Schwab US Large-Cap Growth ETF
SCHG
1,185 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 112 funds opening new positions, 455 increasing their positions, 402 reducing their positions, and 45 closing their positions.
240% more call options, than puts
Call options by funds: $8.44M | Put options by funds: $2.48M
149% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 45
13% more repeat investments, than reductions
Existing positions increased: 455 | Existing positions reduced: 402
11% more capital invested
Capital invested by funds: $14.9B → $16.5B (+$1.58B)
6% more funds holding in top 10
Funds holding in top 10: 181 → 192 (+11)
4% more funds holding
Funds holding: 1,134 → 1,185 (+51)
7.12% less ownership
Funds ownership: 224.55% → 217.43% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$120M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$92.2M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$53.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$34.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$31.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$70.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$59.7M |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$36.9M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$28.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$27.5M |
SCHG Hedge Fund Activity: Q2 2024 in Review
1,185 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2024, worth a combined $16.5B — up 11% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new SCHG positions and 45 closed out — a net gain of 67 holders — while 455 added to existing stakes and 402 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $120M. The largest seller was Financial Engines Advisors, cutting an estimated $70.8M.
- 1,185 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2024, up from 1,134 in Q1 2024.
- Funds reported $16.5B of Schwab US Large-Cap Growth ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 112 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2024 and 45 closed out, a net change of +67 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $120M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q2 2024 was Financial Engines Advisors, an estimated $70.8M sold.
Based on aggregated 13F filings for Q2 2024.