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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 %
RWM
501
Reston Wealth Management
Virginia
$1.96M +$7.87K +312 +0.4%
DSC
502
Duncker Streett & Co
Missouri
$1.96M -$52.2K -2,072 -3%
AA
503
Axiom Advisory
California
$1.95M +$1.95M +82,852 New
Jones Financial Companies
504
Jones Financial Companies
Missouri
$1.94M +$1.09M +43,040 +127%
LFG
505
Larson Financial Group
Missouri
$1.93M +$1.57M +62,236 +433%
DAS
506
Diversify Advisory Services
Utah
$1.93M -$19.9K -760 -1%
SCM
507
Saxony Capital Management
Missouri
$1.92M +$572K +22,692 +42%
BA
508
Bristlecone Advisors
Washington
$1.91M -$141K -5,600 -7%
PFA
509
Petra Financial Advisors
Colorado
$1.91M -$60.4K -2,396 -3%
CWM
510
Cornerstone Wealth Management
Missouri
$1.89M -$11.3K -448 -0.6%
GPA
511
Guerra Pan Advisors
New Jersey
$1.89M +$246K +9,772 +15%
CHA
512
Cooper/Haims Advisors
New York
$1.89M – – –
Northern Trust
513
Northern Trust
Illinois
$1.87M +$346K +13,708 +23%
HFA
514
Hershey Financial Advisers
Pennsylvania
$1.87M +$1.87M +74,088 New
BRWA
515
B. Riley Wealth Advisors
Florida
$1.86M -$281K -11,116 -13%
AGC
516
Aspen Grove Capital
Colorado
$1.83M – – –
LAS
517
Lloyd Advisory Services
Georgia
$1.83M +$1.83M +72,524 New
PWMG
518
Prestige Wealth Management Group
New Jersey
$1.82M -$8.68K -344 -0.5%
SIAG
519
Signet Investment Advisory Group
Rhode Island
$1.8M +$57.9K +2,296 +3%
SW
520
SVB Wealth
Massachusetts
$1.8M -$789K -31,284 -30%
IF
521
Intrua Financial
Texas
$1.79M +$91.1K +3,612 +5%
BBPWM
522
Blue Bell Private Wealth Management
Pennsylvania
$1.78M +$362K +14,344 +25%
VA
523
Valmark Advisers
Ohio
$1.77M +$1.25M +49,756 +242%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$1.76M -$14.9K -592 -0.8%
AWE
525
Avidian Wealth Enterprises
Texas
$1.76M +$1.76M +69,788 New
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