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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 %
PGAM
826
Princeton Global Asset Management
New Jersey
$456K – – –
RL
827
Retireful LLC
Michigan
$450K +$450K +17,840 New
AWM
828
Accurate Wealth Management
Florida
$449K +$8.88K +340 +2%
GT
829
Glenview Trust
Kentucky
$447K – – –
TP
830
Tranquility Partners
Tennessee
$446K -$45.4K -1,800 -9%
MW
831
Maia Wealth
Colorado
$445K +$445K +17,052 New
CG
832
Caprock Group
Idaho
$443K +$443K +17,568 New
SAM
833
Secure Asset Management
Michigan
$443K +$82.2K +3,260 +23%
AC
834
Annandale Capital
Texas
$438K +$438K +17,380 New
MI
835
Moneywise Inc
Virginia
$434K – – –
LFA
836
LGT Financial Advisors
Texas
$434K -$374K -14,848 -46%
IF
837
Ironwood Financial
Arizona
$431K +$202 +8 +0%
GAA
838
Global Assets Advisory
Florida
$429K -$39.4M -1,562,804 -99%
KC
839
Knuff & Co
California
$429K +$429K +17,004 New
PTC
840
Private Trust Company
Ohio
$425K +$214K +8,480 +101%
NSAM
841
North Star Asset Management
Wisconsin
$423K -$62.5K -2,480 -13%
AO
842
Advisor OS
Illinois
$422K -$77.9K -3,088 -16%
GWA
843
Geometric Wealth Advisors
District of Columbia
$421K – – –
WG
844
Wealth Group
North Carolina
$419K -$25K -992 -6%
AFA
845
American Financial Advisors
Georgia
$418K +$32.8K +1,300 +9%
GWS
846
Glassman Wealth Services
Virginia
$418K +$12K +476 +3%
BNP Paribas Financial Markets
847
BNP Paribas Financial Markets
France
$418K +$418K +16,568 New
CIC
848
Carnegie Investment Counsel
Ohio
$417K -$3.29M -130,604 -89%
RWM
849
Ritholtz Wealth Management
New York
$417K -$129K -5,136 -24%
FCH
850
Freestone Capital Holdings
Washington
$416K +$101 +4 +0%
32 33
34
35 36