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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 %
BAM
801
Belpointe Asset Management
Nevada
$432K -$10.7K -460 -2%
AWM
802
Axxcess Wealth Management
California
$427K -$180K -7,756 -30%
MW
803
Marcum Wealth
Ohio
$425K +$3.71K +160 +0.9%
Members Trust
804
Members Trust
Florida
$424K – – –
AFA
805
Alpha Financial Advisors
North Carolina
$424K – – –
GLA
806
Good Life Advisors
Pennsylvania
$423K -$2.04K -88 -0.5%
TPW
807
Tiller Private Wealth
Pennsylvania
$420K – – –
PGAM
808
Princeton Global Asset Management
New Jersey
$420K – – –
GT
809
Glenview Trust
Kentucky
$411K -$8.53K -368 -2%
FHA
810
Flagship Harbor Advisors
Massachusetts
$411K +$556 +24 +0.1%
WG
811
Wealth Group
North Carolina
$408K +$408K +17,608 New
S
812
Sachetta
Massachusetts
$408K – – –
MI
813
Moneywise Inc
Virginia
$399K +$371 +16 +0.1%
KPWG
814
KFA Private Wealth Group
Virginia
$397K +$397K +17,128 New
IF
815
Ironwood Financial
Arizona
$396K -$649 -28 -0.2%
PFA
816
Pure Financial Advisors
California
$394K +$185 +8 +0%
HIP
817
HUB Investment Partners
Texas
$393K +$17.6K +760 +5%
ZIM
818
Zacks Investment Management
Illinois
$390K -$1.85K -80 -0.5%
IGWM
819
ICA Group Wealth Management
Colorado
$388K +$1.58K +68 +0.4%
GWA
820
Geometric Wealth Advisors
District of Columbia
$387K – – –
HKIMG
821
Hutchens & Kramer Investment Management Group
Indiana
$385K -$2.78K -120 -0.7%
FCH
822
Freestone Capital Holdings
Washington
$382K +$382K +16,492 New
HBW
823
Hazlett, Burt & Watson
West Virginia
$381K +$372 +16 +0.1%
KeyBank National Association
824
KeyBank National Association
Ohio
$376K -$588K -25,384 -61%
FG
825
Fairman Group
Pennsylvania
$375K -$31.8K -1,372 -8%
31 32
33
34 35