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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 %
ZIM
876
Zacks Investment Management
Illinois
$377K -$46.9K -1,860 -11%
OFG
877
Omega Financial Group
California
$375K -$5.65K -224 -1%
HWP
878
Heritage Wealth Partners
Ohio
$375K +$375K +14,872 New
TI
879
Truepoint Inc
Ohio
$374K +$40.6K +1,612 +12%
AF
880
Affiance Financial
Minnesota
$374K -$24.9K -988 -6%
KeyBank National Association
881
KeyBank National Association
Ohio
$372K -$36.7K -1,456 -9%
FWM
882
Focused Wealth Management
New York
$368K +$504 +20 +0.1%
DAM
883
Delta Asset Management
Tennessee
$368K – – –
WLIM
884
White Lighthouse Investment Management
Massachusetts
$368K +$3.53K +140 +1%
CAL
885
Capital Analysts LLC
Pennsylvania
$366K +$319K +12,684 +686%
AFS
886
Access Financial Services
Minnesota
$365K – – –
CI
887
Chartist Inc
California
$365K – – –
HWM
888
Hohimer Wealth Management
Washington
$363K – – –
CPC
889
Consolidated Planning Corp
Georgia
$362K – – –
VRM
890
Vectors Research Management
New York
$355K – – –
AIM
891
AHL Investment Management
Florida
$354K – – –
IWN
892
Independent Wealth Network
Iowa
$354K +$4.54K +180 +1%
LG
893
LaFleur & Godfrey
Michigan
$353K +$403 +16 +0.1%
TA
894
TPG Advisors
Illinois
$350K +$350K +13,884 New
WW
895
Waterfront Wealth
Kansas
$349K – – –
BAM
896
Bellevue Asset Management
Washington
$348K +$63.4K +2,516 +22%
MSS
897
Mitchell Sinkler & Starr
Pennsylvania
$348K +$29.3K +1,160 +9%
BW
898
BIP Wealth
Georgia
$346K +$6.46K +256 +2%
SWA
899
SOA Wealth Advisors
New York
$346K – – –
PWP
900
Pursue Wealth Partners
California
$346K – – –
34 35
36
37 38