SCHG icon

Schwab US Large-Cap Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
1076
Phillips Financial Management
Indiana
$23.6K
CYG
1077
Clean Yield Group
Vermont
$23.4K
W
1078
WealthCollab
Washington
$23.2K
JFG
1079
JDM Financial Group
Texas
$22.1K
VWM
1080
Valley Wealth Managers
New Jersey
$21K
SSB
1081
Sandy Spring Bank
Maryland
$20.4K
OIA
1082
Optimum Investment Advisors
Illinois
$20.3K +$93 +4 +0.5%
AWM
1083
AllSquare Wealth Management
New York
$19.7K
KFS
1084
Kelly Financial Services
Massachusetts
$19.7K +$19.7K +848 New
RCM
1085
Raleigh Capital Management
North Carolina
$19.6K
EDRH
1086
Edmond de Rothschild Holding
Switzerland
$18.9K -$20.4K -880 -52%
CFS
1087
CGC Financial Services
Oregon
$18.5K
AEPWM
1088
Atlantic Edge Private Wealth Management
Florida
$18.1K
National Bank of Canada
1089
National Bank of Canada
Quebec, Canada
$16.5K +$1.02K +44 +7%
AIC
1090
Archer Investment Corporation
Indiana
$16.5K +$6.68K +288 +68%
CB
1091
CNB Bank
Pennsylvania
$15.3K +$15.3K +660 New
YDMI
1092
Y.D. More Investments
Israel
$15K
AWM
1093
Aberdeen Wealth Management
Illinois
$13.9K
Bessemer Group
1094
Bessemer Group
New Jersey
$13K -$75.1K -3,280 -85%
EWA
1095
EverSource Wealth Advisors
Alabama
$12.7K -$4.9K -220 -28%
HWA
1096
Heritage Wealth Advisors
Virginia
$12.1K
HIA
1097
Harbor Investment Advisory
Maryland
$11.5K -$5.56K -240 -33%
HI
1098
Horizon Investments
North Carolina
$11.5K +$3.06K +132 +36%
LI
1099
LRI Investments
Florida
$10.4K +$10.4K +448 New
PP
1100
PrairieView Partners
Minnesota
$10K