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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$221M
2
Osaic Holdings
Osaic Holdings
Arizona
$457M
3
AIA
Angeles Investment Advisors
California
$71.9M
4
Financial Engines Advisors
Financial Engines Advisors
California
$1.05B
5
GBWM
Granite Bay Wealth Management
New Hampshire
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
1026
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.1K – – –
BFP
1027
Briaud Financial Planning
Texas
$64K +$64K +2,736 New
FFL
1028
Financial Freedom LLC
Ohio
$62.4K – – –
SIC
1029
Salem Investment Counselors
North Carolina
$62.1K – – –
BSB
1030
Bangor Savings Bank
Maine
$61.2K – – –
GWSG
1031
GPS Wealth Strategies Group
Colorado
$59.7K +$93 +4 +0.2%
BCM
1032
Blume Capital Management
California
$55.6K – – –
Qube Research & Technologies (QRT)
1033
Qube Research & Technologies (QRT)
United Kingdom
$55.6K +$55.6K +2,400 New
HNB
1034
Huntington National Bank
Ohio
$54.1K -$163K – –
HFS
1035
Horizon Financial Services
North Carolina
$54.1K +$54.1K +2,332 New
KA
1036
Kozak & Associates
Colorado
$53.7K +$95 +4 +0.2%
WWP
1037
WR Wealth Planners
Missouri
$53.3K +$53.3K +2,300 New
EWM
1038
EPG Wealth Management
Georgia
$52.5K – – –
CMBA
1039
C.M. Bidwell & Associates
Hawaii
$51.1K +$51.1K +2,204 New
CHC
1040
City Holding Co
West Virginia
$50.3K – – –
QC
1041
Quent Capital
New York
$48.4K – – –
TIM
1042
Thompson Investment Management
Wisconsin
$47.9K +$11.7K +504 +32%
HWM
1043
HighMark Wealth Management
Minnesota
$47.2K -$26.2K -1,132 -36%
MJRIC
1044
Mogy Joel R Investment Counsel
California
$46.4K +$46.4K +2,000 New
ME
1045
McIlrath & Eck
Washington
$46.2K +$46.2K +1,992 New
WTC
1046
WhitTier Trust Company
Nevada
$44.5K – – –
NS
1047
NBC Securities
Alabama
$44K -$585K -25,388 -93%
CJ
1048
Caitlin John
Michigan
$43.6K – – –
CAL
1049
Capital Analysts LLC
Pennsylvania
$43K +$10.1K +436 +31%
Simplex Trading
1050
Simplex Trading
Illinois
$43K +$43K +1,876 New
40 41
42
43 44