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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 %
ACA
151
Ackerman Capital Advisors
Texas
$16M +$646K +27,884 +4%
EFG
152
Ethos Financial Group
Pennsylvania
$15.9M +$843K +36,344 +6%
GM
153
GeoWealth Management
Illinois
$15.5M +$4.72M +203,516 +44%
AIA
154
Ally Invest Advisors
North Carolina
$15.5M +$1.99M +85,968 +15%
LNC
155
Lincoln National Corp
Pennsylvania
$15.4M +$7.18M +309,868 +87%
WP
156
WealthShield Partners
North Carolina
$14.8M -$1.64M -70,864 -10%
WAM
157
Weinberger Asset Management
California
$14.7M -$475K -20,504 -3%
AFG
158
Allegheny Financial Group
Pennsylvania
$14.6M +$969K +41,788 +7%
PVAMC
159
PPS&V Asset Management Consultants
Michigan
$14.5M -$342K -14,752 -2%
LTL
160
Lowery Thomas LLC
California
$14.4M +$1.42M +61,128 +11%
FPIS
161
Financial Planning & Information Services
Wisconsin
$14.4M +$539K +23,248 +4%
LA
162
LVW Advisors
New York
$14.4M -$1.88M -81,028 -12%
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$14.2M -$2.32M -100,096 -14%
CI
164
Conning Inc
Connecticut
$14.2M +$4.73M +203,992 +50%
PP
165
Pegasus Partners
Wisconsin
$14.1M -$13.1K -564 -0.1%
AFP
166
Ausdal Financial Partners
Iowa
$14M +$468K +20,192 +3%
MA
167
Mutual Advisors
Nebraska
$13.6M -$913K -39,384 -6%
AFG
168
Atomi Financial Group
New York
$13.5M +$5.57M +240,100 +70%
MWA
169
Martel Wealth Advisors
Washington
$13.4M -$1.14M -49,192 -8%
SL
170
Systelligence LLC
Minnesota
$13.3M -$1.4M -60,524 -10%
RW
171
Regimen Wealth
Georgia
$13.3M -$1.75M -75,388 -12%
RGF
172
Retirement Guys Formula
Ohio
$13.3M +$1.61M +69,248 +14%
KNFPWM
173
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$13.3M +$1.48M +63,660 +13%
CFMC
174
Curbstone Financial Management Corp
New Hampshire
$13.2M -$279K -12,040 -2%
SFA
175
Sequoia Financial Advisors
Ohio
$13.2M +$44.9K +1,936 +0.3%
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