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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 %
WAP
526
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$75K +2,976 +4%
RF
527
RHS Financial
California
$1.75M +$79.1K +3,136 +5%
SFWA
528
Summit Financial Wealth Advisors
Louisiana
$1.75M +$10.6K +420 +0.6%
LCM
529
Logan Capital Management
Pennsylvania
$1.73M +$37.8K +1,500 +2%
VFIC
530
Valley Forge Investment Consultants
Pennsylvania
$1.72M -$3.83K -152 -0.2%
RSWA
531
Robinson Smith Wealth Advisors
Maine
$1.72M -$18.7K -740 -1%
AP
532
Appleton Partners
Massachusetts
$1.71M -$42.4K -1,680 -2%
PCMC
533
Private Capital Management (Colorado)
Colorado
$1.7M -$90.3K -3,580 -5%
CIAS
534
Capital Investment Advisory Services
North Carolina
$1.69M +$194K +7,676 +13%
GWWM
535
Great Waters Wealth Management
Minnesota
$1.67M -$59.2K -2,348 -3%
Natixis Advisors
536
Natixis Advisors
Massachusetts
$1.63M +$80.6K +3,196 +5%
MWP
537
Madison Wealth Partners
Wisconsin
$1.62M +$145K +5,736 +10%
CFO
538
Custos Family Office
Texas
$1.62M +$1.62M +64,272 New
PJSIMP
539
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.61M +$258K +10,224 +19%
IC
540
IEQ Capital
California
$1.6M +$1.12M +44,580 +234%
Goldman Sachs
541
Goldman Sachs
New York
$1.6M +$147K +5,832 +10%
RWM
542
Revisor Wealth Management
Ohio
$1.58M -$1.55M -61,504 -50%
HA
543
Herold Advisors
New York
$1.55M – – –
YLHM
544
Yelin Lapidot Holdings Management
Israel
$1.54M – – –
MA
545
Modus Advisors
Minnesota
$1.52M -$161K -6,376 -10%
AF
546
Advisornet Financial
Minnesota
$1.51M -$139K -5,528 -8%
Comerica Bank
547
Comerica Bank
Texas
$1.49M -$51.4K -2,040 -3%
B
548
Bailard
California
$1.48M – – –
HSA
549
HBK Sorce Advisory
Pennsylvania
$1.46M +$15.7K +624 +1%
SWM
550
Segment Wealth Management
Texas
$1.45M -$7.06K -280 -0.5%
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