SCHG icon

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 %
FIA
351
Foundations Investment Advisors
Arizona
$4.62M +$394K +15,612 +9%
KV
352
Kickstand Ventures
New York
$4.61M +$4.61M +182,972 New
Lido Advisors
353
Lido Advisors
California
$4.61M -$608K -24,072 -12%
SF
354
Synovus Financial
Georgia
$4.61M +$71K +2,816 +2%
LWL
355
Leo Wealth LLC
Texas
$4.52M +$106K +4,172 +2%
LCM
356
Liberty Capital Management
Michigan
$4.47M +$132K +5,252 +3%
B
357
Bensler
Washington
$4.39M -$442K -17,552 -9%
FFS
358
Founders Financial Securities
Maryland
$4.28M +$959K +38,056 +29%
NRI
359
NFP Retirement Inc
California
$4.27M +$97.3K +3,860 +2%
MAS
360
Madden Advisory Services
Florida
$4.27M -$35.8K -1,420 -0.8%
SWM
361
Silverlake Wealth Management
Vermont
$4.26M +$334K +13,240 +8%
CWM
362
Chesapeake Wealth Management
Virginia
$4.26M +$123K +4,884 +3%
GVAG
363
Great Valley Advisor Group
Delaware
$4.21M -$196K -7,780 -4%
CCM
364
Cambridge Capital Management
Illinois
$4.17M +$106K +4,192 +3%
HWA
365
HCR Wealth Advisors
California
$4.14M +$21.6K +856 +0.5%
CFGSD
366
Compass Financial Group (South Dakota)
South Dakota
$4.14M +$824K +32,692 +25%
CL
367
Choreo LLC
Illinois
$4.11M +$539K +21,200 +15%
MMH
368
Menora Mivtachim Holdings
Israel
$4.11M +$4.11M +163,120 New
NJIM
369
Nabity-Jensen Investment Management
Nebraska
$4.09M +$15.1K +600 +0.4%
CAG
370
Csenge Advisory Group
Florida
$4.08M +$564K +22,356 +16%
KBFS
371
Kohmann Bosshard Financial Services
Ohio
$4.08M – – –
DB
372
Dravo Bay
Delaware
$4.08M +$126K +4,988 +3%
AC
373
Avestar Capital
New York
$4.07M +$4.07M +161,308 New
GRP
374
Global Retirement Partners
California
$4.02M +$286K +11,364 +8%
GWA
375
GGM Wealth Advisors
Maryland
$4.01M +$27.6K +1,092 +0.7%
13 14
15
16 17