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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 %
BCM
401
Barden Capital Management
Texas
$3.4M -$21.7K -860 -0.6%
CWM
402
Congress Wealth Management
Massachusetts
$3.37M +$266K +10,544 +9%
BOPW
403
Brandywine Oak Private Wealth
Pennsylvania
$3.31M – – –
DIA
404
Dana Investment Advisors
Wisconsin
$3.29M +$807 +32 +0%
BFM
405
Broadview Financial Management
Wisconsin
$3.26M -$230K -9,136 -7%
LWM
406
Laidlaw Wealth Management
New York
$3.25M -$289K -11,480 -8%
MCCA
407
Mill Creek Capital Advisors
Pennsylvania
$3.25M – – –
GFP
408
Guardian Financial Partners
California
$3.24M +$171K +6,768 +6%
GG
409
GenWealth Group
New Jersey
$3.23M +$138K +5,468 +4%
HFA
410
Highland Financial Advisors
New Jersey
$3.2M -$2.62K -104 -0.1%
CRC
411
Curi RMB Capital
Illinois
$3.15M -$47.2K -1,872 -1%
AIM
412
Athena Investment Management
California
$3.15M +$9.08K +360 +0.3%
TYCC
413
Texas Yale Capital Corp
Florida
$3.14M – – –
SA
414
Strategic Advocates
Utah
$3.13M -$800K -31,720 -20%
LWM
415
LongView Wealth Management
Georgia
$3.12M -$234K -9,268 -7%
LIA
416
LifePlan Investment Advisors
North Carolina
$3.12M +$96.8K +3,840 +3%
BAMG
417
Brand Asset Management Group
Missouri
$3.11M -$62.3K -2,472 -2%
SFC
418
Sprinkle Financial Consultants
Colorado
$3.09M – – –
PCA
419
Pallas Capital Advisors
Massachusetts
$3.08M +$50.7K +2,008 +2%
AA
420
Advisory Alpha
Michigan
$3.07M +$198K +7,848 +7%
EWM
421
Evercore Wealth Management
New York
$3.05M – – –
KAS
422
KPP Advisory Services
Kentucky
$3.04M +$81.5K +3,232 +3%
KMWM
423
Keudell/Morrison Wealth Management
Oregon
$2.98M +$243K +9,620 +9%
FIM
424
Freedom Investment Management
Connecticut
$2.96M +$5.85K +232 +0.2%
RPGK
425
Retirement Planning Group (Kansas)
Kansas
$2.96M -$290K -11,484 -9%
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