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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 %
RFN
651
Redwood Financial Network
Ohio
$885K +$148K +5,884 +20%
FGA
652
Fortis Group Advisors
New Jersey
$883K +$63.6K +2,524 +8%
PCI
653
Planning Center Inc
Illinois
$882K +$882K +35,004 New
BWA
654
Burt Wealth Advisors
Maryland
$879K -$133K -5,256 -13%
KFA
655
Kelleher Financial Advisors
New York
$875K – – –
EL
656
Essex LLC
Illinois
$872K -$1.82K -72 -0.2%
GI
657
GS Investments
Minnesota
$870K -$75K -2,976 -8%
SFS
658
Summit Financial Strategies
Ohio
$864K -$139K -5,520 -14%
WAG
659
Windsor Advisory Group
Ohio
$862K – – –
FLA
660
Financial Life Advisors
Texas
$857K -$605 -24 -0.1%
EFN
661
Equita Financial Network
Pennsylvania
$857K +$857K +33,992 New
AQR Capital Management
662
AQR Capital Management
Connecticut
$857K -$22.5K -892 -3%
CWM
663
Castle Wealth Management
Florida
$855K -$386K -15,312 -31%
HL
664
HeadInvest LLC
Maine
$833K -$50.7K -2,012 -6%
FSA
665
Financial Sense Advisors
California
$832K +$83K +3,292 +11%
RZH
666
Relyea Zuckerberg Hanson
Connecticut
$832K +$555K +22,000 +200%
CGFA
667
Colton Groome Financial Advisors
North Carolina
$828K -$29K -1,152 -3%
LFA
668
Legend Financial Advisors
Pennsylvania
$827K – – –
ATI
669
ARK & TLK Investments
Oklahoma
$824K – – –
CW
670
CIC Wealth
Maryland
$823K -$504 -20 -0.1%
AC
671
AlphaCore Capital
California
$822K -$9.89K -392 -1%
PFS
672
Prospera Financial Services
Texas
$822K +$349K +13,832 +74%
AWM
673
Abound Wealth Management
Tennessee
$816K +$13.9K +552 +2%
MFG
674
Merit Financial Group
Georgia
$807K -$3.43K -136 -0.4%
APW
675
Aurora Private Wealth
New Jersey
$803K +$7.57K +300 +1%
25 26
27
28 29