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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.

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 %
BFP
1076
Briaud Financial Planning
Texas
$68K – – –
FFL
1077
Financial Freedom LLC
Ohio
$67.9K – – –
BSB
1078
Bangor Savings Bank
Maine
$66.6K – – –
FNWA
1079
Financial Network Wealth Advisors
Utah
$62.6K +$62.6K +2,616 New
HCP
1080
Hexagon Capital Partners
Arkansas
$60.8K +$60.8K +2,412 New
BCM
1081
Blume Capital Management
California
$60.5K – – –
ACM
1082
Anfield Capital Management
California
$59.6K +$59.6K +2,364 New
HFS
1083
Horizon Financial Services
North Carolina
$58.8K – – –
KA
1084
Kozak & Associates
Colorado
$58.5K – – –
EWM
1085
EPG Wealth Management
Georgia
$57.1K -$52.5K -2,264 Closed
CHC
1086
City Holding Co
West Virginia
$54.7K – – –
QC
1087
Quent Capital
New York
$52.6K – – –
HWM
1088
HighMark Wealth Management
Minnesota
$51.4K – – –
BF
1089
BOK Financial
Oklahoma
$50.7K +$4.54K +180 +10%
WTC
1090
WhitTier Trust Company
Nevada
$48.4K – – –
BHWM
1091
Beaird Harris Wealth Management
Texas
$48.2K +$48.2K +1,912 New
NS
1092
NBC Securities
Alabama
$48K – – –
CJ
1093
Caitlin John
Michigan
$47.4K – – –
DPW
1094
DiNuzzo Private Wealth
Pennsylvania
$46.7K – – –
MWM
1095
Mascoma Wealth Management
New Hampshire
$46.4K – – –
CCMI
1096
Creative Capital Management Investments
California
$46K – – –
MA
1097
MCF Advisors
Kentucky
$45.7K – – –
VF
1098
VitalStone Financial
Texas
$45.6K +$45.6K +1,808 New
MFT
1099
Moisand Fitzgerald Tamayo
Florida
$45.3K +$12.4K +492 +38%
EDRH
1100
Edmond de Rothschild Holding
Switzerland
$45.2K +$24.6K +976 +120%
42 43
44
45 46