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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 %
WE
926
Wealth Effects
Massachusetts
$306K +$68.5K +2,716 +29%
DWM
927
Diversify Wealth Management
Utah
$305K +$305K +13,172 New
BMCM
928
Bryn Mawr Capital Management
Pennsylvania
$303K – – –
PAG
929
Paladin Advisory Group
Iowa
$302K -$7.62K -300 -2%
AIM
930
Aspen Investment Management
Michigan
$301K +$47K +1,864 +18%
BIA
931
Bell Investment Advisors
California
$299K +$299K +11,844 New
BWM
932
BNC Wealth Management
Oregon
$297K – – –
MAC
933
Mason & Associates (California)
California
$292K +$1.51K +60 +0.5%
OFS
934
Oldfather Financial Services
Nebraska
$291K -$20.2K -800 -6%
MCCP
935
Mission Creek Capital Partners
California
$286K -$38.7K -1,536 -12%
AMM
936
American Money Management
California
$282K -$79.7K -3,160 -22%
MC
937
McCarthy & Cox
Ohio
$279K – – –
PO
938
Private Ocean
California
$279K +$11.3K +448 +4%
EAM
939
Evanson Asset Management
California
$277K +$277K +10,972 New
RPSA
940
Richard P. Slaughter Associates
Texas
$276K -$8.17K -324 -3%
GA
941
GoalVest Advisory
New York
$275K – – –
AWC
942
Adamsbrown Wealth Consultants
Kansas
$275K -$49.9K -1,980 -15%
PI
943
PFG Investments
New York
$273K -$3.11M -123,392 -92%
UB
944
Umpqua Bank
Oregon
$271K – – –
FRA
945
Frank Rimerman Advisors
California
$269K – – –
AFG
946
Albion Financial Group
Utah
$268K -$4.94K -196 -2%
MP
947
McDonald Partners
Ohio
$267K – – –
PMSA
948
Patrick M. Sweeney & Associates
Illinois
$267K +$12.6K +520 +5%
PMG
949
Private Management Group
California
$267K – – –
MWM
950
Merriman Wealth Management
Washington
$266K – – –
36 37
38
39 40