Schwab US Large-Cap Growth ETF
SCHG
1,136 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 114 funds opening new positions, 451 increasing their positions, 411 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
104% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 56
14% more capital invested
Capital invested by funds: $13B → $14.9B (+$1.86B)
4% more funds holding
Funds holding: 1,096 → 1,136 (+40)
2% more funds holding in top 10
Funds holding in top 10: 178 → 181 (+3)
10% more repeat investments, than reductions
Existing positions increased: 451 | Existing positions reduced: 411
5.53% less ownership
Funds ownership: 229.57% → 224.04% (-5.5%)
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 |
Osaic Holdings
Scottsdale,
Arizona
|
-$118M |
| 2 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$91M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$67.9M |
| 4 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$44.4M |
| 5 |
Goldman Sachs
New York
|
-$31.4M |
SCHG Hedge Fund Activity: Q1 2024 in Review
1,136 of the 6,958 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 14% from $13B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new SCHG positions and 56 closed out — a net gain of 58 holders — while 451 added to existing stakes and 411 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $108M. The largest seller was Osaic Holdings, cutting an estimated $118M.
- 1,136 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 14% quarter-over-quarter.
- 114 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2024 and 56 closed out, a net change of +58 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 Osaic Holdings, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2024.