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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,127 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, 411 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+37
Holders Change %
+3.39%
% of All Funds
16.34%
Holding in Top 10
179
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.13%
% of All Funds
2.59%
New
110
Increased
447
Reduced
411
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 %
LA
951
LexAurum Advisors
Kansas
$225K -$4.64K -200 -2%
C
952
CEDRUS
Colorado
$223K +$223K +9,608 New
WCFA
953
Walkner Condon Financial Advisors
Wisconsin
$221K -$13.2K -568 -6%
IAG
954
Investment Advisory Group
Massachusetts
$220K -$25K -1,080 -10%
CA
955
Continuum Advisory
Idaho
$220K -$1.84M -79,288 -89%
PAM
956
Palisade Asset Management
Minnesota
$220K +$220K +9,484 New
IFPL
957
Investments & Financial Planning LLC
Kentucky
$219K +$219K +9,452 New
WE
958
Wealth Effects
Massachusetts
$218K +$218K +9,412 New
CAM
959
Crestone Asset Management
Colorado
$216K +$216K +9,320 New
SF
960
Symphony Financial
Texas
$215K +$215K +9,292 New
SEP
961
Southland Equity Partners
Missouri
$215K +$215K +9,268 New
FCAS
962
First Command Advisory Services
Texas
$214K +$27K +1,332 +14%
MCP
963
Mirador Capital Partners
California
$214K +$214K +9,224 New
MAM
964
MMA Asset Management
Pennsylvania
$213K +$213K +9,192 New
GWANC
965
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K -$107K -4,600 -33%
RP
966
Rice Partnership
Hawaii
$212K +$212K +9,136 New
BCIM
967
Bishop & Co Investment Management
Pennsylvania
$212K +$212K +9,132 New
SW
968
SteelPeak Wealth
California
$211K +$211K +9,124 New
RDWM
969
Red Door Wealth Management
Tennessee
$211K +$211K +9,104 New
BTI
970
Blue Trust Inc
Georgia
$211K +$66.3K +2,860 +46%
NFG
971
Nations Financial Group
Iowa
$209K +$209K +9,032 New
CFB
972
Cullen/Frost Bankers
Texas
$209K +$278 +12 +0.1%
SI
973
Saxon Interests
Texas
$208K +$208K +8,984 New
FWM
974
Fonville Wealth Management
Virginia
$207K +$207K +8,940 New
IWS
975
Insight Wealth Strategies
California
$206K +$206K +8,892 New
37 38
39
40 41