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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 %
FWM
851
Focused Wealth Management
New York
$338K +$1.11K +48 +0.3%
AFS
852
Access Financial Services
Minnesota
$336K – – –
WLIM
853
White Lighthouse Investment Management
Massachusetts
$335K -$30.1K -1,300 -8%
WP
854
Wealthspan Partners
Iowa
$334K +$334K +14,424 New
HWM
855
Hohimer Wealth Management
Washington
$334K – – –
LFG
856
Larson Financial Group
Missouri
$333K +$196K +8,456 +143%
CPC
857
Consolidated Planning Corp
Georgia
$332K -$9.64K -416 -3%
AMM
858
American Money Management
California
$332K -$39K -1,684 -11%
SAM
859
Secure Asset Management
Michigan
$332K +$332K +14,316 New
VV
860
Verity & Verity
South Carolina
$332K +$332K +14,304 New
DIS
861
Diversified Investment Strategies
Louisiana
$330K -$19.7K -848 -6%
VRM
862
Vectors Research Management
New York
$327K -$44.1K -1,900 -12%
CC
863
Courier Capital
New York
$327K -$44K -1,900 -12%
AIM
864
AHL Investment Management
Florida
$325K – – –
LG
865
LaFleur & Godfrey
Michigan
$325K -$1.3K -56 -0.4%
FFA
866
Farther Finance Advisors
California
$324K -$194K -8,380 -37%
CI
867
CX Institutional
Indiana
$322K -$1.29M -55,624 -80%
FA
868
Fortis Advisors
Pennsylvania
$321K +$45.7K +1,972 +17%
IWN
869
Independent Wealth Network
Iowa
$321K +$73.2K +3,160 +30%
SWA
870
SOA Wealth Advisors
New York
$318K +$464 +20 +0.1%
PWP
871
Pursue Wealth Partners
California
$318K – – –
Empower Advisory Group
872
Empower Advisory Group
Colorado
$318K -$16.6K -716 -5%
FPW
873
Flagship Private Wealth
Massachusetts
$317K -$55.6K -2,400 -15%
SHA
874
Seneca House Advisors
Virginia
$314K -$13.2K -568 -4%
PA
875
Pinnacle Associates
New York
$313K -$464 -20 -0.1%
33 34
35
36 37