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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 %
DT
551
Diversified Trust
Tennessee
$1.45M -$41.7K -1,652 -3%
CCA
552
Clearwater Capital Advisors
Illinois
$1.44M -$76.6K -3,040 -5%
MAM
553
Marotta Asset Management
Virginia
$1.44M -$6.51K -256 -0.4%
TNA
554
True North Advisors
Texas
$1.43M -$428K -16,968 -23%
RIS
555
Retirement Income Solutions
Michigan
$1.42M – – –
WA
556
WESPAC Advisors
California
$1.4M +$1.4M +55,440 New
SQA
557
Simon Quick Advisors
New Jersey
$1.4M -$4.13K -164 -0.3%
RSWM
558
Robertson Stephens Wealth Management
California
$1.4M +$1.4M +55,284 New
RWRC
559
R.W. Roge & Company
New York
$1.39M -$48.8K -1,936 -3%
GWM
560
Gray Wealth Management
Maine
$1.39M +$42.2K +1,672 +3%
AIM
561
AMI Investment Management
Indiana
$1.38M -$64.9K -2,576 -4%
DWM
562
Destination Wealth Management
California
$1.38M +$32.6K +1,292 +2%
DBIA
563
Dumont & Blake Investment Advisors
New Jersey
$1.38M +$736K +29,192 +115%
ONB
564
Old National Bancorp
Indiana
$1.32M – – –
FTUS
565
Flow Traders U.S.
New York
$1.31M +$1.31M +51,908 New
OFG
566
Oxford Financial Group
Indiana
$1.3M +$30.8K +1,220 +2%
Renaissance Technologies
567
Renaissance Technologies
New York
$1.3M +$625K +24,800 +93%
IAP
568
Indie Asset Partners
Indiana
$1.29M +$35.3K +1,400 +3%
JWM
569
JFG Wealth Management
Colorado
$1.29M – – –
SNBOSD
570
Security National Bank of So Dak
Iowa
$1.27M -$17.3K -688 -1%
PNC Financial Services Group
571
PNC Financial Services Group
Pennsylvania
$1.26M -$118K -4,672 -9%
JWM
572
Janiczek Wealth Management
Colorado
$1.25M -$425K -16,856 -25%
SAG
573
SageView Advisory Group
California
$1.24M +$131K +5,216 +12%
JCFM
574
JBR Co Financial Management
Oklahoma
$1.23M -$8.07K -320 -0.6%
GWM
575
Geneos Wealth Management
Colorado
$1.23M +$385K +15,260 +46%
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