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 %
S
426
SignatureFD
Georgia
$2.92M -$3.13K -124 -0.1%
AA
427
Aire Advisors
California
$2.91M -$340K -13,524 -10%
TWP
428
Tempus Wealth Planning
California
$2.91M +$17.6K +700 +0.6%
ASN
429
Advisory Services Network
Georgia
$2.89M -$113K -4,480 -4%
JGCM
430
Joseph Group Capital Management
Ohio
$2.86M -$25.8K -1,024 -0.9%
BWM
431
Brown Wealth Management
Illinois
$2.85M -$1.31K -52 -0%
SPA
432
Sentinel Pension Advisors
Massachusetts
$2.83M -$13.4K -532 -0.5%
MCM
433
MidAtlantic Capital Management
Virginia
$2.81M +$189K +7,488 +7%
CCWM
434
Cassaday & Co Wealth Management
Virginia
$2.81M -$12K -476 -0.4%
PPWM
435
Perissos Private Wealth Management
Oklahoma
$2.79M +$88.8K +3,524 +3%
BMCM
436
Burns Matteson Capital Management
New York
$2.79M -$209K -8,280 -7%
FWM
437
Fingerlakes Wealth Management
New York
$2.78M +$505K +20,012 +22%
AF
438
Allworth Financial
California
$2.78M +$27.7K +1,104 +1%
SCA
439
STALEY CAPITAL ADVISERS
Pennsylvania
$2.77M – – –
CCM
440
Condor Capital Management
New Jersey
$2.76M -$807 -32 -0%
OPA
441
Old Port Advisors
Maine
$2.69M +$27.5K +1,092 +1%
LIM
442
Leavell Investment Management
Alabama
$2.69M +$121K +4,812 +5%
HWM
443
Heirloom Wealth Management
Colorado
$2.68M -$228K -9,052 -8%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$2.68M +$159K +6,316 +6%
OPWM
445
Oxinas Partners Wealth Management
Indiana
$2.67M -$148K -5,868 -5%
ZIMP
446
Zimmermann Investment Management & Planning
Pennsylvania
$2.65M +$161K +6,388 +6%
MCC
447
Money Concepts Capital
Florida
$2.63M -$1.61K -64 -0.1%
Janney Montgomery Scott
448
Janney Montgomery Scott
Pennsylvania
$2.59M +$48.1K +1,908 +2%
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$2.57M +$1.27M +48,660 +98%
SAI
450
Savvy Advisors Inc
New York
$2.57M +$2.16M +85,788 +533%
16 17
18
19 20