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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
2.6%
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
1
Cetera Investment Advisers
Illinois
$157M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$807M
3
LPL Financial
3
LPL Financial
California
$321M
4
Charles Schwab
4
Charles Schwab
California
$63.1M
5
OIA
5
OneDigital Investment Advisors
Kansas
$113M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$221M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$457M
3
AIA
3
Angeles Investment Advisors
California
$71.9M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.05B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
101
Triton Wealth Management
Arizona
$27.5M -$456K -20,424 -2%
BFG
102
Bleakley Financial Group
New Jersey
$27.2M -$1.01M -43,656 -4%
SW
103
Simplicity Wealth
New Jersey
$27.2M +$27.2M +1,174,428 New
CP
104
Capital Planning
Washington
$26.8M +$359K +15,484 +1%
AWM
105
Avior Wealth Management
Nebraska
$26.6M -$13.3M -573,888 -33%
CAG
106
Curtis Advisory Group
California
$26.6M -$48.7K -2,100 -0.2%
Prudential Financial
107
Prudential Financial
New Jersey
$26.5M +$3.25M +140,204 +14%
AWM
108
Apollon Wealth Management
South Carolina
$26.2M -$825K -35,588 -3%
PWM
109
Perigon Wealth Management
California
$25.9M +$478K +20,612 +2%
RDIA
110
RE Dickinson Investment Advisors
Iowa
$25.7M +$5.42M +234,004 +27%
AAP
111
Arax Advisory Partners
Colorado
$25.4M -$906K -39,104 -3%
GC
112
Garde Capital
Washington
$24.9M -$1.01M -43,672 -4%
MWM
113
Modera Wealth Management
New Jersey
$24.7M -$1.62M -70,004 -6%
DP
114
Denver PWM
Colorado
$24M +$5.94M +259,348 +33%
RJA
115
Raymond James & Associates
Florida
$24M +$868K +37,432 +4%
BA
116
Ballast Advisors
Minnesota
$23.7M +$582K +25,124 +3%
RCM
117
Richardson Capital Management
Wisconsin
$23.3M +$23.3M +1,005,616 +335,205%
AWM
118
Angeles Wealth Management
California
$22.8M +$22.8M +984,332 New
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$22.8M -$931K -38,388 -4%
MWM
120
MinichMacGregor Wealth Management
New York
$22.4M -$16.4M -708,776 -42%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$21.9M -$778K -33,924 -3%
PMG
122
ProVise Management Group
Florida
$21.9M -$3.61M -155,576 -14%
AWS
123
Atria Wealth Solutions
New York
$21.9M +$3.31M +142,940 +18%
FA
124
Fountainhead AM
New Jersey
$21.7M +$83.5K +3,604 +0.4%
CFS
125
CRA Financial Services
New Jersey
$21.4M +$1.07M +46,312 +5%
3 4
5
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