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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
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 %
AF
176
Apexium Financial
Texas
$13.2M +$301K +13,004 +2%
AFA
177
AllGen Financial Advisors
Florida
$13.1M -$1.13M -48,728 -8%
SFG
178
Sage Financial Group
Pennsylvania
$13M -$218K -9,408 -2%
LC
179
LCNB Corp
Ohio
$12.9M +$444K +19,168 +4%
CA
180
CoreCap Advisors
Michigan
$12.9M +$1.59M +68,404 +14%
GCP
181
Gill Capital Partners
Colorado
$12.9M -$8.91K -400 -0.1%
BBA
182
BLB&B Advisors
Pennsylvania
$12.6M +$6.99M +301,760 +124%
Two Sigma Investments
183
Two Sigma Investments
New York
$12.5M -$2.14M -92,400 -15%
BDF
184
Black Diamond Financial
Maryland
$12.4M – – –
SF
185
Schaeffer Financial
Maryland
$12.4M -$108K -4,680 -0.9%
PS
186
Principal Securities
Iowa
$12.2M +$378K +16,328 +3%
MAG
187
Members Advisory Group
New York
$12.1M +$126K +5,428 +1%
RC
188
Rovin Capital
Arizona
$11.9M -$791K -34,108 -6%
SPG
189
Strategic Planning Group
Utah
$11.9M +$11.9M +513,412 New
NFG
190
Northeast Financial Group
Pennsylvania
$11.8M -$1.36M -58,732 -10%
JJBC
191
James J. Burns & Company
New York
$11.7M -$4.74M -206,068 -29%
CNWM
192
Clay Northam Wealth Management
California
$11.6M +$118K +5,108 +1%
HI
193
Harbour Investments
Wisconsin
$11.6M +$1.29M +55,864 +13%
PIP
194
Peachtree Investment Partners
Florida
$11.6M +$1.07M +46,124 +10%
CA
195
Claro Advisors
Massachusetts
$11.6M -$2.68M -115,508 -19%
BWL
196
Bogart Wealth LLC
Virginia
$11.5M -$183K -7,888 -2%
SWP
197
Stratos Wealth Partners
Ohio
$11.5M -$1.57M -67,896 -12%
WA
198
Waverly Advisors
Alabama
$11.5M +$11.2M +482,048 +3,820%
KFS
199
Kaizen Financial Strategies
California
$11.5M +$854K +36,824 +8%
JIC
200
Johnson Investment Counsel
Ohio
$11.5M +$2.56M +110,516 +29%
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