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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.

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
2.6%
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
1
Cetera Investment Advisers
Illinois
$157M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$807M
3
LPL Financial
3
LPL Financial
California
$321M
4
Charles Schwab
4
Charles Schwab
California
$63.1M
5
OIA
5
OneDigital Investment Advisors
Kansas
$113M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$221M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$457M
3
AIA
3
Angeles Investment Advisors
California
$71.9M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.05B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
76
Schneider Downs Wealth Management Advisors
Pennsylvania
$36M +$1.05M +45,492 +3%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$36M -$429K -18,528 -1%
SWA
78
Stratos Wealth Advisors
Ohio
$35.7M -$8.03M -346,204 -18%
RFA
79
Rollins Financial Advisors
New York
$35.3M +$5.98M +257,896 +20%
BFG
80
Berger Financial Group
Minnesota
$35.1M -$783K -33,760 -2%
GIA
81
GHP Investment Advisors
Colorado
$33.6M +$216K +9,320 +0.6%
Marshall Wace
82
Marshall Wace
United Kingdom
$33.5M +$25.2M +1,088,996 +305%
VWA
83
Visionary Wealth Advisors
Illinois
$33.3M +$3.46M +149,428 +12%
I
84
INVST
Indiana
$33M +$1.9M +81,828 +6%
CA
85
Cetera Advisors
Colorado
$32.4M +$990K +42,704 +3%
WIA
86
World Investment Advisors
California
$32.2M -$281K -12,136 -0.9%
UW
87
Unique Wealth
Florida
$31.2M +$1.54M +66,620 +5%
CST
88
Charles Schwab Trust
Nevada
$30.4M +$3.36M +144,984 +12%
FSWA
89
Financial Synergies Wealth Advisors
Texas
$30.1M +$209K +9,024 +0.7%
SAM
90
Summit Asset Management
Tennessee
$30.1M +$341K +14,732 +1%
SB
91
Strategic Blueprint
Georgia
$29.7M +$2.71M +116,752 +10%
MAG
92
Mokosak Advisory Group
Iowa
$29.4M -$3.33M -143,788 -10%
FCA
93
FLC Capital Advisors
California
$29.2M +$325K +14,012 +1%
GB
94
Goepper Burkhardt
South Carolina
$28.7M +$705K +30,368 +3%
RWA
95
Redhawk Wealth Advisors
Minnesota
$28.6M +$27.8M +1,198,132 +3,177%
PAS
96
Park Avenue Securities
New York
$28.5M +$786K +33,912 +3%
MFGP
97
Marshall Financial Group (Pennsylvania)
Pennsylvania
$28.4M -$1.25M -54,076 -4%
BDWCC
98
B&D White Capital Company
Texas
$28M -$123K -5,292 -0.4%
MIA
99
Milestone Investment Advisors
Wisconsin
$27.8M +$826K +35,628 +3%
PWM
100
Provident Wealth Management
Tennessee
$27.8M -$357K -15,420 -1%
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