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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 %
Renaissance Technologies
701
Renaissance Technologies
New York
$621K -$1.2M -51,600 -66%
NCM
702
Northwest Capital Management
Oregon
$616K +$371 +16 +0.1%
LRPA
703
L. Roy Papp & Associates
Arizona
$609K -$45K -1,940 -7%
HF
704
HRT Financial
New York
$606K +$10.6K +456 +2%
CWC
705
Carolinas Wealth Consulting
North Carolina
$599K -$26.1K -1,128 -4%
NB
706
NBT Bank
New York
$594K -$239K -10,312 -29%
CAWM
707
Capital Advisors Wealth Management
Washington
$592K +$22.3K +960 +4%
FRA
708
Front Row Advisors
California
$592K +$12.6K +544 +2%
TIM
709
Total Investment Management
Arizona
$592K +$31.7K +1,368 +6%
DBIA
710
Dumont & Blake Investment Advisors
New Jersey
$589K +$312K +13,476 +113%
WCM
711
Whitener Capital Management
North Carolina
$589K +$10.5K +452 +2%
TWA
712
TCI Wealth Advisors
Arizona
$588K – – –
T. Rowe Price Associates
713
T. Rowe Price Associates
Maryland
$587K +$587K +25,284 New
CGA
714
Crescent Grove Advisors
Illinois
$587K -$107K -4,608 -15%
RA
715
Ruggaard & Associates
Ohio
$586K – – –
OL
716
Owen LaRue
Kentucky
$584K -$116K -5,012 -17%
CIP
717
Capital Insight Partners
Arizona
$578K -$54.9K -2,368 -9%
RW
718
REDW Wealth
New Mexico
$578K -$63.2K -2,728 -10%
OAJ
719
Ogorek Anthony Joseph
New York
$572K +$556 +24 +0.1%
CAI
720
Capital Advisors Inc
Oklahoma
$567K +$177K +7,644 +46%
KPWS
721
Kestra Private Wealth Services
Texas
$564K -$116K -5,016 -17%
DFG
722
Delta Financial Group
New Jersey
$562K +$61.1K +2,636 +12%
Fisher Asset Management
723
Fisher Asset Management
Washington
$558K +$61.8K +2,664 +12%
EB
724
Emprise Bank
Kansas
$555K +$555K +23,960 New
Russell Investments Group
725
Russell Investments Group
United Kingdom
$551K +$8.44K +364 +2%
27 28
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