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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 %
LW
376
Linscomb Wealth
Texas
$4.01M +$223K +8,860 +6%
AIA
377
Arcadia Investment Advisors
Idaho
$4M -$15.2K -604 -0.4%
MIM
378
Macroview Investment Management
Maryland
$3.98M +$1.87M +74,020 +88%
BSW
379
Buckingham Strategic Wealth
Missouri
$3.95M -$412K -16,360 -9%
BIA
380
Bigelow Investment Advisors
Maine
$3.93M +$465K +18,432 +13%
GIA
381
Gladstone Institutional Advisory
Florida
$3.91M -$88.5K -3,512 -2%
BBW
382
Blue Barn Wealth
Utah
$3.89M -$8.32M -109,448 -68%
CAG
383
Compass Advisory Group
New York
$3.84M -$433K -17,160 -10%
BTWM
384
Brass Tax Wealth Management
Ohio
$3.76M +$1.83M +72,528 +95%
WRPWM
385
Werba Rubin Papier Wealth Management
California
$3.74M -$606K -24,028 -14%
FA
386
Fagan Associates
New York
$3.7M +$78.8K +3,124 +2%
FAIM
387
Financial Advocates Investment Management
Washington
$3.68M -$23.6K -936 -0.6%
AT
388
Arlington Trust
Alabama
$3.68M – – –
FPFS
389
First Personal Financial Services
North Carolina
$3.58M -$136K -5,380 -4%
MFG
390
Magnus Financial Group
New York
$3.56M -$297K -11,776 -8%
VW
391
Veridan Wealth
Oregon
$3.55M +$3.55M +486,732 New
TAM
392
Townsend Asset Management
North Carolina
$3.53M +$181K +7,172 +5%
ADL
393
Asset Dedication LLC
California
$3.51M -$44.5K -1,764 -1%
BWM
394
Boyd Wealth Management
California
$3.5M -$12.2K -484 -0.3%
IAA
395
Independent Advisor Alliance
North Carolina
$3.5M -$588K -23,336 -14%
EFG
396
Embree Financial Group
Illinois
$3.46M -$86.9K -3,448 -2%
SWM
397
Scissortail Wealth Management
Oklahoma
$3.46M +$27.8K +1,104 +0.8%
CPRC
398
Consolidated Portfolio Review Corp
New York
$3.42M +$44.7K +1,772 +1%
ACA
399
Aptus Capital Advisors
Alabama
$3.4M -$374K -14,832 -10%
CFG
400
Cooper Financial Group
California
$3.4M +$261K +10,360 +8%
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