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Schwab US Large-Cap Growth ETF
SCHG

1,134 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 112 funds opening new positions, 449 increasing their positions, 413 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $2.14M

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

13% more capital invested

Capital invested by funds: $13.2B → $14.9B (+$1.66B)

3% more funds holding

Funds holding: 1,096 → 1,134 (+38)

2% more funds holding in top 10

Funds holding in top 10: 178 → 181 (+3)

9% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 413

8.69% less ownership

Funds ownership: 233.25% → 224.55% (-8.7%)

Holders
1,134
Holders Change
+38
Holders Change %
+3.47%
% of All Funds
16.34%
Holding in Top 10
181
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.69%
% of All Funds
2.61%
New
112
Increased
449
Reduced
413
Closed
56
Calls
$13.4M
Puts
$2.14M
Net Calls
+$11.3M
Net Calls Change
-$2.06M

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$67.6M
3
LPL Financial
LPL Financial
California
+$64.8M
4
Charles Schwab
Charles Schwab
California
+$60.2M
5
OIA
OneDigital Investment Advisors
Kansas
+$55.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$125M
2
Osaic Holdings
Osaic Holdings
Arizona
-$118M
3
AIA
Angeles Investment Advisors
California
-$91M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$67.9M
5
GBWM
Granite Bay Wealth Management
New Hampshire
-$55.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
926
Private Management Group
California
$245K – – –
PRS
927
Pinkerton Retirement Specialists
Idaho
$245K +$88 +4 +0%
MWM
928
Merriman Wealth Management
Washington
$244K +$233K +10,544 New
ET
929
Equitable Trust
Tennessee
$244K – – –
EWM
930
Evermay Wealth Management
Virginia
$244K -$22.6K -1,020 -9%
GC
931
Grimes & Company
Massachusetts
$243K +$4.69K +212 +2%
GI
932
Gradient Investments
Minnesota
$243K +$46.6K +2,108 +25%
WFM
933
Wolff Financial Management
Michigan
$243K – – –
PMSA
934
Patrick M. Sweeney & Associates
Illinois
$243K – – –
AB
935
Atlas Brown
Kentucky
$242K +$354 +16 +0.2%
EFG
936
Ehrlich Financial Group
California
$242K – – –
BA
937
Brightwater Advisory
Florida
$238K +$7.17K +324 +3%
VCP
938
Vista Capital Partners
Oregon
$238K -$14.4K -652 -6%
SAM
939
Smartleaf Asset Management
Massachusetts
$237K -$3.11M -140,428 -93%
RA
940
Riverstone Advisors
Texas
$236K – – –
AIM
941
Aspen Investment Management
Michigan
$234K +$265 +12 +0.1%
GAM
942
Grandview Asset Management
Pennsylvania
$234K +$265 +12 +0.1%
FPF
943
First Pacific Financial
Washington
$234K +$265 +12 +0.1%
SC
944
Stolper & Co
Oklahoma
$233K – – –
BWM
945
Brickley Wealth Management
California
$233K -$15.2K -688 -6%
GSC
946
Grey Street Capital
Illinois
$232K – – –
ACA
947
Ascension Capital Advisors
Texas
$232K +$221K +10,000 New
CNBT
948
Canandaigua National Bank & Trust
New York
$230K – – –
WS
949
Wedbush Securities
California
$230K -$23.4K -1,060 -10%
TCOTS
950
Trust Company of the South
North Carolina
$230K – – –
36 37
38
39 40

SCHG Hedge Fund Activity: Q1 2024 in Review

1,134 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2024, worth a combined $14.9B — up 13% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SCHG positions and 56 closed out — a net gain of 56 holders — while 449 added to existing stakes and 413 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $125M.

  • 1,134 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2024, up from 1,096 in Q4 2023.
  • Funds reported $14.9B of Schwab US Large-Cap Growth ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 112 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2024 and 56 closed out, a net change of +56 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $108M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2024.