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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 %
RFM
276
Royal Fund Management
Florida
$7.31M -$7.78K -308 -0.1%
FVWA
277
Foster Victor Wealth Advisors
South Carolina
$7.3M -$655K -25,068 -8%
CFGL
278
Cambridge Financial Group, LLC
Arizona
$7.3M -$104K -4,136 -1%
Marshall Wace
279
Marshall Wace
United Kingdom
$7.29M -$29.2M -1,157,012 -80%
MS
280
Madden Securities
Texas
$7.18M -$32.2K -1,276 -0.4%
FWA
281
FSM Wealth Advisors
Ohio
$7.17M +$509K +20,208 +8%
JWBC
282
John W. Brooker & Co
California
$7.12M -$17.3K -688 -0.2%
CAM
283
Cresset Asset Management
Illinois
$7.06M +$14.9K +592 +0.2%
CAC
284
Certified Advisory Corp
Florida
$6.96M +$200K +7,952 +3%
CA
285
Clearstead Advisors
Ohio
$6.89M +$6.62M +262,444 +2,392%
WMWM
286
Whitaker-Myers Wealth Managers
Ohio
$6.85M +$5.7M +226,244 +498%
GPFA
287
Game Plan Financial Advisors
Ohio
$6.78M +$134K +5,308 +2%
NDSI
288
Newman Dignan & Sheerar Inc
Rhode Island
$6.76M -$222K -8,792 -3%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$6.7M +$321K +12,748 +5%
PAG
290
Powers Advisory Group
Illinois
$6.58M +$369K +14,644 +6%
IIC
291
Integrated Investment Consultants
Michigan
$6.58M – – –
RFA
292
RTD Financial Advisors
Pennsylvania
$6.53M -$310K -12,280 -5%
CA
293
Cambridge Advisors
Nebraska
$6.43M -$13.1K -520 -0.2%
FTS
294
Fifth Third Securities
Ohio
$6.42M +$5.21M +206,572 +433%
BBWP
295
Beacon Bridge Wealth Partners
Pennsylvania
$6.39M +$945K +37,488 +17%
JWCA
296
J.W. Cole Advisors
Florida
$6.38M -$52.7K -2,092 -0.8%
Fidelity Investments
297
Fidelity Investments
Massachusetts
$6.36M +$844K +33,492 +15%
CJH
298
Christopher J. Hasenberg
Wisconsin
$6.36M +$288K +11,420 +5%
WF
299
Warner Financial
Maryland
$6.35M +$12.2K +484 +0.2%
JFG
300
JMG Financial Group
Illinois
$6.31M -$580K -23,020 -8%
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