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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 %
S
601
Sachetta
Massachusetts
$1.09M +$612K +25,152 +128%
Fisher Asset Management
602
Fisher Asset Management
Washington
$1.09M +$483K +19,140 +80%
BCP
603
Blackhawk Capital Partners
Wisconsin
$1.08M +$493K +19,548 +84%
JC
604
Jentner Corp
Ohio
$1.08M -$26.6K -1,056 -2%
AMCA
605
Arthur M. Cohen & Associates
Illinois
$1.08M – – –
GC
606
Gilbert & Cook
Iowa
$1.07M – – –
WC
607
Waterloo Capital
Texas
$1.07M -$30.9K -1,224 -3%
RJT
608
Raymond James Trust
Florida
$1.07M – – –
P
609
&Partners
Tennessee
$1.06M +$511K +19,832 +94%
KJWM
610
Kiley Juergens Wealth Management
Washington
$1.05M +$27.7K +1,100 +3%
MLA
611
My Legacy Advisors
Oregon
$1.05M -$102K -4,028 -9%
UB
612
UMB Bank
Missouri
$1.04M -$46.6K -1,848 -4%
CWM
613
Cedar Wealth Management
California
$1.04M -$117K -4,652 -10%
AA
614
Apriem Advisors
California
$1.04M – – –
SA
615
Strategic Advisors
New York
$1.03M +$808K +32,048 +361%
D
616
Diversified
Delaware
$1.03M +$1.03M +40,780 New
Brown Advisory
617
Brown Advisory
Maryland
$1.03M -$26.6K -1,056 -3%
CCB
618
Cutter & Co Brokerage
Missouri
$1.02M -$41.4K -1,644 -4%
AC
619
Apella Capital
Connecticut
$1.01M +$700K +26,760 +224%
CAWM
620
Capital Advisors Wealth Management
Washington
$1M +$358K +14,204 +56%
KCM
621
Kathmere Capital Management
Pennsylvania
$998K -$4.84K -192 -0.5%
JIR
622
James Investment Research
Ohio
$990K +$101K +4,024 +11%
RFN
623
RDA Financial Network
Iowa
$987K -$53K -2,104 -5%
CWG
624
Cornerstone Wealth Group
North Carolina
$984K -$88.4K -3,508 -8%
CB
625
Commerce Bank
Missouri
$984K -$41.7K -1,656 -4%
23 24
25
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