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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 %
PFWA
201
Paces Ferry Wealth Advisors
Georgia
$11.4M +$3.26M +140,528 +40%
BP
202
Broadleaf Partners
Ohio
$11.4M -$258K -11,116 -2%
SFWC
203
Strategic Family Wealth Counselors
New Jersey
$11.3M +$433K +18,680 +4%
MBI
204
May Barnhard Investments
Maryland
$11.1M -$1.49M -64,380 -12%
PSCM
205
Per Stirling Capital Management
Texas
$11.1M -$269K -11,596 -2%
EFG
206
Everhart Financial Group
Ohio
$11M -$99K -4,272 -0.9%
RWP
207
Revolve Wealth Partners
New Jersey
$11M +$57.2K +2,468 +0.5%
WA
208
Win Advisors
Florida
$10.9M +$9.35M +403,240 +603%
VCA
209
Verdence Capital Advisors
Maryland
$10.7M -$1.21M -52,412 -10%
AI
210
Atria Investments
North Carolina
$10.6M +$7.7K +332 +0.1%
C
211
Certuity
Florida
$10.6M +$3.3M +142,392 +45%
MIFH
212
Migdal Insurance & Financial Holdings
Israel
$10.6M +$134K +5,792 +1%
CKAIS
213
Christensen King & Associates Investment Services
Washington
$10.5M +$370K +15,980 +4%
YIA
214
YHB Investment Advisors
Connecticut
$10.5M +$927K +39,976 +10%
FPAS
215
Focus Partners Advisor Solutions
Missouri
$10.5M +$9.93M +428,192 +1,833%
AIP
216
Almanack Investment Partners
Pennsylvania
$10.3M +$2.11M +91,168 +26%
DI
217
DAGCO Inc
Ohio
$10.2M +$10.2M +438,008 New
SA
218
Skyline Advisors
Washington
$10.1M -$124K -5,328 -1%
SWM
219
SeaCrest Wealth Management
New York
$10M +$179K +7,732 +2%
NFW
220
Noble Family Wealth
Florida
$10M -$1.44M -62,204 -13%
SCM
221
Spreng Capital Management
Ohio
$9.95M +$2.48M +106,940 +33%
FWP
222
FAS Wealth Partners
Kansas
$9.82M -$109K -4,708 -1%
PAG
223
Private Advisor Group
New Jersey
$9.77M -$5.23M -225,648 -35%
IWM
224
IHT Wealth Management
Illinois
$9.49M -$250K -10,772 -3%
CPA
225
Clear Point Advisors
New York
$9.48M +$4.45K +192 +0%
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