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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 %
HMS
1101
Hanseatic Management Services
New Mexico
$44.2K -$101 -4 -0.2%
ME
1102
McIlrath & Eck
Washington
$44.1K -$6.15K -244 -12%
WPA
1103
West Paces Advisors
Georgia
$43.1K – – –
AT
1104
Avalon Trust
New Mexico
$40.3K – – –
MRCM
1105
M&R Capital Management
New Jersey
$38.5K – – –
Bessemer Group
1106
Bessemer Group
New Jersey
$38K +$23.9K +960 +169%
SFC
1107
Strategic Financial Concepts
Texas
$36.2K +$35.7K +2,282,040 +7,977%
ACA
1108
Atlas Capital Advisors
Wyoming
$35.9K -$10.1K -400 -22%
TC
1109
Trust Company
Kansas
$35.9K +$35.9K +1,424 New
HPC
1110
HM Payson & Co
Maine
$35.6K -$101 -4 -0.3%
FCMT
1111
Founders Capital Management (Texas)
Texas
$35.3K – – –
RBC
1112
Roble Belko & Company
Pennsylvania
$34K – – –
T
1113
Tidemark
California
$33.7K – – –
IGWM
1114
ICA Group Wealth Management
Colorado
$33.2K -$389K -15,436 -92%
CTC
1115
Central Trust Company
Missouri
$32.7K – – –
SL
1116
Salomon & Ludwin
Virginia
$32.3K – – –
RDFA
1117
Ritter Daniher Financial Advisory
Ohio
$31.6K – – –
MIA
1118
MeadowBrook Investment Advisors
Michigan
$31.4K – – –
KHC
1119
Koesten Hirschmann & Crabtree
Kansas
$30.7K – – –
TFGT
1120
TS Financial Group (TSFG)
Illinois
$30K – – –
DJSG
1121
D.J. St. Germain
Massachusetts
$27.5K – – –
PFM
1122
Phillips Financial Management
Indiana
$25.6K – – –
CYG
1123
Clean Yield Group
Vermont
$25.4K – – –
W
1124
WealthCollab
Washington
$25.2K – – –
FFA
1125
Fairfield Financial Advisors
Massachusetts
$24.9K +$24.9K +988 New
43 44
45
46 47