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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 %
BTWM
876
Baker Tilly Wealth Management
Wisconsin
$313K – – –
BW
877
BIP Wealth
Georgia
$312K -$60.6K -2,616 -16%
RAG
878
RIA Advisory Group
Iowa
$311K -$2.05M -88,436 -87%
WW
879
Waterfront Wealth
Kansas
$311K – – –
HI
880
Hoey Investments
Pennsylvania
$310K -$74.5K -3,212 -19%
CFS
881
Coordinated Financial Services
Colorado
$310K +$310K +13,352 New
TI
882
Truepoint Inc
Ohio
$306K -$3.62K -156 -1%
PVI
883
Pine Valley Investments
New Jersey
$306K +$20.4K +880 +7%
SAG
884
SageView Advisory Group
California
$304K -$66.6K -9,600 -18%
ANTB
885
AMG National Trust Bank
Colorado
$304K – – –
FSA
886
Fort Sheridan Advisors
Illinois
$300K +$57.2K +2,468 +24%
MCCP
887
Mission Creek Capital Partners
California
$299K – – –
AWC
888
Adamsbrown Wealth Consultants
Kansas
$298K -$42.5K -1,832 -12%
GFWA
889
Grey Fox Wealth Advisors
Delaware
$297K -$53.2K -2,296 -15%
ES
890
ETF Store
Kansas
$296K +$296K +12,756 New
MSS
891
Mitchell Sinkler & Starr
Pennsylvania
$292K -$182K -7,868 -38%
WA
892
Waterford Advisors
New York
$292K – – –
FCA
893
FinTrust Capital Advisors
South Carolina
$292K -$11.8K -508 -4%
HI
894
Hudock Inc
Pennsylvania
$289K -$7.6K -328 -3%
OFS
895
Oldfather Financial Services
Nebraska
$286K – – –
SI
896
Stephens Inc
Arkansas
$283K – – –
PAG
897
Paladin Advisory Group
Iowa
$282K – – –
QWM
898
Quadcap Wealth Management
Texas
$278K +$34.8K +1,500 +14%
BMCM
899
Bryn Mawr Capital Management
Pennsylvania
$278K – – –
AC
900
Apella Capital
Connecticut
$277K – – –
34 35
36
37 38