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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 %
OWP
901
Obermeyer Wealth Partners
Colorado
$276K – – –
BWM
902
BNC Wealth Management
Oregon
$273K – – –
AWM
903
Accel Wealth Management
Iowa
$269K +$269K +11,592 New
SFO
904
Stokes Family Office
Louisiana
$268K -$13.8K -596 -5%
AG
905
Advocate Group
Minnesota
$268K +$2.87K +124 +1%
MAC
906
Mason & Associates (California)
California
$267K -$44.9K -1,936 -14%
TCM
907
Traynor Capital Management
Pennsylvania
$264K +$264K +11,400 New
BAM
908
Bellevue Asset Management
Washington
$262K +$123K +5,304 +88%
OAM
909
Oppenheimer Asset Management
New York
$262K -$177K -7,644 -40%
RPSA
910
Richard P. Slaughter Associates
Texas
$262K +$8.72K +376 +3%
MC
911
McCarthy & Cox
Ohio
$256K +$256K +11,064 New
RA
912
Rodgers & Associates
Pennsylvania
$256K – – –
RZH
913
Relyea Zuckerberg Hanson
Connecticut
$255K – – –
CA
914
Clearstead Advisors
Ohio
$255K +$62.4K +2,684 +32%
CCG
915
Coastwise Capital Group
California
$253K -$46.5K -2,004 -15%
GA
916
GoalVest Advisory
New York
$253K +$253K +10,896 New
AFG
917
Albion Financial Group
Utah
$251K -$2.78K -120 -1%
UB
918
Umpqua Bank
Oregon
$249K +$249K +10,740 New
FRA
919
Frank Rimerman Advisors
California
$248K – – –
PO
920
Private Ocean
California
$246K +$7.14K +308 +3%
MP
921
McDonald Partners
Ohio
$246K – – –
PMG
922
Private Management Group
California
$245K – – –
PRS
923
Pinkerton Retirement Specialists
Idaho
$245K +$93 +4 +0%
MWM
924
Merriman Wealth Management
Washington
$244K +$244K +10,544 New
ET
925
Equitable Trust
Tennessee
$244K – – –
35 36
37
38 39