We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

1,134 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 112 funds opening new positions, 449 increasing their positions, 413 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $2.14M

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

13% more capital invested

Capital invested by funds: $13.2B → $14.9B (+$1.66B)

3% more funds holding

Funds holding: 1,0961,134 (+38)

2% more funds holding in top 10

Funds holding in top 10: 178181 (+3)

9% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 413

8.69% less ownership

Funds ownership: 233.25%224.55% (-8.7%)

Holders
1,134
Holders Change
+38
Holders Change %
+3.47%
% of All Funds
16.34%
Holding in Top 10
181
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.69%
% of All Funds
2.61%
New
112
Increased
449
Reduced
413
Closed
56
Calls
$13.4M
Puts
$2.14M
Net Calls
+$11.3M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Apexium Financial
Texas
$13.2M +$288K +13,004 +2%
AFA
177
AllGen Financial Advisors
Florida
$13.1M -$1.08M -48,728 -8%
SFG
178
Sage Financial Group
Pennsylvania
$13M -$208K -9,408 -2%
LC
179
LCNB Corp
Ohio
$12.9M +$424K +19,168 +4%
CA
180
CoreCap Advisors
Michigan
$12.9M +$1.51M +68,404 +14%
GCP
181
Gill Capital Partners
Colorado
$12.9M -$8.85K -400 -0.1%
BBA
182
BLB&B Advisors
Pennsylvania
$12.6M +$6.67M +301,760 +124%
Two Sigma Investments
183
Two Sigma Investments
New York
$12.5M -$2.04M -92,400 -15%
BDF
184
Black Diamond Financial
Maryland
$12.4M
SF
185
Schaeffer Financial
Maryland
$12.4M -$104K -4,680 -0.9%
PS
186
Principal Securities
Iowa
$12.2M +$361K +16,328 +3%
MAG
187
Members Advisory Group
New York
$12.1M +$120K +5,428 +1%
RC
188
Rovin Capital
Arizona
$11.9M -$754K -34,108 -6%
SPG
189
Strategic Planning Group
Utah
$11.9M +$11.4M +513,412 New
NFG
190
Northeast Financial Group
Pennsylvania
$11.8M -$1.3M -58,732 -10%
JJBC
191
James J. Burns & Company
New York
$11.7M -$4.56M -206,068 -29%
CNWM
192
Clay Northam Wealth Management
California
$11.6M +$113K +5,108 +1%
HI
193
Harbour Investments
Wisconsin
$11.6M +$1.24M +55,864 +13%
PIP
194
Peachtree Investment Partners
Florida
$11.6M +$1.02M +46,124 +10%
CA
195
Claro Advisors
Massachusetts
$11.6M -$2.55M -115,508 -19%
BWL
196
Bogart Wealth LLC
Virginia
$11.5M -$174K -7,888 -2%
SWP
197
Stratos Wealth Partners
Ohio
$11.5M -$1.5M -67,896 -12%
WA
198
Waverly Advisors
Alabama
$11.5M +$10.7M +482,048 +3,820%
KFS
199
Kaizen Financial Strategies
California
$11.5M +$814K +36,824 +8%
JIC
200
Johnson Investment Counsel
Ohio
$11.5M +$2.44M +110,516 +29%

SCHG Hedge Fund Activity: Q1 2024 in Review

1,134 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2024, worth a combined $14.9B — up 13% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SCHG positions and 56 closed out — a net gain of 56 holders — while 449 added to existing stakes and 413 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $125M.

  • 1,134 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2024, up from 1,096 in Q4 2023.
  • Funds reported $14.9B of Schwab US Large-Cap Growth ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 112 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2024 and 56 closed out, a net change of +56 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $108M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2024.