SCHG icon

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 %
RWM
776
RBA Wealth Management
California
$552K +$4.94K +196 +0.9%
EFS
777
Econ Financial Services
Pennsylvania
$551K +$19.5K +772 +4%
SFG
778
Synergy Financial Group
California
$549K -$5.65K -224 -1%
GG
779
Greenwood Gearhart
Arkansas
$548K -$10.9K -432 -2%
PCM
780
Pennsylvania Capital Management
Pennsylvania
$545K +$4.74K +188 +0.9%
PMFA
781
Plante Moran Financial Advisors
Michigan
$544K +$147K +5,840 +37%
TA
782
TFB Advisors
Kansas
$542K -$2.72K -108 -0.5%
SC
783
Scotia Capital
Ontario, Canada
$542K – – –
BC
784
Burney Company
Virginia
$540K – – –
FMII
785
Farmers & Merchants Investments Inc
Nebraska
$537K – – –
TWA
786
TCI Wealth Advisors
Arizona
$537K -$103K -4,072 -16%
WBC
787
West Branch Capital
Massachusetts
$536K – – –
LWM
788
Lakeridge Wealth Management
Ohio
$535K -$47K -1,864 -8%
Wolverine Trading
789
Wolverine Trading
Illinois
$534K -$278K -11,008 -34%
SA
790
SRH Advisors
Kansas
$533K – – –
JSL
791
JT Stratford LLC
Georgia
$525K +$525K +20,816 New
MWM
792
MBE Wealth Management
Wisconsin
$521K -$48.5K -1,924 -9%
CWM
793
Cabot Wealth Management
Massachusetts
$519K -$22.6K -896 -4%
PIA
794
Pinion Investment Advisors
Kansas
$519K – – –
DLCIG
795
D.L. Carlson Investment Group
New Hampshire
$517K -$40.4K -1,604 -7%
FTDI
796
First Trust Direct Indexing
Massachusetts
$516K +$516K +20,476 New
WP
797
Westmount Partners
California
$511K +$203 +8 +0%
GCM
798
Gallacher Capital Management
Colorado
$511K – – –
LWA
799
Lantern Wealth Advisors
New York
$506K +$10.9K +432 +2%
TPW
800
Tiller Private Wealth
Pennsylvania
$505K +$47.8K +1,896 +10%
30 31
32
33 34