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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.

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
2.6%
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
1
Cetera Investment Advisers
Illinois
$157M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$807M
3
LPL Financial
3
LPL Financial
California
$321M
4
Charles Schwab
4
Charles Schwab
California
$63.1M
5
OIA
5
OneDigital Investment Advisors
Kansas
$113M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$221M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$457M
3
AIA
3
Angeles Investment Advisors
California
$71.9M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.05B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$49.9M -$522K -22,532 -1%
KAS
52
Kestra Advisory Services
Texas
$47.7M +$1.62M +70,068 +4%
HWM
53
HRC Wealth Management
Idaho
$47.5M +$368K +15,864 +0.8%
DWM
54
Dechtman Wealth Management
Colorado
$47M +$3.21M +138,560 +7%
FC
55
Forte Capital
New York
$46.9M +$1.66M +71,612 +4%
FMP
56
Financial Management Professionals
Texas
$46.7M +$999K +43,088 +2%
FCI
57
Financial Counselors Inc
Kansas
$46.6M -$4.5M -194,160 -9%
MCM
58
MAI Capital Management
Ohio
$46.5M +$701K +30,228 +2%
KLI
59
Kelman-Lazarov Inc
Tennessee
$46.5M -$493K -21,252 -1%
NCMW
60
Northern Capital Management (Washington)
Washington
$46.3M +$1.39M +59,788 +3%
ACM
61
Advance Capital Management
Michigan
$45.7M +$45.2M +1,948,560 +8,500%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$45.5M +$39.4M +1,698,984 +644%
AAS
63
Avantax Advisory Services
Texas
$45.1M +$10M +433,248 +29%
UBS Group
64
UBS Group
Switzerland
$44.3M +$190K +8,204 +0.4%
NFG
65
Nadler Financial Group
Illinois
$43.8M +$526K +22,672 +1%
GAM
66
Gemmer Asset Management
California
$43.7M -$1.45M -62,696 -3%
BFS
67
Burkett Financial Services
South Carolina
$43.3M -$1.68M -72,684 -4%
Creative Planning
68
Creative Planning
Kansas
$43M -$3.67M -158,368 -8%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$41.6M -$291K -12,544 -0.7%
PWS
70
Private Wealth Strategies
Ohio
$40.8M +$8.91M +384,188 +28%
CCMG
71
Clark Capital Management Group
Pennsylvania
$39.6M -$4.47M -193,000 -10%
HWM
72
HB Wealth Management
Georgia
$38M -$590K -25,436 -2%
TWM
73
Tradition Wealth Management
Minnesota
$37.3M -$30.6M -1,321,496 -45%
SWRP
74
Summit Wealth & Retirement Planning
California
$37M +$1.7M +73,360 +5%
XF
75
XML Financial
Maryland
$36.9M -$172K -7,420 -0.5%
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