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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.05B 11,362,537 -767,834 -6%
SEI Investments
2
SEI Investments
Pennsylvania
$843M 9,089,817 +85,434 +0.9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$807M 8,703,328 +764,346 +10%
MG
4
Mather Group
Illinois
$745M 8,984,508 -39,729 -0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$457M 4,926,478 -1,338,422 -21%
APP
6
Avantax Planning Partners
Iowa
$445M 4,794,139 -137,528 -3%
Mariner
7
Mariner
Kansas
$354M 3,821,628 +147,817 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$334M 3,600,863 +378,773 +12%
LPL Financial
9
LPL Financial
California
$321M 3,465,600 +732,330 +27%
Ameriprise
10
Ameriprise
Minnesota
$291M 3,137,703 +422,920 +16%
FEG
11
Fund Evaluation Group
Ohio
$265M 2,857,021 +497,621 +21%
Morgan Stanley
12
Morgan Stanley
New York
$221M 2,380,288 -1,414,386 -37%
ML
13
McAdam LLC
Pennsylvania
$163M 1,757,045 +78,737 +5%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$158M 1,705,477 +152,378 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$157M 1,696,108 +1,224,220 +259%
Bank of America
16
Bank of America
North Carolina
$153M 1,650,546 +269,196 +19%
FPCG
17
Fort Pitt Capital Group
Pennsylvania
$136M 1,465,883 -502,217 -26%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$126M 1,360,930 +264,323 +24%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$122M 1,320,740 +151,897 +13%
MML Investors Services
20
MML Investors Services
Massachusetts
$119M 1,279,732 +125,250 +11%
TWM
21
Thrive Wealth Management
Pennsylvania
$115M 1,240,444 +664 +0.1%
OIA
22
OneDigital Investment Advisors
Kansas
$113M 1,216,087 +628,008 +107%
MGIA
23
Moneta Group Investment Advisors
Missouri
$110M 1,190,224 +294,021 +33%
FFN
24
Focus Financial Network
Minnesota
$101M 1,137,950 -329,700 -22%
HighTower Advisors
25
HighTower Advisors
Illinois
$92.3M 995,873 -10,835 -1%
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