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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 %
KIA
676
KCM Investment Advisors
California
$802K – – –
SEIA
677
Signature Estate & Investment Advisors
California
$799K +$799K +31,704 New
CIA
678
Capital Investment Advisors
Georgia
$790K -$7.06K -280 -0.9%
NB
679
NBT Bank
New York
$789K +$143K +5,676 +22%
SFG
680
SevenBridge Financial Group
Pennsylvania
$789K +$15.1K +644 +2%
AOWM
681
Alpha Omega Wealth Management
Virginia
$784K -$16.2K -644 -2%
DWT
682
Dorsey & Whitney Trust
South Dakota
$783K -$103K -4,104 -12%
BPWM
683
Badgley Phelps Wealth Managers
Washington
$782K -$10.7K -424 -1%
WANY
684
Wealthspire Advisors (New York)
New York
$779K +$30.7K +1,216 +4%
AGWCA
685
Annis Gardner Whiting Capital Advisors
Florida
$776K +$776K +30,744 New
FAG
686
Fortitude Advisory Group
Washington
$768K -$26.8K -1,064 -3%
CA
687
CGN Advisors
Kansas
$765K +$24.8K +984 +3%
HAS
688
HBW Advisory Services
California
$765K +$765K +30,332 New
CC
689
Callan Capital
California
$752K +$256K +10,144 +52%
LJAC
690
L.J. Altfest & Co
New York
$751K – – –
SPL
691
Smart Portfolios LLC
Washington
$746K +$38.8K +1,540 +5%
NCFG
692
New Century Financial Group
New Jersey
$745K +$745K +29,548 New
FWCM
693
Ferguson Wellman Capital Management
Oregon
$745K -$395K -15,680 -35%
C
694
CEDRUS
Colorado
$744K +$502K +19,896 +207%
IA
695
IFG Advisory
Georgia
$738K +$738K +29,260 New
FAM
696
Formidable Asset Management
Ohio
$737K +$737K +29,236 New
OC
697
Oarsman Capital
Wisconsin
$737K +$3.93K +156 +0.5%
MWM
698
Mission Wealth Management
California
$734K -$6.1M -242,112 -89%
CSIC
699
Clifford Swan Investment Counsel
California
$734K -$5.04K -200 -0.7%
IF
700
Integrity Financial
Wyoming
$731K +$26.5K +1,052 +4%
26 27
28
29 30