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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 %
HBW
851
Hazlett, Burt & Watson
West Virginia
$414K – – –
HIP
852
HUB Investment Partners
Texas
$413K -$14.5K -576 -3%
HKIMG
853
Hutchens & Kramer Investment Management Group
Indiana
$413K -$8.44K -332 -2%
KPWG
854
KFA Private Wealth Group
Virginia
$412K -$19.9K -788 -5%
FWM
855
Finer Wealth Management
Massachusetts
$409K +$9.58K +380 +2%
Empower Advisory Group
856
Empower Advisory Group
Colorado
$408K +$62K +2,460 +18%
GCM
857
G2 Capital Management
Ohio
$406K – – –
CFG
858
Citizens Financial Group
Rhode Island
$405K +$405K +16,056 New
LF
859
Lantz Financial
Illinois
$405K – – –
PWM
860
Praetorian Wealth Management
California
$402K +$402K +15,964 New
ECM
861
Evergreen Capital Management
Washington
$400K +$12.7K +504 +3%
FG
862
Fairman Group
Pennsylvania
$398K -$10.5K -416 -3%
SHJ
863
Sharkey, Howes & Javer
Colorado
$398K – – –
SSWM
864
Smith Salley Wealth Management
North Carolina
$392K +$7.56K +300 +2%
SI
865
Saxon Interests
Texas
$390K +$164K +6,492 +72%
FA
866
Fortis Advisors
Pennsylvania
$389K +$39.7K +1,576 +11%
TPI
867
Trust Point Inc
Wisconsin
$389K +$389K +15,412 New
HB
868
HTLF Bank
Colorado
$384K -$751K -29,796 -66%
AGA
869
Arkos Global Advisors
Texas
$383K – – –
AFTS
870
American Financial & Tax Strategies
New York
$382K -$16.9K -672 -4%
BWP
871
Barlow Wealth Partners
Kentucky
$382K +$382K +15,544 New
DIS
872
Diversified Investment Strategies
Louisiana
$382K +$22.9K +908 +6%
HC
873
Hamilton Capital
Ohio
$380K -$100K -3,980 -21%
VHAM
874
Van Hulzen Asset Management
California
$379K – – –
PCG
875
Prosperity Consulting Group
Maryland
$378K – – –
33 34
35
36 37