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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 %
LA
976
LexAurum Advisors
Kansas
$244K -$504 -20 -0.2%
SEM
977
Strategic Equity Management
Arizona
$242K +$242K +9,588 New
PAM
978
Palisade Asset Management
Minnesota
$239K – – –
IFPL
979
Investments & Financial Planning LLC
Kentucky
$238K – – –
GWMR
980
GC Wealth Management RIA
Massachusetts
$238K +$238K +9,448 New
PB
981
Pinnacle Bancorp
Nebraska
$238K +$40.9K +1,624 +21%
MBFW
982
Morton Brown Family Wealth
Pennsylvania
$237K +$21.1K +836 +10%
RP
983
Rice Partnership
Hawaii
$230K – – –
BCIM
984
Bishop & Co Investment Management
Pennsylvania
$230K – – –
RDWM
985
Red Door Wealth Management
Tennessee
$230K – – –
CA
986
Continuum Advisory
Idaho
$229K -$10.4K -412 -4%
NFG
987
Nations Financial Group
Iowa
$228K – – –
CFB
988
Cullen/Frost Bankers
Texas
$227K – – –
MCP
989
Mirador Capital Partners
California
$226K -$6.25K -248 -3%
FPF
990
First Pacific Financial
Washington
$225K -$28.9K -1,148 -11%
IWS
991
Insight Wealth Strategies
California
$224K – – –
FTWA
992
Fifth Third Wealth Advisors
Ohio
$224K +$224K +8,880 New
HIC
993
Hartline Investment Corp
Illinois
$224K -$1.8M -71,480 -89%
LGG
994
Luts & Greenleigh Group
Maryland
$223K +$223K +8,856 New
MFWP
995
Mosaic Family Wealth Partners
Missouri
$223K – – –
WCFA
996
Walkner Condon Financial Advisors
Wisconsin
$223K -$17.6K -700 -7%
FWM
997
Fonville Wealth Management
Virginia
$222K -$3.63K -144 -2%
Belvedere Trading
998
Belvedere Trading
Illinois
$221K +$58.4K +2,316 +36%
OA
999
Operose Advisors
Wisconsin
$220K – – –
RA
1000
Rodgers & Associates
Pennsylvania
$219K -$59.3K -2,352 -21%
38 39
40
41 42