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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 %
NG
776
NWK Group
California
$464K -$1.85K -80 -0.4%
BAWC
777
Boyce & Associates Wealth Consulting
Texas
$461K -$649 -28 -0.1%
NP
778
NorthRock Partners
Minnesota
$460K -$64.3K -2,776 -12%
AO
779
Advisor OS
Illinois
$459K -$190K -8,208 -29%
EHC
780
Everett Harris & Co
California
$459K +$57K +2,460 +14%
SP
781
Stonebrook Private
Michigan
$458K +$28.7K +1,240 +7%
KA
782
Klingman & Associates
New York
$457K -$64.8K -2,796 -12%
BDFN
783
Bond & Devick Financial Network
Minnesota
$457K – – –
CC
784
Callan Capital
California
$456K +$4.82K +208 +1%
LWA
785
Lantern Wealth Advisors
New York
$455K +$455K +19,632 New
AFA
786
Atlas Financial Advisors
California
$452K -$14.7K -632 -3%
TP
787
Tranquility Partners
Tennessee
$452K -$23.9K -1,032 -5%
PCA
788
Prosperity Capital Advisors
Ohio
$451K +$152K +6,576 +51%
IWA
789
IVC Wealth Advisors
Pennsylvania
$449K -$15.2K -656 -3%
WIP
790
WealthCare Investment Partners
Rhode Island
$449K +$27K +1,164 +6%
NSAM
791
North Star Asset Management
Wisconsin
$446K -$32K -1,380 -7%
PFA
792
Pathway Financial Advisors
Vermont
$445K – – –
RC
793
Roundview Capital
New Jersey
$444K -$371 -16 -0.1%
SW
794
SMART Wealth
Nebraska
$443K -$5.1K -220 -1%
IC
795
IEQ Capital
California
$442K +$464 +20 +0.1%
HC
796
Hamilton Capital
Ohio
$441K – – –
GCIM
797
Gunn & Company Investment Management
Florida
$441K – – –
CPSAC
798
Chas P. Smith & Associates (CPS)
Florida
$441K – – –
VAS
799
Valicenti Advisory Services
New York
$437K +$93 +4 +0%
PFS
800
Prospera Financial Services
Texas
$435K +$78.1K +3,368 +22%
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