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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 %
SA
976
Strategic Advisors
New York
$206K +$206K +8,872 New
OWMIAS
977
One Wealth Management Investment & Advisory Services
Florida
$205K -$22.5K -972 -10%
MFWP
978
Mosaic Family Wealth Partners
Missouri
$205K +$205K +8,840 New
CM
979
Columbus Macro
Pennsylvania
$203K +$203K +8,756 New
DIM
980
Delta Investment Management
California
$203K +$203K +8,740 New
BlackRock
981
BlackRock
New York
$202K -$13.7K -592 -6%
OA
982
Operose Advisors
Wisconsin
$202K +$62.9K +2,712 +45%
Citadel Advisors
983
Citadel Advisors
Florida
$201K -$3.21M -138,568 -94%
MBFW
984
Morton Brown Family Wealth
Pennsylvania
$198K – – –
PTC
985
Private Trust Company
Ohio
$194K +$187K +8,088 +2,889%
EWP
986
Elevation Wealth Partners
California
$188K -$5.47K -236 -3%
PAI
987
Pittenger & Anderson Inc
Nebraska
$181K – – –
PB
988
Pinnacle Bancorp
Nebraska
$181K -$19.1K -824 -10%
CG
989
Cutler Group
California
$176K +$176K +7,600 New
PCM
990
Palouse Capital Management
Washington
$173K -$58.3K -2,516 -25%
CNBTD
991
Citizens National Bank Trust Department
Mississippi
$173K +$173K +7,452 New
HFS
992
HBC Financial Services
Washington
$159K -$43.9K -1,992 -22%
Fifth Third Bancorp
993
Fifth Third Bancorp
Ohio
$158K -$74.2K -3,200 -32%
GGI
994
Godsey & Gibb Inc
Virginia
$154K -$16.2K -700 -10%
Franklin Resources
995
Franklin Resources
California
$153K – – –
AIM
996
Anchor Investment Management
South Carolina
$153K – – –
GT
997
Glenmede Trust
Pennsylvania
$153K – – –
Belvedere Trading
998
Belvedere Trading
Illinois
$150K +$150K +6,460 New
HGERS
999
Householder Group Estate & Retirement Specialist
Arizona
$149K +$93 +4 +0.1%
GWSA
1000
Global Wealth Strategies & Associates
Colorado
$134K – – –
38 39
40
41 42