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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 %
VH
126
Visionary Horizons
Tennessee
$21.4M +$1.38M +60,192 +7%
WCM
127
Weaver Capital Management
Georgia
$21.3M -$178K -7,684 -0.8%
HG
128
Harbor Group
New Hampshire
$20.8M -$275K -11,848 -1%
IP
129
Ignite Planners
California
$20.7M +$862K +37,156 +4%
IA
130
IFP Advisors
Florida
$20.6M -$1.61M -69,488 -7%
VNA
131
Valley National Advisers
Pennsylvania
$20.5M +$638K +27,544 +3%
RWM
132
RKL Wealth Management
Pennsylvania
$20.4M +$1.24M +53,596 +6%
US Bancorp
133
US Bancorp
Minnesota
$19.9M -$1.56M -67,512 -7%
IWC
134
Integrated Wealth Concepts
Massachusetts
$19.4M -$702K -30,276 -3%
AWS
135
Aspen Wealth Strategies
Colorado
$18.7M -$1.29M -55,632 -6%
SC
136
Savant Capital
Illinois
$18.6M -$121K -5,208 -0.6%
WA
137
WBH Advisory
Maryland
$18.5M -$2.75M -118,592 -13%
PSIWM
138
Paradigm Strategies in Wealth Management
Minnesota
$18.3M -$3.15K -136 -0%
CFGS
139
Concourse Financial Group Securities
Alabama
$17.7M -$771K -33,260 -4%
FAM
140
Family Asset Management
South Carolina
$17.5M -$954K -41,152 -5%
TF
141
Threadgill Financial
Texas
$17.3M +$8.63M +372,500 +99%
ACM
142
Alpha Capital Management
Texas
$17.3M -$160K -6,904 -0.9%
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$17M -$1.64M -70,540 -9%
GSIS
144
Global Strategic Investment Solutions
Arizona
$16.8M +$11.6K +500 +0.1%
SFA
145
Souders Financial Advisors
Ohio
$16.7M -$891K -38,424 -5%
SFA
146
Seneca Financial Advisors
New York
$16.4M -$254K -10,972 -2%
LBC
147
Lowe Brockenbrough & Co
Virginia
$16.2M -$2.93M -126,608 -15%
SW
148
SkyOak Wealth
Michigan
$16.1M -$378K -16,324 -2%
SS
149
Sunbelt Securities
Texas
$16.1M -$157K -6,760 -1%
FFWA
150
FRG Family Wealth Advisors
Washington
$16.1M +$248K +11,156 +2%
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6
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