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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 %
RL
1151
Retireful LLC
Michigan
– -$493K -23,752 Closed
SC
1152
Soundwatch Capital
Connecticut
– -$491K -23,692 Closed
SAS
1153
SMI Advisory Services
Indiana
– -$481K -23,004 Closed
BOSSRA
1154
B.O.S.S. Retirement Advisors
Utah
– -$420K -20,244 Closed
GI
1155
GAMCO Investors
Connecticut
– -$415K -20,000 Closed
ACM
1156
AlphaStar Capital Management
North Carolina
– -$391K -18,828 Closed
FEM
1157
Fulcrum Equity Management
Texas
– -$351K -16,936 Closed
PWM
1158
Praetorian Wealth Management
California
– -$343K -16,560 Closed
WDL
1159
Well Done LLC
Michigan
– -$246K -11,856 Closed
D.E. Shaw & Co
1160
D.E. Shaw & Co
New York
– -$245K -11,820 Closed
QCM
1161
QRG Capital Management
Illinois
– -$242K -11,664 Closed
D
1162
Diversified
Delaware
– -$241K -11,640 Closed
CFO
1163
Collective Family Office
Pennsylvania
– -$240K -11,564 Closed
LSPW
1164
Lake Street Private Wealth
Illinois
– -$238K -11,492 Closed
T
1165
TNF
Montana
– -$233K -10,676 Closed
FCBT
1166
First Citizens Bank & Trust
North Carolina
– -$220K -10,588 Closed
CPA
1167
Capital Performance Advisors
California
– -$219K -10,552 Closed
KCM
1168
KM Capital Management
Texas
– -$207K -9,988 Closed
AFAS
1169
Acorn Financial Advisory Services
Virginia
– -$201K -9,940 Closed
BBHC
1170
Brown Brothers Harriman & Co
New York
– -$174K -8,396 Closed
OP
1171
ORG Partners
Indiana
– -$95.1K -4,584 Closed
SA
1172
Scarborough Advisors
Maryland
– -$65.2K -3,144 Closed
AWM
1173
Able Wealth Management
New Jersey
– -$50.1K -2,416 Closed
LFA
1174
Level Financial Advisors
New York
– -$39.8K -1,920 Closed
TVAMP
1175
Tennessee Valley Asset Management Partners
Tennessee
– -$20.8K -1,004 Closed
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