SCHG icon

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 %
FC
576
Fusion Capital
South Carolina
$1.22M -$56.7K -2,248 -4%
FA
577
FSA Advisors
Michigan
$1.21M -$13.7K -576 -1%
KP
578
Keel Point
Alabama
$1.21M +$36.7K +1,488 +3%
NHT
579
New Hampshire Trust
New Hampshire
$1.2M +$119K +4,724 +11%
CAM
580
Cozad Asset Management
Illinois
$1.19M – – –
IRC
581
Investors Research Corp
Georgia
$1.17M +$109K +4,332 +10%
VFA
582
Valeo Financial Advisors
Indiana
$1.17M -$6.56K -260 -0.6%
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
$1.17M -$171K -6,768 -13%
CIA
584
Concurrent Investment Advisors
Florida
$1.17M +$1.17M +46,356 New
AWA
585
Acorn Wealth Advisors
Michigan
$1.17M +$261K +10,348 +29%
PL
586
Plancorp LLC
Missouri
$1.16M +$6.76K +268 +0.6%
SFG
587
Sovereign Financial Group
Connecticut
$1.16M – – –
HC
588
Hoese & Co
Minnesota
$1.15M -$41.6K -1,760 -3%
TFS
589
Thoroughbred Financial Services
Tennessee
$1.14M +$332K +13,172 +41%
AI
590
Accredited Investors
Minnesota
$1.13M +$66.5K +2,636 +6%
FFA
591
Farther Finance Advisors
California
$1.12M +$768K +30,240 +216%
HF
592
Halpern Financial
Virginia
$1.12M – – –
Pathstone Holdings
593
Pathstone Holdings
New Jersey
$1.12M +$286K +11,328 +34%
AA
594
Ancora Advisors
Ohio
$1.11M -$17.3K -688 -2%
TIAA Trust, National Association
595
TIAA Trust, National Association
North Carolina
$1.11M +$112K +4,456 +11%
KWM
596
Keebeck Wealth Management
Illinois
$1.1M -$11.5K -456 -1%
SWA
597
Sightline Wealth Advisors
Connecticut
$1.1M +$1.1M +43,608 New
FFA
598
Fortune Financial Advisors
Kansas
$1.1M +$380K +15,076 +53%
PWS
599
Precision Wealth Strategies
Missouri
$1.1M -$2.17M -86,252 -66%
TA
600
TrueWealth Advisors
Alabama
$1.09M -$5.04K -200 -0.5%
22 23
24
25 26