
26
27 28