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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 %
SFG
651
SevenBridge Financial Group
Pennsylvania
$756K +$90K +3,936 +14%
FGA
652
Fortis Group Advisors
New Jersey
$753K +$753K +32,500 New
CBFP
653
Cedar Brook Financial Partners
Ohio
$749K +$6.58K +284 +0.9%
CCM
654
Colorado Capital Management
Colorado
$749K +$749K +32,332 New
CS
655
Capital Square
Tennessee
$748K +$748K +32,268 New
TFS
656
Thoroughbred Financial Services
Tennessee
$747K +$88.2K +3,808 +13%
Wolverine Trading
657
Wolverine Trading
Illinois
$746K -$4.38M -189,000 -85%
LFA
658
LGT Financial Advisors
Texas
$743K -$83.3K -3,592 -10%
AWM
659
Abound Wealth Management
Tennessee
$738K +$28.1K +1,212 +4%
KIA
660
KCM Investment Advisors
California
$738K -$53.6K -2,312 -7%
SWP
661
Semus Wealth Partners
Florida
$736K -$1.67M -72,200 -69%
AOWM
662
Alpha Omega Wealth Management
Virginia
$736K -$23.1K -996 -3%
Jane Street
663
Jane Street
New York
$735K +$735K +31,728 New
MFG
664
Merit Financial Group
Georgia
$735K +$232K +10,148 +46%
CIA
665
Capital Investment Advisors
Georgia
$733K -$121K -5,232 -14%
APW
666
Aurora Private Wealth
New Jersey
$732K +$268K +11,560 +58%
FAG
667
Fortitude Advisory Group
Washington
$731K +$38.4K +1,656 +6%
BPWM
668
Badgley Phelps Wealth Managers
Washington
$728K -$46.2K -1,992 -6%
PIMG
669
Patriot Investment Management Group
Tennessee
$727K -$15.3K -660 -2%
MFG
670
Midwest Financial Group
Kansas
$724K +$49.8K +2,148 +7%
LJAC
671
L.J. Altfest & Co
New York
$691K -$16.5K -712 -2%
FSA
672
Financial Sense Advisors
California
$689K +$253K +10,912 +58%
CSPAM
673
Cary Street Partners Asset Management
Virginia
$689K +$294K +12,672 +74%
WANY
674
Wealthspire Advisors (New York)
New York
$688K -$320K -13,796 -32%
GBWM
675
Granite Bay Wealth Management
New Hampshire
$682K -$58.4M -2,517,844 -99%
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