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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 %
RWM
751
Ritholtz Wealth Management
New York
$502K +$75.1K +3,240 +18%
OFS
752
OMC Financial Services
New York
$502K +$502K +21,640 New
AWA
753
Arkadios Wealth Advisors
Georgia
$501K -$27.6K -1,192 -5%
APCM
754
Alaska Permanent Capital Management
Alaska
$501K -$649K -28,000 -56%
SC
755
Scotia Capital
Ontario, Canada
$499K -$8.35K -360 -2%
CWM
756
Cabot Wealth Management
Massachusetts
$498K -$29.1K -1,256 -6%
PCM
757
Pennsylvania Capital Management
Pennsylvania
$497K +$2.78K +120 +0.6%
BC
758
Burney Company
Virginia
$497K -$34.4K -1,484 -6%
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$494K – – –
WBC
760
West Branch Capital
Massachusetts
$493K +$493K +21,272 New
WFA
761
WMG Financial Advisors
Tennessee
$492K +$492K +21,208 New
P
762
&Partners
Tennessee
$491K +$491K +21,164 New
SA
763
SRH Advisors
Kansas
$490K -$37.1K -1,600 -7%
EFS
764
Econ Financial Services
Pennsylvania
$489K -$22K -948 -4%
EA
765
Ergawealth Advisors
Illinois
$482K +$482K +20,808 New
IWP
766
Insight Wealth Partners
Texas
$480K +$480K +20,716 New
TA
767
TFB Advisors
Kansas
$480K +$480K +21,624 New
MA
768
MONECO Advisors
Connecticut
$477K -$18.6K -804 -4%
PIA
769
Pinion Investment Advisors
Kansas
$477K +$253K +10,904 +113%
VA
770
Valmark Advisers
Ohio
$476K +$96.3K +4,152 +25%
FFO
771
Fiduciary Family Office
Florida
$475K +$475K +20,496 New
FC
772
Financial Consulate
Maryland
$472K +$32.4K +1,396 +7%
WAM
773
WealthTrust Asset Management
Florida
$470K -$24.5K -1,056 -5%
GCM
774
Gallacher Capital Management
Colorado
$470K -$109K -4,720 -19%
WP
775
Westmount Partners
California
$466K -$1.58K -68 -0.3%
29 30
31
32 33