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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 %
PRS
951
Pinkerton Retirement Specialists
Idaho
$266K +$101 +4 +0%
CPA
952
Capital Performance Advisors
California
$266K +$266K +10,552 New
TCM
953
Traynor Capital Management
Pennsylvania
$266K -$21.5K -852 -7%
ET
954
Equitable Trust
Tennessee
$265K – – –
EWM
955
Evermay Wealth Management
Virginia
$265K – – –
AB
956
Atlas Brown
Kentucky
$264K – – –
GC
957
Grimes & Company
Massachusetts
$260K -$5.04K -200 -2%
CCM
958
Chilton Capital Management
Texas
$258K +$258K +10,252 New
SAM
959
Smartleaf Asset Management
Massachusetts
$258K -$610 -24 -0.2%
BA
960
Brightwater Advisory
Florida
$257K -$2.52K -100 -1%
ES
961
ETF Store
Kansas
$256K -$65.3K -2,588 -20%
RA
962
Riverstone Advisors
Texas
$256K – – –
VCP
963
Vista Capital Partners
Oregon
$254K -$4.44K -176 -2%
ACA
964
Ascension Capital Advisors
Texas
$254K +$1.71K +68 +0.7%
BWM
965
Brickley Wealth Management
California
$253K +$504 +20 +0.2%
CNBT
966
Canandaigua National Bank & Trust
New York
$250K – – –
TCOTS
967
Trust Company of the South
North Carolina
$250K – – –
HIM
968
Hanlon Investment Management
New Jersey
$250K – – –
PCA
969
Prosperity Capital Advisors
Ohio
$249K -$241K -9,564 -49%
PAM
970
Pegasus Asset Management
New York
$249K – – –
CCM
971
Check Capital Management
California
$247K – – –
WS
972
Wedbush Securities
California
$247K -$3.53K -140 -1%
SC
973
Stolper & Co
Oklahoma
$246K -$6.85K -272 -3%
KCPG
974
Kavar Capital Partners Group
Kansas
$245K – – –
CFS
975
Cannon Financial Strategists
Georgia
$244K – – –
37 38
39
40 41