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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 %
CI
901
CX Institutional
Indiana
$345K -$5.65K -224 -2%
AllianceBernstein
902
AllianceBernstein
Tennessee
$344K +$344K +13,644 New
GCP
903
GSA Capital Partners
United Kingdom
$343K -$1.47M -58,400 -81%
PA
904
Pinnacle Associates
New York
$343K +$2.02K +80 +0.6%
SFO
905
Stokes Family Office
Louisiana
$341K +$49.9K +1,980 +17%
BTWM
906
Baker Tilly Wealth Management
Wisconsin
$340K – – –
BlackRock
907
BlackRock
New York
$340K +$120K +4,752 +54%
AAS
908
Annex Advisory Services
Wisconsin
$339K -$39K -1,548 -10%
ANTB
909
AMG National Trust Bank
Colorado
$330K – – –
SI
910
Stephens Inc
Arkansas
$326K +$18.2K +720 +6%
GFWA
911
Grey Fox Wealth Advisors
Delaware
$324K – – –
SW
912
SteelPeak Wealth
California
$318K +$87.7K +3,476 +38%
PWP
913
Precedent Wealth Partners
Texas
$317K +$317K +12,584 New
WA
914
Waterford Advisors
New York
$317K – – –
PVI
915
Pine Valley Investments
New Jersey
$316K -$17.4K -688 -5%
QWM
916
Quadcap Wealth Management
Texas
$315K +$12.2K +484 +4%
WMR
917
Wealth Management Resources
Rhode Island
$315K -$54.5K -2,160 -15%
HI
918
Hudock Inc
Pennsylvania
$314K – – –
CFS
919
Coordinated Financial Services
Colorado
$313K -$23.6K -936 -7%
FPW
920
Flagship Private Wealth
Massachusetts
$313K -$31.9K -1,264 -9%
FCA
921
FinTrust Capital Advisors
South Carolina
$312K -$5.24K -208 -2%
FFM
922
Forum Financial Management
Illinois
$310K +$310K +12,284 New
SHA
923
Seneca House Advisors
Virginia
$307K -$33.8K -1,340 -10%
SA
924
Stewardship Advisors
Pennsylvania
$306K +$306K +12,148 New
EFG
925
Ehrlich Financial Group
California
$306K +$42.6K +1,688 +16%
35 36
37
38 39