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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 %
CA
676
CGN Advisors
Kansas
$681K +$74.2K +3,200 +12%
CSIC
677
Clifford Swan Investment Counsel
California
$679K – – –
RFN
678
Redwood Financial Network
Ohio
$678K +$254K +10,972 +60%
OC
679
Oarsman Capital
Wisconsin
$674K -$231K -9,976 -26%
PA
680
Parallel Advisors
California
$673K +$5.75K +248 +0.9%
NAMNJ
681
NorthStar Asset Management (New Jersey)
New Jersey
$672K -$5.93K -256 -0.9%
CCA
682
Clarity Capital Advisors
Florida
$670K +$927 +40 +0.1%
CIR
683
Clear Investment Research
Georgia
$669K -$3.06K -132 -0.5%
LAIC
684
Lederer & Associates Investment Counsel
California
$666K -$61.2K -2,640 -8%
SFC
685
Strategic Financial Concepts
Texas
$663K +$663K +28,608 New
AP
686
Adero Partners
California
$662K +$556 +24 +0.1%
FFA
687
Fortune Financial Advisors
Kansas
$660K +$660K +28,472 New
EW
688
Element Wealth
Mississippi
$656K – – –
SWM
689
Spire Wealth Management
Virginia
$654K +$30.4K +1,312 +5%
LFS
690
Lutz Financial Services
Nebraska
$651K – – –
SPL
691
Smart Portfolios LLC
Washington
$650K +$650K +28,040 New
IF
692
Integrity Financial
Wyoming
$648K +$40.3K +1,740 +7%
TPWM
693
Twelve Points Wealth Management
Massachusetts
$647K – – –
GA
694
Goldstein Advisors
Wisconsin
$645K +$2.97K +128 +0.5%
LF
695
LifeSteps Financial
California
$643K -$72K -3,108 -10%
ABC
696
Associated Banc-Corp
Wisconsin
$642K +$12.5K +540 +2%
BCV
697
Banque Cantonale Vaudoise
Switzerland
$629K +$64.6K +2,788 +11%
SAM
698
Silvercrest Asset Management
New York
$628K -$14.8K -640 -2%
Kovitz Investment Group Partners
699
Kovitz Investment Group Partners
Illinois
$625K +$371 +16 +0.1%
WFAG
700
Wescott Financial Advisory Group
Pennsylvania
$622K +$18.7K +808 +3%
26 27
28
29 30