SCHG icon

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.

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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.07B
2
Osaic Holdings
Osaic Holdings
Arizona
$433M
3
GAA
Global Assets Advisory
Florida
$429K
4
APP
Avantax Planning Partners
Iowa
$453M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1051
Wolff Wiese Magana
California
$115K +$112K +4,448 +4,277%
AIA
1052
Armor Investment Advisors
North Carolina
$110K – – –
CP
1053
Castleview Partners
Texas
$109K +$109K +4,332 New
LWM
1054
Liberty Wealth Management
California
$108K +$108K +252,288 New
PA
1055
PSI Advisors
Florida
$107K +$5.75K +228 +6%
TWP
1056
Triad Wealth Partners
Kansas
$101K +$101K +4,020 New
CCMW
1057
Cypress Capital Management (Wyoming)
Wyoming
$101K +$101K +3,984 +24,900%
MLA
1058
MB, Levis & Associates
Pennsylvania
$101K – – –
TCM
1059
Tradewinds Capital Management
Washington
$99.6K – – –
FF
1060
Friedenthal Financial
New Jersey
$91.9K -$12.9K -512 -12%
CPG
1061
Custom Portfolio Group
Colorado
$90.4K – – –
EA
1062
Evolution Advisers
Virginia
$88K -$22.8K -912 -21%
SIC
1063
Salem Investment Counselors
North Carolina
$86.4K +$18.9K +748 +28%
JFA
1064
JNBA Financial Advisors
Minnesota
$82.5K +$10.8K +428 +15%
LWANC
1065
Laurel Wealth Advisors (North Carolina)
North Carolina
$81.1K +$1.01K +40 +1%
CTB
1066
Country Trust Bank
Illinois
$80.5K – – –
AIP
1067
Ameritas Investment Partners
Nebraska
$78.9K – – –
GWSG
1068
GPS Wealth Strategies Group
Colorado
$78.7K +$13.8K +548 +21%
CMBA
1069
C.M. Bidwell & Associates
Hawaii
$77.5K +$22K +872 +40%
TFA
1070
Toth Financial Advisory
Virginia
$76K -$21.4K -848 -22%
WWP
1071
WR Wealth Planners
Missouri
$73.6K +$15.6K +620 +27%
JHCP
1072
Jackson Hole Capital Partners
Oklahoma
$72.6K – – –
BFPW
1073
BOK Financial Private Wealth
Colorado
$72.1K – – –
VAG
1074
VisionPoint Advisory Group
Texas
$71.7K +$63.8K +2,532 +812%
BCMLT
1075
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.8K – – –
41 42
43
44 45