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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 %
NG
801
NWK Group
California
$504K – – –
BAWC
802
Boyce & Associates Wealth Consulting
Texas
$501K – – –
AWM
803
Accel Wealth Management
Iowa
$498K +$205K +8,144 +70%
BDFN
804
Bond & Devick Financial Network
Minnesota
$497K – – –
NIWA
805
New Insight Wealth Advisors
California
$496K +$126K +4,992 +34%
WIP
806
WealthCare Investment Partners
Rhode Island
$492K +$4.13K +164 +0.8%
IAIM
807
International Assets Investment Management
Florida
$491K -$82.2K -3,260 -14%
SW
808
SMART Wealth
Nebraska
$484K +$2.12K +84 +0.4%
PFA
809
Pathway Financial Advisors
Vermont
$484K – – –
RC
810
Roundview Capital
New Jersey
$483K – – –
AIM
811
Avity Investment Management
Connecticut
$482K -$84.9K -3,368 -15%
GCIM
812
Gunn & Company Investment Management
Florida
$480K – – –
CPSAC
813
Chas P. Smith & Associates (CPS)
Florida
$480K – – –
WFA
814
WMG Financial Advisors
Tennessee
$478K -$56.4K -2,236 -11%
FC
815
Financial Consulate
Maryland
$477K -$36.3K -1,440 -7%
IWA
816
IVC Wealth Advisors
Pennsylvania
$476K -$12.1K -480 -2%
BAM
817
Belpointe Asset Management
Nevada
$474K +$3.83K +152 +0.8%
VAS
818
Valicenti Advisory Services
New York
$471K -$4.23K -168 -0.9%
KA
819
Klingman & Associates
New York
$470K -$27.6K -1,096 -6%
AFA
820
Atlas Financial Advisors
California
$467K -$24.6K -976 -5%
PFA
821
Pure Financial Advisors
California
$467K +$37.7K +1,496 +9%
MA
822
MONECO Advisors
Connecticut
$466K -$53K -2,104 -10%
WP
823
Wealthspan Partners
Iowa
$462K +$98.2K +3,896 +27%
AFA
824
Alpha Financial Advisors
North Carolina
$461K – – –
GLA
825
Good Life Advisors
Pennsylvania
$460K – – –
31 32
33
34 35