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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 %
CT
1001
Clearstead Trust
Maine
$133K – – –
FHA
1002
First Horizon Advisors
Tennessee
$129K +$116K +5,020 +930%
PK
1003
Pflug Koory
Nebraska
$127K – – –
JFGIW
1004
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$515K -22,204 -81%
TAM
1005
Tucker Asset Management
Colorado
$113K +$17.1K +736 +18%
TCM
1006
TD Capital Management
Tennessee
$113K +$93 +4 +0.1%
MSG
1007
Main Street Group
Virginia
$108K -$93 -4 -0.1%
AW
1008
Avion Wealth
Texas
$104K – – –
EA
1009
Evolution Advisers
Virginia
$103K -$12.6K -544 -11%
AIA
1010
Armor Investment Advisors
North Carolina
$101K – – –
JPWM
1011
Jamison Private Wealth Management
Georgia
$96.8K +$12.1K +520 +14%
FF
1012
Friedenthal Financial
New Jersey
$96.3K – – –
PA
1013
PSI Advisors
Florida
$92.7K – – –
MLA
1014
MB, Levis & Associates
Pennsylvania
$92.7K +$185 +8 +0.2%
TCM
1015
Tradewinds Capital Management
Washington
$91.6K – – –
TFA
1016
Toth Financial Advisory
Virginia
$89.4K +$1.11K +48 +1%
PFA
1017
Pathway Financial Advisers
Indiana
$87.1K +$87.1K +3,756 New
CPG
1018
Custom Portfolio Group
Colorado
$83.1K – – –
CTB
1019
Country Trust Bank
Illinois
$74K – – –
LWANC
1020
Laurel Wealth Advisors (North Carolina)
North Carolina
$73.6K – – –
AIP
1021
Ameritas Investment Partners
Nebraska
$72.5K – – –
AFWM
1022
Abich Financial Wealth Management
Virginia
$72K +$72K +3,108 New
JHCP
1023
Jackson Hole Capital Partners
Oklahoma
$66.8K – – –
BFPW
1024
BOK Financial Private Wealth
Colorado
$66.2K – – –
JFA
1025
JNBA Financial Advisors
Minnesota
$65.9K +$9.46K +408 +17%
39 40
41
42 43