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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 %
TC
326
TownSquare Capital
Utah
$5.48M +$708K +28,096 +15%
WCA
327
Waypoint Capital Advisors
Minnesota
$5.42M -$1.18M -46,704 -18%
HCM
328
Hengehold Capital Management
Ohio
$5.39M -$102K -4,028 -2%
CE
329
Cornerstone Enterprises
Wisconsin
$5.28M -$8.07K -320 -0.2%
KWA
330
Kingswood Wealth Advisors
California
$5.28M +$597K +23,680 +13%
FNBSF
331
First National Bank Sioux Falls
South Dakota
$5.25M +$697K +27,656 +15%
FWS
332
FinDec Wealth Services
California
$5.22M -$452K -17,912 -8%
OC
333
Oppenheimer & Co
New York
$5.2M +$837K +33,204 +19%
TDWM
334
Topel & Distasi Wealth Management
California
$5.07M – – –
RIA
335
Regal Investment Advisors
Michigan
$5.05M -$310K -12,316 -6%
MCA
336
MSH Capital Advisors
Arizona
$5.02M +$596K +23,652 +13%
BCWM
337
Bartlett & Co Wealth Management
Ohio
$5M -$7.07K -280 -0.1%
SOS
338
Silver Oak Securities
Tennessee
$4.97M +$2.12M +84,212 +75%
William Blair & Company
339
William Blair & Company
Illinois
$4.95M +$19.1K +756 +0.4%
SPIA
340
Steward Partners Investment Advisory
New York
$4.92M -$155K -6,136 -3%
ECML
341
Eagle Capital Management (Louisiana)
Louisiana
$4.89M +$303 +12 +0%
DBRC
342
D.B. Root & Company
Pennsylvania
$4.88M +$1.26M +49,976 +35%
SF
343
Summit Financial
New Jersey
$4.87M +$3.07M +121,800 +171%
LIWM
344
Long Island Wealth Management
New York
$4.83M -$63K -2,500 -1%
BA
345
Bridge Advisory
California
$4.76M +$195K +7,724 +4%
WIA
346
Westbourne Investment Advisors
Maryland
$4.74M +$394K +15,648 +9%
SAF
347
Smith Anglin Financial
Texas
$4.73M -$91.3K -3,620 -2%
CAP
348
Columbia Advisory Partners
Washington
$4.7M +$284K +11,256 +6%
SWM
349
Sculati Wealth Management
Michigan
$4.68M -$3.84M -152,440 -45%
SWM
350
Schwallier Wealth Management
Michigan
$4.63M +$102K +4,048 +2%
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