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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,175 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, 398 reducing their positions, and 45 closing their positions.

Holders
1,175
Holders Change
+48
Holders Change %
+4.26%
% of All Funds
17.09%
Holding in Top 10
190
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.15%
% of All Funds
2.76%
New
110
Increased
452
Reduced
398
Closed
45
Calls
$8.44M
Puts
$2.48M
Net Calls
+$5.96M
Net Calls Change
-$5.33M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.01B
2
OIA
2
OneDigital Investment Advisors
Kansas
$221M
3
LPL Financial
3
LPL Financial
California
$386M
4
Ameriprise
4
Ameriprise
Minnesota
$350M
5
AAS
5
Avantax Advisory Services
Texas
$77.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$433M
3
GAA
3
Global Assets Advisory
Florida
$429K
4
APP
4
Avantax Planning Partners
Iowa
$453M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$334M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$53.5M 2,123,748 -28,092 -1%
HWM
52
HRC Wealth Management
Idaho
$53M 2,101,676 +53,048 +3%
MCM
53
MAI Capital Management
Ohio
$52.3M 2,073,692 +66,740 +3%
PCIA
54
Prime Capital Investment Advisors
Kansas
$52.3M 2,073,404 -459,248 -18%
DWM
55
Dechtman Wealth Management
Colorado
$52M 2,062,312 +33,160 +2%
FMP
56
Financial Management Professionals
Texas
$51.2M 2,030,240 +14,448 +0.7%
ACM
57
Advance Capital Management
Michigan
$50.9M 2,020,504 +49,020 +2%
FCI
58
Financial Counselors Inc
Kansas
$50.2M 1,989,516 -21,296 -1%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$49.6M 1,895,456 -67,464 -3%
NCMW
60
Northern Capital Management (Washington)
Washington
$49.1M 1,947,600 -51,592 -3%
KLI
61
Kelman-Lazarov Inc
Tennessee
$48.8M 1,934,896 -71,236 -4%
NFG
62
Nadler Financial Group
Illinois
$48.5M 1,925,260 +37,616 +2%
Creative Planning
63
Creative Planning
Kansas
$47.7M 1,893,472 +38,104 +2%
GAM
64
Gemmer Asset Management
California
$47.7M 1,893,300 +8,676 +0.5%
BFG
65
Berger Financial Group
Minnesota
$47M 1,862,560 +349,472 +23%
FC
66
Forte Capital
New York
$46.9M 1,858,724 -164,556 -8%
BFS
67
Burkett Financial Services
South Carolina
$46.7M 1,852,040 -18,008 -1%
PWS
68
Private Wealth Strategies
Ohio
$44.8M 1,777,092 +18,672 +1%
UBS Group
69
UBS Group
Switzerland
$44.7M 1,772,848 -136,788 -7%
CWA
70
Cornerstone Wealth Advisors
Minnesota
$44.6M 1,767,848 -25,432 -1%
TWM
71
Tradition Wealth Management
Minnesota
$42.1M 1,669,252 +61,820 +4%
WIA
72
World Investment Advisors
California
$41.2M 1,633,324 +243,456 +18%
HWM
73
HB Wealth Management
Georgia
$40.6M 1,612,252 -26,096 -2%
SWRP
74
Summit Wealth & Retirement Planning
California
$40.6M 1,611,072 +13,480 +0.8%
MSFS
75
Main Street Financial Solutions
Pennsylvania
$40.4M 1,604,376 +52,296 +3%
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