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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 %
PCH
1026
PGIM Custom Harvest
New Jersey
$201K +$201K +7,992 New
GGI
1027
Godsey & Gibb Inc
Virginia
$198K +$30.8K +1,220 +18%
PAI
1028
Pittenger & Anderson Inc
Nebraska
$197K – – –
LIA
1029
Lynx Investment Advisory
District of Columbia
$188K +$188K +7,460 New
CNBTD
1030
Citizens National Bank Trust Department
Mississippi
$188K – – –
Fifth Third Bancorp
1031
Fifth Third Bancorp
Ohio
$187K +$15.1K +600 +9%
PCM
1032
Palouse Capital Management
Washington
$186K -$2.32K -92 -1%
HH
1033
HWG Holdings
Texas
$185K +$185K +7,348 New
FCAS
1034
First Command Advisory Services
Texas
$183K -$84K -3,332 -31%
JPWM
1035
Jamison Private Wealth Management
Georgia
$178K +$73.1K +2,900 +69%
AIM
1036
Anchor Investment Management
South Carolina
$167K +$807 +32 +0.5%
Franklin Resources
1037
Franklin Resources
California
$167K – – –
GT
1038
Glenmede Trust
Pennsylvania
$166K – – –
HGERS
1039
Householder Group Estate & Retirement Specialist
Arizona
$162K – – –
CAS
1040
Coppell Advisory Solutions
Texas
$155K +$155K +6,164 New
GWSA
1041
Global Wealth Strategies & Associates
Colorado
$146K – – –
CT
1042
Clearstead Trust
Maine
$145K – – –
PFA
1043
Pathway Financial Advisers
Indiana
$133K +$38.9K +1,548 +41%
AW
1044
Avion Wealth
Texas
$131K +$19K +756 +17%
JFGIW
1045
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K – – –
OP
1046
ORG Partners
Indiana
$127K +$127K +4,984 New
TAM
1047
Tucker Asset Management
Colorado
$123K – – –
TCM
1048
TD Capital Management
Tennessee
$123K – – –
GWANC
1049
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K -$115K -4,544 -50%
FHA
1050
First Horizon Advisors
Tennessee
$116K -$24.7K -980 -18%
40 41
42
43 44