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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 %
MPM
476
Meritage Portfolio Management
Kansas
$2.23M -$144K -5,700 -6%
USCWA
477
U.S. Capital Wealth Advisors
Texas
$2.23M -$16.7K -664 -0.7%
BCA
478
Bay Colony Advisors
Massachusetts
$2.22M +$193K +7,660 +10%
KC
479
Kades & Cheifetz
Pennsylvania
$2.2M -$7.56K -300 -0.3%
GAA
480
Guardian Asset Advisors
Pennsylvania
$2.18M -$255K -10,128 -10%
SMA
481
Sage Mountain Advisors
Georgia
$2.17M -$7.06K -280 -0.3%
CFO
482
CVA Family Office
Colorado
$2.13M +$251K +9,968 +13%
BFA
483
Beaumont Financial Advisors
Massachusetts
$2.12M -$35.1K -1,392 -2%
HPFG
484
Hart & Patterson Financial Group
Massachusetts
$2.12M +$204K +8,080 +11%
TF
485
Trek Financial
Arizona
$2.11M +$202 +8 +0%
KWM
486
Kolinsky Wealth Management
New Jersey
$2.11M +$197K +7,796 +10%
WPW
487
Watershed Private Wealth
Illinois
$2.08M – – –
LPAM
488
Lodestar Private Asset Management
California
$2.07M -$26.9K -1,068 -1%
ACG
489
Allen Capital Group
Nebraska
$2.05M +$235K +9,308 +13%
SCA
490
Snowden Capital Advisors
New York
$2.04M -$12.2K -484 -0.6%
CS
491
Crescent Sterling
Louisiana
$2.04M -$32K -1,268 -2%
GM
492
GeoWealth Management
Illinois
$2.03M -$14.9M -589,552 -88%
EWM
493
Empirical Wealth Management
Washington
$2.02M +$19.7K +780 +1%
CSWM
494
Cassady Schiller Wealth Management
Ohio
$2.01M – – –
NYLIM
495
New York Life Investment Management
New York
$2M +$2M +79,332 New
IA
496
Insight Advisors
Pennsylvania
$1.99M -$849K -33,692 -30%
TC
497
Tenret Company
Florida
$1.98M – – –
GHA
498
GW Henssler & Associates
Georgia
$1.98M -$46.2K -1,832 -2%
CHA
499
Carmichael Hill & Associates
Maryland
$1.98M -$21.4K -848 -1%
NEPWA
500
New England Private Wealth Advisors
Massachusetts
$1.97M +$1.97M +78,068 New
18 19
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