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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 %
GI
1001
Gradient Investments
Minnesota
$219K -$45.9K -1,820 -17%
SIA
1002
SkyView Investment Advisors
New Jersey
$217K +$217K +8,612 New
BTI
1003
Blue Trust Inc
Georgia
$216K +$5.1K +220 +2%
CF
1004
Copperwynd Financial
Arizona
$215K +$215K +8,596 New
CCM
1005
Carlson Capital Management
Minnesota
$214K +$214K +8,472 New
BFA
1006
Beacon Financial Advisory
Ohio
$213K +$213K +8,468 New
SWG
1007
Summit Wealth Group
Vermont
$213K +$213K +8,456 New
Wealthfront Advisers
1008
Wealthfront Advisers
California
$212K +$212K +8,428 New
WF
1009
Wayfinding Financial
Washington
$212K +$212K +8,408 New
FWM
1010
ForthRight Wealth Management
Georgia
$211K +$211K +8,372 New
T
1011
TNF
Montana
$211K +$211K +8,568 New
PGF
1012
Plan Group Financial
Oklahoma
$210K +$210K +8,340 New
WHCFA
1013
William Howard & Co Financial Advisors
Tennessee
$209K +$209K +8,304 New
WT
1014
Washington Trust
Rhode Island
$209K +$165K +6,528 +371%
IAG
1015
Investment Advisory Group
Massachusetts
$209K -$31K -1,228 -13%
FFA
1016
Fragasso Financial Advisors
Pennsylvania
$204K +$204K +8,100 New
EWP
1017
Elevation Wealth Partners
California
$204K – – –
SAS
1018
SMI Advisory Services
Indiana
$203K +$203K +7,748 New
CM
1019
Columbus Macro
Pennsylvania
$203K -$18.4K -728 -8%
ATPW
1020
Ashton Thomas Private Wealth
Arizona
$202K -$1.82M -72,340 -90%
OWP
1021
Obermeyer Wealth Partners
Colorado
$202K -$98.3K -3,900 -33%
AWM
1022
Arista Wealth Management
Nevada
$202K +$202K +8,008 New
WSFS
1023
Wilmington Savings Fund Society
Delaware
$202K +$202K +8,004 New
PIN
1024
Prudent Investors Network
California
$202K +$202K +8,000 New
AIFAIM
1025
American Institute for Advanced Investment Management
Arizona
$202K +$202K +8,000 New
39 40
41
42 43