Schwab US Large-Cap Growth ETF
SCHG
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.
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: 1,096 → 1,134 (+38)
2% more funds holding in top 10
Funds holding in top 10: 178 → 181 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$108M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$67.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$64.8M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$60.2M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$55.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$125M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$118M |
| 3 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$91M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$67.9M |
| 5 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$55.7M |
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.