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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 %
IFWM
301
Institute for Wealth Management
Colorado
$6.31M -$30.1K -1,192 -0.5%
CFD
302
Creative Financial Designs
Indiana
$6.28M +$76.2K +3,024 +1%
CFA
303
Cahill Financial Advisors
Minnesota
$6.21M -$97.8K -3,880 -2%
EE
304
EWG Elevate
California
$6.21M -$328K -13,028 -5%
BCM
305
Brookstone Capital Management
Illinois
$6.18M -$2.05M -80,508 -25%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$6.14M +$319K +12,636 +5%
JWA
307
JFS Wealth Advisors
Pennsylvania
$6.13M -$256K -10,164 -4%
EWA
308
Exencial Wealth Advisors
Oklahoma
$6.12M +$218K +8,628 +4%
GG
309
Gleason Group
Kentucky
$6.05M -$907K -35,976 -13%
FWA
310
FSC Wealth Advisors
New York
$6.04M -$163K -6,456 -3%
AAS
311
Ameritas Advisory Services
Nebraska
$6.01M +$1.83M +72,688 +44%
CPIG
312
Chicago Partners Investment Group
Illinois
$6.01M +$334K +13,716 +6%
GWM
313
GSB Wealth Management
Connecticut
$5.9M +$28.4K +1,128 +0.5%
Corient Private Wealth
314
Corient Private Wealth
Florida
$5.89M +$276K +10,888 +5%
MMHP
315
Murphy Middleton Hinkle & Parker
Georgia
$5.84M +$415K +16,456 +8%
MAG
316
Mayfair Advisory Group
Alabama
$5.8M +$341K +13,108 +6%
PFA
317
Pinnacle Family Advisors
Missouri
$5.78M -$1.1M -43,752 -16%
H
318
HoyleCohen
California
$5.76M -$367K -14,544 -6%
SCM
319
Steele Capital Management
Iowa
$5.73M +$84.5K +3,348 +1%
DCM
320
Donaldson Capital Management
Indiana
$5.73M +$972K +38,544 +20%
JPLA
321
Joseph P. Lucia & Associates
New York
$5.72M +$119K +4,724 +2%
ACS
322
Archford Capital Strategies
Illinois
$5.68M +$159K +6,308 +3%
VBWMG
323
Von Berge Wealth Management Group
California
$5.61M -$29.3K -1,152 -0.5%
HA
324
HC Advisors
Georgia
$5.6M -$212K -8,400 -4%
DWM
325
Dakota Wealth Management
Florida
$5.56M +$1.19M +47,228 +27%
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