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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,176 hedge funds and large institutions have $16.5B invested in Schwab US Large-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 452 increasing their positions, 399 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+48
Holders Change %
+4.26%
% of All Funds
17.1%
Holding in Top 10
191
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.11%
% of All Funds
2.78%
New
110
Increased
452
Reduced
399
Closed
45
Calls
$8.44M
Puts
$2.48M
Net Calls
+$5.96M
Net Calls Change
-$5.33M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
2
OIA
OneDigital Investment Advisors
Kansas
+$98.5M
3
LPL Financial
LPL Financial
California
+$36.5M
4
Ameriprise
Ameriprise
Minnesota
+$33.9M
5
AAS
Avantax Advisory Services
Texas
+$28.2M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$75.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$63.8M
3
GAA
Global Assets Advisory
Florida
-$39.4M
4
APP
Avantax Planning Partners
Iowa
-$30.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
226
D.A. Davidson & Co
Montana
$10.6M +$2.22M +87,936 +26%
FWP
227
FAS Wealth Partners
Kansas
$10.6M -$62.9K -2,496 -0.6%
PWM
228
Prosperity Wealth Management
California
$10.5M +$299K +11,876 +3%
Citigroup
229
Citigroup
New York
$10.5M +$4.41M +174,988 +72%
CPA
230
Clear Point Advisors
New York
$10.5M +$145K +5,768 +1%
C
231
Certuity
Florida
$10.2M -$1.29M -51,064 -11%
IAN
232
Integrated Advisors Network
Texas
$9.96M -$77.4K -3,072 -0.8%
RA
233
RFG Advisory
Alabama
$9.95M +$300K +11,884 +3%
PWSG
234
Pacific Wealth Strategies Group
California
$9.84M +$103K +4,068 +1%
ASI
235
Advisory Services & Investments
Oregon
$9.75M -$317K -12,572 -3%
MAM
236
McCarthy Asset Management
California
$9.69M +$1.4M +55,716 +17%
NFW
237
Noble Family Wealth
Florida
$9.67M -$1.22M -48,396 -11%
TWM
238
TriaGen Wealth Management
California
$9.53M +$126K +4,980 +1%
SAMC
239
Spectrum Asset Management (California)
California
$9.39M +$125K +4,936 +1%
CCM
240
Coldstream Capital Management
Washington
$9.35M +$129K +5,136 +1%
ATWA
241
Arbor Trust Wealth Advisors
Michigan
$9.24M +$42.2K +1,672 +0.5%
LFP
242
Leeward Financial Partners
Washington
$9.23M +$410K +16,244 +5%
HWMC
243
Heritage Wealth Management (California)
California
$9.22M +$250K +9,904 +3%
PF
244
Prosperitas Financial
California
$9.13M -$214K -8,496 -2%
OWM
245
Opes Wealth Management
California
$9.12M -$34.5K -1,368 -0.4%
ECA
246
Elevation Capital Advisory
Oregon
$9.02M +$9.02M +357,812 New
NA
247
NewEdge Advisors
Louisiana
$8.98M +$2.59M +102,680 +40%
CCM
248
Ciovacco Capital Management
Georgia
$8.97M +$459K +18,196 +5%
TFG
249
Team Financial Group
California
$8.76M +$914K +36,240 +12%
AWM
250
AE Wealth Management
Kansas
$8.71M +$3.31M +131,120 +61%
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