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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,175 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, 398 reducing their positions, and 45 closing their positions.

Holders
1,175
Holders Change
+48
Holders Change %
+4.26%
% of All Funds
17.09%
Holding in Top 10
190
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.15%
% of All Funds
2.76%
New
110
Increased
452
Reduced
398
Closed
45
Calls
$8.44M
Puts
$2.48M
Net Calls
+$5.96M
Net Calls Change
-$5.33M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.01B
2
OIA
2
OneDigital Investment Advisors
Kansas
$221M
3
LPL Financial
3
LPL Financial
California
$386M
4
Ameriprise
4
Ameriprise
Minnesota
$350M
5
AAS
5
Avantax Advisory Services
Texas
$77.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$433M
3
GAA
3
Global Assets Advisory
Florida
$429K
4
APP
4
Avantax Planning Partners
Iowa
$453M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$334M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
26
Marquette Asset Management
Minnesota
$101M 3,993,480 +12,364 +0.3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$91.3M 3,622,288 +158,788 +5%
HWA
28
HHM Wealth Advisors
Tennessee
$89.8M 3,560,984 +7,448 +0.2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$89.2M 3,537,088 -70,692 -2%
FA
30
Financial Advisors
Massachusetts
$85.5M 3,392,252 -90,376 -3%
AssetMark Inc
31
AssetMark Inc
California
$85.1M 3,375,728 -35,836 -1%
Cerity Partners
32
Cerity Partners
New York
$80M 3,171,480 -3,256 -0.1%
BPA
33
Beacon Pointe Advisors
California
$78.3M 3,104,772 +15,484 +0.5%
AAS
34
Avantax Advisory Services
Texas
$77.2M 3,060,976 +1,117,208 +57%
KF
35
Krilogy Financial
Missouri
$76.7M 3,044,080 -139,140 -4%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$76M 3,012,868 -29,564 -1%
LFS
37
Legacy Financial Strategies
Kansas
$72.1M 2,795,552 +91,556 +3%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$71.7M 2,844,040 -5,560 -0.2%
Truist Financial
39
Truist Financial
North Carolina
$71.2M 2,826,104 +174,836 +7%
KAS
40
Kestra Advisory Services
Texas
$70.3M 2,992,072 +933,608 +45%
Wells Fargo
41
Wells Fargo
California
$69.3M 2,750,116 +483,484 +21%
CCMG
42
Clark Capital Management Group
Pennsylvania
$67.9M 2,693,916 +985,028 +58%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$67.3M 2,670,972 +225,620 +9%
Charles Schwab
44
Charles Schwab
California
$67M 2,659,236 -62,924 -2%
BC
45
Brio Consultants
California
$66.1M 2,620,412 -25,420 -1%
UCFA
46
United Capital Financial Advisors
Texas
$60.2M 2,387,600 -64,080 -3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$58.7M 2,327,088 +169,336 +8%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.3M 2,314,244 -14,152 -0.6%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$56.1M 2,222,032 +22,612 +1%
AIA
50
Angeles Investment Advisors
California
$55.9M 2,216,000 -884,000 -29%
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