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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 %
EWM
926
Evermay Wealth Management
Virginia
$244K -$23.6K -1,020 -9%
GC
927
Grimes & Company
Massachusetts
$243K +$4.91K +212 +2%
GI
928
Gradient Investments
Minnesota
$243K +$48.9K +2,108 +25%
WFM
929
Wolff Financial Management
Michigan
$243K – – –
PMSA
930
Patrick M. Sweeney & Associates
Illinois
$243K – – –
AB
931
Atlas Brown
Kentucky
$242K +$371 +16 +0.2%
EFG
932
Ehrlich Financial Group
California
$242K – – –
BA
933
Brightwater Advisory
Florida
$238K +$7.51K +324 +3%
VCP
934
Vista Capital Partners
Oregon
$238K -$15.1K -652 -6%
SAM
935
Smartleaf Asset Management
Massachusetts
$237K -$3.26M -140,428 -93%
RA
936
Riverstone Advisors
Texas
$236K – – –
AIM
937
Aspen Investment Management
Michigan
$234K +$278 +12 +0.1%
GAM
938
Grandview Asset Management
Pennsylvania
$234K +$278 +12 +0.1%
FPF
939
First Pacific Financial
Washington
$234K +$278 +12 +0.1%
SC
940
Stolper & Co
Oklahoma
$233K – – –
BWM
941
Brickley Wealth Management
California
$233K -$15.9K -688 -6%
GSC
942
Grey Street Capital
Illinois
$232K – – –
ACA
943
Ascension Capital Advisors
Texas
$232K +$232K +10,000 New
CNBT
944
Canandaigua National Bank & Trust
New York
$230K – – –
WS
945
Wedbush Securities
California
$230K -$24.5K -1,060 -10%
TCOTS
946
Trust Company of the South
North Carolina
$230K – – –
HIM
947
Hanlon Investment Management
New Jersey
$230K – – –
PAM
948
Pegasus Asset Management
New York
$229K +$229K +9,872 New
CCM
949
Check Capital Management
California
$227K – – –
KCPG
950
Kavar Capital Partners Group
Kansas
$225K +$225K +9,716 New
36 37
38
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