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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 %
TWCA
701
Two West Capital Advisors
Kansas
$731K +$731K +28,996 New
CCA
702
Clarity Capital Advisors
Florida
$729K – – –
OFS
703
OMC Financial Services
New York
$727K +$182K +7,212 +33%
NAMNJ
704
NorthStar Asset Management (New Jersey)
New Jersey
$727K -$3.93K -156 -0.5%
IWP
705
Insight Wealth Partners
Texas
$726K +$204K +8,088 +39%
CIR
706
Clear Investment Research
Georgia
$722K -$5.85K -232 -0.8%
PA
707
Parallel Advisors
California
$717K -$14.6K -580 -2%
AP
708
Adero Partners
California
$715K -$4.84K -192 -0.7%
EW
709
Element Wealth
Mississippi
$714K – – –
GA
710
Goldstein Advisors
Wisconsin
$711K +$10.1K +400 +1%
LAIC
711
Lederer & Associates Investment Counsel
California
$711K -$12.7K -504 -2%
CW
712
CreativeOne Wealth
Kansas
$710K -$2.54M -100,736 -78%
Kovitz Investment Group Partners
713
Kovitz Investment Group Partners
Illinois
$709K +$29.5K +1,172 +4%
LFS
714
Lutz Financial Services
Nebraska
$708K – – –
QPWM
715
Quadrant Private Wealth Management
Pennsylvania
$705K +$705K +27,952 New
PIMG
716
Patriot Investment Management Group
Tennessee
$705K -$86K -3,412 -11%
TPWM
717
Twelve Points Wealth Management
Massachusetts
$704K – – –
WFAG
718
Wescott Financial Advisory Group
Pennsylvania
$698K +$21.3K +844 +3%
AWA
719
Arkadios Wealth Advisors
Georgia
$697K +$151K +6,008 +28%
AAS
720
Asset Allocation Strategies
Michigan
$693K +$693K +27,468 New
ABC
721
Associated Banc-Corp
Wisconsin
$684K -$13.6K -540 -2%
LF
722
LifeSteps Financial
California
$683K -$15.5K -616 -2%
ZRP
723
Zynergy Retirement Planning
New Jersey
$671K +$671K +26,636 New
SA
724
SpiderRock Advisors
Delaware
$669K -$274K -10,852 -29%
NCM
725
Northwest Capital Management
Oregon
$669K -$807 -32 -0.1%
27 28
29
30 31