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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 %
RMA
626
Roffman Miller Associates
Pennsylvania
$979K +$8.57K +340 +0.9%
AMG
627
Asset Management Group
Connecticut
$969K – – –
REMPR
628
Roof Eidam Maycock Peralta (REMP)
California
$964K – – –
SAM
629
SignalPoint Asset Management
Missouri
$956K +$21.6K +856 +2%
SFG
630
Sunburst Financial Group
Alabama
$956K – – –
RWP
631
RWA Wealth Partners
Massachusetts
$951K – – –
SCTC
632
Sanibel Captiva Trust Company
Florida
$951K – – –
WIC
633
Woodmont Investment Counsel
Tennessee
$951K +$13.1K +520 +1%
AWM
634
Aprio Wealth Management
Georgia
$944K -$9.48K -376 -1%
MFG
635
Midwest Financial Group
Kansas
$943K +$155K +6,164 +20%
CG
636
Cynosure Group
Utah
$943K -$4.44K -176 -0.5%
ICM
637
Islay Capital Management
Texas
$942K -$161K -6,400 -15%
CS
638
Capital Square
Tennessee
$937K +$115K +4,532 +14%
HWA
639
Hilltop Wealth Advisors
North Carolina
$934K -$29.7K -1,180 -3%
Bank of Montreal
640
Bank of Montreal
Ontario, Canada
$929K +$64.7K +2,556 +7%
GC
641
Gratus Capital
Georgia
$926K -$2.52K -100 -0.3%
UAG
642
United Advisor Group
Ohio
$918K +$368K +14,588 +67%
NW
643
NewEdge Wealth
Pennsylvania
$906K – – –
MPCA
644
Madison Park Capital Advisors
Washington
$905K +$68.4K +2,712 +8%
ST
645
Sabal Trust
Florida
$904K – – –
CCM
646
Colorado Capital Management
Colorado
$902K +$87K +3,452 +11%
CSPAM
647
Cary Street Partners Asset Management
Virginia
$896K +$148K +5,856 +20%
MTIC
648
Missouri Trust & Investment Company
Missouri
$895K +$20.2K +800 +2%
Winslow Capital Management
649
Winslow Capital Management
Minnesota
$887K +$887K +35,192 New
WA
650
Wealth Architects
California
$887K – – –
24 25
26
27 28