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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 %
PA
1126
Pineridge Advisors
Missouri
$23.4K -$15.5K -616 -40%
VWM
1127
Valley Wealth Managers
New Jersey
$22.8K – – –
SSB
1128
Sandy Spring Bank
Maryland
$22.2K – – –
OIA
1129
Optimum Investment Advisors
Illinois
$22K – – –
AWM
1130
AllSquare Wealth Management
New York
$21.4K – – –
RCM
1131
Raleigh Capital Management
North Carolina
$21.3K – – –
CFS
1132
CGC Financial Services
Oregon
$20.2K – – –
AEPWM
1133
Atlantic Edge Private Wealth Management
Florida
$19.7K – – –
KFS
1134
Kelly Financial Services
Massachusetts
$19.4K -$2.02K -80 -9%
DCM
1135
Davis Capital Management
Florida
$18.8K +$18.8K +740 New
National Bank of Canada
1136
National Bank of Canada
Quebec, Canada
$18.1K – – –
AIC
1137
Archer Investment Corporation
Indiana
$18K – – –
CB
1138
CNB Bank
Pennsylvania
$16.6K – – –
AFS
1139
Annapolis Financial Services
Maryland
$15.8K +$15.8K +624 New
AWM
1140
Aberdeen Wealth Management
Illinois
$15.1K – – –
EWA
1141
EverSource Wealth Advisors
Alabama
$14.3K – – –
HWA
1142
Heritage Wealth Advisors
Virginia
$13.1K – – –
JFG
1143
JDM Financial Group
Texas
$12.9K -$11.1K -440 -46%
TIM
1144
Thompson Investment Management
Wisconsin
$12.7K -$39.4K -1,564 -76%
HIA
1145
Harbor Investment Advisory
Maryland
$12.5K – – –
KFI
1146
Key Financial Inc
Pennsylvania
$12.5K +$2.42K +96 +24%
HI
1147
Horizon Investments
North Carolina
$11.9K -$605 -24 -5%
LI
1148
LRI Investments
Florida
$11.3K – – –
WWM
1149
Wagner Wealth Management
South Carolina
$10.2K +$504 +20 +5%
PP
1150
PrairieView Partners
Minnesota
$10K – – –
44 45
46
47 48