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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 %
TA
726
Tactive Advisors
Florida
$547K +$547K +23,612 New
SIA
727
Soltis Investment Advisors
Utah
$547K -$9.27K -400 -2%
PFP
728
Pinnacle Financial Partners
Tennessee
$544K +$33.3K +1,436 +7%
BWA
729
Beam Wealth Advisors
Louisiana
$542K +$1.21K +52 +0.2%
BCP
730
Blackhawk Capital Partners
Wisconsin
$541K -$47.5K -2,048 -8%
1832 Asset Management
731
1832 Asset Management
Ontario, Canada
$541K +$82.5K +3,560 +18%
FWI
732
Facet Wealth Inc
Maryland
$538K +$5.66K +244 +1%
LWM
733
Lakeridge Wealth Management
Ohio
$535K +$12.1K +520 +2%
IAIM
734
International Assets Investment Management
Florida
$527K -$13.5K -584 -3%
WPC
735
Wedmont Private Capital
Pennsylvania
$525K -$110K -4,740 -17%
GKWIM
736
Gerber Kawasaki Wealth & Investment Management
California
$524K +$649 +28 +0.1%
MWM
737
MBE Wealth Management
Wisconsin
$524K -$20.8K -896 -4%
PCMC
738
Planning Capital Management Corporation
Pennsylvania
$522K -$4.36K -188 -0.8%
EK
739
Evensky & Katz
Florida
$521K -$6.49K -280 -1%
AIM
740
Avity Investment Management
Connecticut
$521K +$1.86K +80 +0.4%
BFG
741
Beacon Financial Group
Texas
$516K – – –
GG
742
Greenwood Gearhart
Arkansas
$514K +$3.25K +140 +0.6%
DLCIG
743
D.L. Carlson Investment Group
New Hampshire
$513K -$69.7K -3,008 -12%
SFG
744
Synergy Financial Group
California
$510K -$4.08K -176 -0.8%
SCM
745
SOL Capital Management
Maryland
$509K – – –
AWM
746
Aspire Wealth Management
Massachusetts
$509K – – –
FWTB
747
First Western Trust Bank
Colorado
$508K – – –
WP
748
WealthPLAN Partners
Nebraska
$507K -$198K -8,552 -28%
UAG
749
United Advisor Group
Ohio
$506K +$506K +21,828 New
RWM
750
RBA Wealth Management
California
$503K +$9.74K +420 +2%
28 29
30
31 32