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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,175 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, 398 reducing their positions, and 45 closing their positions.

Holders
1,175
Holders Change
+48
Holders Change %
+4.26%
% of All Funds
17.09%
Holding in Top 10
190
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.15%
% of All Funds
2.76%
New
110
Increased
452
Reduced
398
Closed
45
Calls
$8.44M
Puts
$2.48M
Net Calls
+$5.96M
Net Calls Change
-$5.33M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.01B
2
OIA
2
OneDigital Investment Advisors
Kansas
$221M
3
LPL Financial
3
LPL Financial
California
$386M
4
Ameriprise
4
Ameriprise
Minnesota
$350M
5
AAS
5
Avantax Advisory Services
Texas
$77.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$433M
3
GAA
3
Global Assets Advisory
Florida
$429K
4
APP
4
Avantax Planning Partners
Iowa
$453M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
Stratos Wealth Advisors
Ohio
$40.2M +$1.31M +52,160 +3%
AWM
77
Angeles Wealth Management
California
$39.8M +$15M +595,768 +61%
Stifel Financial
78
Stifel Financial
Missouri
$39.7M -$23.4M -928,368 -37%
RFA
79
Rollins Financial Advisors
New York
$39.4M +$969K +38,456 +3%
SDWMA
80
Schneider Downs Wealth Management Advisors
Pennsylvania
$37.9M -$1.27M -50,288 -3%
PAS
81
Park Avenue Securities
New York
$37.2M +$6.23M +246,988 +20%
XF
82
XML Financial
Maryland
$36.9M -$3.2M -126,916 -8%
GIA
83
GHP Investment Advisors
Colorado
$36.7M +$105K +4,152 +0.3%
VWA
84
Visionary Wealth Advisors
Illinois
$34.5M -$1.8M -71,328 -5%
UW
85
Unique Wealth
Florida
$33.7M -$250K -9,936 -0.7%
RDIA
86
RE Dickinson Investment Advisors
Iowa
$33.5M +$5.6M +222,056 +20%
SAM
87
Summit Asset Management
Tennessee
$33.2M +$503K +19,948 +2%
SB
88
Strategic Blueprint
Georgia
$32.9M +$589K +23,344 +2%
Prudential Financial
89
Prudential Financial
New Jersey
$32.7M +$3.81M +151,172 +13%
TWM
90
Triton Wealth Management
Arizona
$31.7M +$322K +12,612 +1%
MAG
91
Mokosak Advisory Group
Iowa
$31.7M -$348K -13,784 -1%
CST
92
Charles Schwab Trust
Nevada
$31.5M -$1.48M -58,592 -4%
FSWA
93
Financial Synergies Wealth Advisors
Texas
$31.3M -$1.38M -54,892 -4%
GB
94
Goepper Burkhardt
South Carolina
$31.2M +$91.5K +3,628 +0.3%
I
95
INVST
Indiana
$31M -$5.18M -203,952 -14%
MFGP
96
Marshall Financial Group (Pennsylvania)
Pennsylvania
$31M +$118K +4,700 +0.4%
PWM
97
Provident Wealth Management
Tennessee
$31M +$731K +29,012 +2%
MIA
98
Milestone Investment Advisors
Wisconsin
$30.5M +$212K +8,404 +0.7%
BFG
99
Bleakley Financial Group
New Jersey
$29.6M -$65.1K -2,584 -0.2%
SW
100
Simplicity Wealth
New Jersey
$29.5M -$65.5K -2,600 -0.2%
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4
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