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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 %
SAM
726
Silvercrest Asset Management
New York
$667K -$16.3K -648 -2%
MW
727
Marcum Wealth
Ohio
$658K +$195K +7,748 +42%
SFC
728
SYM Financial Corp
Indiana
$658K -$354K -14,032 -35%
RFA
729
Resurgent Financial Advisors
Georgia
$656K -$223K -8,832 -25%
GBWM
730
Granite Bay Wealth Management
New Hampshire
$654K -$87.8K -3,480 -12%
FEM
731
Fulcrum Equity Management
Texas
$650K +$650K +25,788 New
LRPA
732
L. Roy Papp & Associates
Arizona
$649K -$12.4K -492 -2%
QWP
733
Quotient Wealth Partners
Texas
$646K +$646K +25,608 New
CGA
734
Crescent Grove Advisors
Illinois
$639K – – –
EHC
735
Everett Harris & Co
California
$638K +$139K +5,508 +28%
RA
736
Ruggaard & Associates
Ohio
$637K – – –
WCM
737
Whitener Capital Management
North Carolina
$637K -$3.23K -128 -0.5%
SIS
738
Strategic Investment Solutions
Illinois
$637K +$637K +19,628 New
TIM
739
Total Investment Management
Arizona
$632K -$11.1K -440 -2%
AWM
740
Axxcess Wealth Management
California
$629K +$164K +6,520 +35%
RW
741
REDW Wealth
New Mexico
$629K – – –
EA
742
Ergawealth Advisors
Illinois
$628K +$104K +4,108 +20%
OAJ
743
Ogorek Anthony Joseph
New York
$622K – – –
BCV
744
Banque Cantonale Vaudoise
Switzerland
$620K -$64.2K -2,548 -9%
Russell Investments Group
745
Russell Investments Group
United Kingdom
$615K +$16.1K +640 +3%
CIP
746
Capital Insight Partners
Arizona
$614K -$14.7K -584 -2%
CWC
747
Carolinas Wealth Consulting
North Carolina
$613K -$39.1K -1,548 -6%
FRA
748
Front Row Advisors
California
$613K -$31.3K -1,240 -5%
KPWS
749
Kestra Private Wealth Services
Texas
$610K -$3.43K -136 -0.6%
EB
750
Emprise Bank
Kansas
$604K – – –
28 29
30
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