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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 %
AWMG
451
Alliance Wealth Management Group
New Jersey
$2.56M – – –
TCM
452
Towercrest Capital Management
Pennsylvania
$2.56M – – –
TW
453
Transform Wealth
Colorado
$2.55M +$399K +15,800 +19%
AL
454
ACAS LLC
California
$2.52M -$132K -5,304 -5%
B
455
Birchbrook
Maine
$2.5M -$32.5K -1,288 -1%
DC
456
Davenport & Co
Virginia
$2.49M +$64.6K +2,564 +3%
SPI
457
Santori & Peters Inc
Pennsylvania
$2.49M +$142K +5,652 +6%
CF
458
Centaurus Financial
California
$2.49M +$303K +12,016 +14%
BCI
459
Brinker Capital Investments
Pennsylvania
$2.48M +$641K +25,428 +35%
OPS
460
Orion Portfolio Solutions
Nebraska
$2.48M +$641K +25,428 +35%
GJIA
461
Glass Jacobson Investment Advisors
Maryland
$2.48M +$187K +7,404 +8%
BL
462
BFSG LLC
California
$2.45M +$286K +11,340 +13%
CFG
463
Clayton Financial Group
Missouri
$2.43M +$347K +14,980 +17%
TVM
464
True Vision MN
Minnesota
$2.41M +$19.5K +772 +0.8%
CWA
465
Clearview Wealth Advisors
Oregon
$2.32M +$2.32M +92,200 New
Betterment LLC
466
Betterment LLC
New York
$2.3M +$334K +13,252 +17%
SCA
467
Scott Capital Advisors
Oregon
$2.3M +$1.88K +72 +0.1%
MC
468
Montag & Caldwell
Georgia
$2.28M +$213K +8,468 +10%
Bank of New York Mellon
469
Bank of New York Mellon
New York
$2.27M +$89.2K +3,540 +4%
FA
470
FC Advisory
Pennsylvania
$2.27M -$55.8K -2,212 -2%
WFS
471
WealthGarden F.S.
California
$2.27M +$2.27M +89,968 New
RB
472
Renasant Bank
Mississippi
$2.26M +$2.26M +89,464 New
SMC
473
Smith, Moore & Co
Missouri
$2.24M +$18.9K +748 +0.8%
OWM
474
Orgel Wealth Management
Wisconsin
$2.24M +$319K +12,652 +17%
SFG
475
Snider Financial Group
Washington
$2.24M +$72.7K +2,884 +3%
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