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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 %
Baird Financial Group
751
Baird Financial Group
Wisconsin
$604K -$232K -9,188 -28%
AWM
752
Aspire Wealth Management
Massachusetts
$600K +$46.5K +1,844 +8%
SWM
753
Spire Wealth Management
Virginia
$596K -$116K -4,588 -16%
OL
754
Owen LaRue
Kentucky
$594K -$40.4K -1,604 -6%
PFP
755
Pinnacle Financial Partners
Tennessee
$592K – – –
FSA
756
Fort Sheridan Advisors
Illinois
$591K +$265K +10,508 +81%
WPC
757
Wedmont Private Capital
Pennsylvania
$591K +$625 +24 +0.1%
Members Trust
758
Members Trust
Florida
$590K +$129K +5,128 +28%
1832 Asset Management
759
1832 Asset Management
Ontario, Canada
$588K – – –
WP
760
WealthPLAN Partners
Nebraska
$587K +$34.8K +1,380 +6%
SIA
761
Soltis Investment Advisors
Utah
$585K -$10.1K -400 -2%
FFO
762
Fiduciary Family Office
Florida
$584K +$67.8K +2,688 +13%
Qube Research & Technologies (QRT)
763
Qube Research & Technologies (QRT)
United Kingdom
$582K +$522K +20,700 +863%
OAM
764
Oppenheimer Asset Management
New York
$582K +$297K +11,780 +104%
SP
765
Stonebrook Private
Michigan
$574K +$76.7K +3,044 +15%
HI
766
Hoey Investments
Pennsylvania
$572K +$234K +9,300 +70%
CAI
767
Capital Advisors Inc
Oklahoma
$571K -$45K -1,784 -7%
GKWIM
768
Gerber Kawasaki Wealth & Investment Management
California
$570K – – –
FWI
769
Facet Wealth Inc
Maryland
$568K +$2.34K +96 +0.4%
PCMC
770
Planning Capital Management Corporation
Pennsylvania
$568K – – –
EK
771
Evensky & Katz
Florida
$567K – – –
BFG
772
Beacon Financial Group
Texas
$565K +$3.83K +152 +0.7%
NP
773
NorthRock Partners
Minnesota
$560K +$59.3K +2,348 +12%
SCM
774
SOL Capital Management
Maryland
$556K +$3.02K +120 +0.5%
FWTB
775
First Western Trust Bank
Colorado
$553K – – –
29 30
31
32 33