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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 %
CTA
1126
Colonial Trust Advisors
South Carolina
$278 +$278 +12 New
IHWM
1127
Iron Horse Wealth Management
Iowa
$185 – – –
NC
1128
NewSquare Capital
Pennsylvania
$78 – – –
MWM
1129
Meridian Wealth Management
Kentucky
– -$11.2M -541,768 Closed
MNBTD
1130
Moody National Bank Trust Division
Texas
– -$9.91M -477,808 Closed
CA
1131
Cambridge Associates
Massachusetts
– -$9.91M -477,808 Closed
EF
1132
Empowered Funds
Pennsylvania
– -$7.73M -372,908 Closed
TI
1133
Tidal Investments
Wisconsin
– -$7.66M -369,152 Closed
KA
1134
Kovack Advisors
Florida
– -$7.5M -361,736 Closed
WCM
1135
Winthrop Capital Management
Indiana
– -$4.9M -236,356 Closed
CWM
1136
Curi Wealth Management
North Carolina
– -$3.15M -151,676 Closed
Susquehanna International Group
1137
Susquehanna International Group
Pennsylvania
– -$2.77M -133,568 Closed
WWM
1138
Western Wealth Management
Colorado
– -$2.56M -123,428 Closed
YIH
1139
Y-Intercept (HK)
Hong Kong
– -$1.94M -93,636 Closed
LAS
1140
Lloyd Advisory Services
Georgia
– -$1.92M -92,488 Closed
NEPWA
1141
New England Private Wealth Advisors
Massachusetts
– -$1.74M -84,052 Closed
GS
1142
GTS Securities
New York
– -$1.5M -72,492 Closed
NWM
1143
Napa Wealth Management
California
– -$1.47M -70,948 Closed
WAM
1144
Worth Asset Management
Texas
– -$1.2M -58,100 Closed
GFG
1145
Goldstone Financial Group
Illinois
– -$812K -39,144 Closed
TSS
1146
Two Sigma Securities
New York
– -$592K -28,560 Closed
IA
1147
IFG Advisory
Georgia
– -$574K -27,684 Closed
BAM
1148
BOS Asset Management
Illinois
– -$561K -27,028 Closed
WI
1149
WrapManager Inc
California
– -$520K -25,060 Closed
IWM
1150
Iams Wealth Management
Nebraska
– -$498K -23,996 Closed
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46
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