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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 %
GWS
826
Glassman Wealth Services
Virginia
$373K +$1.85K +80 +0.5%
GCM
827
G2 Capital Management
Ohio
$373K – – –
SAI
828
Savvy Advisors Inc
New York
$373K -$342K -14,772 -48%
LF
829
Lantz Financial
Illinois
$372K -$9.74K -420 -3%
AFTS
830
American Financial & Tax Strategies
New York
$367K -$10M -433,044 -96%
FWM
831
Finer Wealth Management
Massachusetts
$367K -$35.6K -1,536 -9%
AF
832
Affiance Financial
Minnesota
$367K – – –
AWM
833
Accurate Wealth Management
Florida
$366K -$24.2K -1,112 -6%
SHJ
834
Sharkey, Howes & Javer
Colorado
$366K – – –
PMFA
835
Plante Moran Financial Advisors
Michigan
$365K +$207K +8,948 +132%
CSIA
836
Charles Schwab Investment Advisory
California
$358K -$11.2K -484 -3%
ECM
837
Evergreen Capital Management
Washington
$356K +$27.1K +1,168 +8%
AFA
838
American Financial Advisors
Georgia
$354K +$89.6K +3,864 +34%
SSWM
839
Smith Salley Wealth Management
North Carolina
$354K -$24.5K -1,056 -6%
AGA
840
Arkos Global Advisors
Texas
$352K – – –
PWM
841
Penobscot Wealth Management
Maine
$351K +$351K +15,144 New
OFG
842
Omega Financial Group
California
$350K -$4.27K -184 -1%
VHAM
843
Van Hulzen Asset Management
California
$348K – – –
PCG
844
Prosperity Consulting Group
Maryland
$348K +$348K +15,004 New
AAS
845
Annex Advisory Services
Wisconsin
$347K +$12.3K +532 +4%
CI
846
Chartist Inc
California
$345K – – –
FW
847
FirstPurpose Wealth
Utah
$344K +$101K +4,400 +42%
NIWA
848
New Insight Wealth Advisors
California
$340K +$93.2K +4,020 +38%
WMR
849
Wealth Management Resources
Rhode Island
$339K -$12.1K -520 -3%
DAM
850
Delta Asset Management
Tennessee
$338K – – –
32 33
34
35 36