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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,175 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, 398 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,175
Holders Change
+48
Holders Change %
+4.26%
% of All Funds
17.09%
Holding in Top 10
190
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.15%
% of All Funds
2.76%
New
110
Increased
452
Reduced
398
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 %
DFA
251
DHJJ Financial Advisors
Illinois
$8.7M +$111K +4,388 +1%
DAS
252
Dynamic Advisor Solutions
Arizona
$8.67M +$226K +8,948 +3%
IWM
253
IHT Wealth Management
Illinois
$8.62M -$1.7M -67,368 -16%
IWP
254
Invenio Wealth Partners
Florida
$8.59M +$1.37M +54,232 +19%
SCP
255
Shorepoint Capital Partners
Massachusetts
$8.57M -$275K -10,920 -3%
TPCW
256
TD Private Client Wealth
New York
$8.56M +$1.23M +48,880 +17%
ISWM
257
Independent Solutions Wealth Management
New York
$8.49M +$717K +28,428 +9%
MFG
258
Mainsail Financial Group
Washington
$8.44M +$1.17M +46,240 +16%
VC
259
Veery Capital
Delaware
$8.4M +$1.31M +51,960 +18%
PA
260
PFG Advisors
Arizona
$8.37M +$1.79M +70,932 +27%
ACA
261
Affinity Capital Advisors
California
$8.37M -$41K -1,628 -0.5%
TWP
262
Total Wealth Planning
Ohio
$8.37M -$732K -27,996 -8%
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
$8.19M +$8.19M +324,948 New
PPC
264
Park Place Capital
Alabama
$8.14M +$4.26M +169,144 +110%
FA
265
Fiduciary Alliance
South Carolina
$8.07M +$1.04M +40,620 +15%
EWA
266
EP Wealth Advisors
California
$7.98M +$331K +13,144 +4%
SAM
267
Smithbridge Asset Management
Pennsylvania
$7.94M -$178K -7,056 -2%
BAM
268
Berkshire Asset Management
Pennsylvania
$7.94M +$10.7K +424 +0.1%
MA
269
MBA Advisors
Pennsylvania
$7.73M -$253K -10,024 -3%
KWM
270
Kingsview Wealth Management
Oregon
$7.72M +$570K +22,596 +8%
CMP
271
Courage Miller Partners
Virginia
$7.69M -$71.2K -2,824 -0.9%
AWM
272
Avior Wealth Management
Nebraska
$7.5M -$21.4M -849,368 -74%
CIA
273
Cape Investment Advisory
Georgia
$7.46M -$100K -3,972 -1%
MMA
274
Miracle Mile Advisors
California
$7.44M +$118K +4,664 +2%
Jane Street
275
Jane Street
New York
$7.32M +$6.52M +258,500 +815%
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