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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 %
EFP
1151
EnRich Financial Partners
Wisconsin
$8.87K – – –
SFA
1152
Semmax Financial Advisors
North Carolina
$7.79K +$7.79K +316 New
GWP
1153
Gen-Wealth Partners
Michigan
$7.36K +$1.01K +40 +16%
FFA
1154
Frazier Financial Advisors
Ohio
$7.3K – – –
CAM
1155
Costello Asset Management
Pennsylvania
$6.45K – – –
NFSG
1156
Newbridge Financial Services Group
Florida
$6.45K – – –
CMA
1157
Cedar Mountain Advisors
Oregon
$6.25K – – –
CAM
1158
Creekmur Asset Management
Illinois
$6.09K – – –
CP
1159
Camelot Portfolios
Ohio
$5.65K +$5.65K +224 New
HR
1160
Howe & Rusling
New York
$4.73K – – –
MSFP
1161
Mark Sheptoff Financial Planning
Connecticut
$4.44K – – –
AA
1162
Addison Advisors
Vermont
$4.03K – – –
MWA
1163
MFA Wealth Advisors
Pennsylvania
$3.66K +$3.66K +144 New
EBA
1164
Eagle Bay Advisors
New York
$3.53K +$3.53K +140 New
QCG
1165
Quadrant Capital Group
Ohio
$3.05K – – –
BIM
1166
Breakwater Investment Management
Washington
$2.62K – – –
SIC
1167
SJS Investment Consulting
Ohio
$2.03K +$2.03K +80 New
TRCT
1168
Tower Research Capital (TRC)
New York
$2.02K -$3.53K -140 -64%
GI
1169
GAMMA Investing
California
$1.71K – – –
CWP
1170
Concord Wealth Partners
Virginia
$1.41K – – –
WT
1171
Whittier Trust
California
$1.31K +$1.31K +52 New
KIG
1172
Kessler Investment Group
Indiana
$1.21K – – –
NECFA
1173
New England Capital Financial Advisors
Connecticut
$707 – – –
FGAM
1174
Financial Gravity Asset Management
Texas
$504 +$504 +20 New
FHC
1175
First Heartland Consultants
Missouri
$205 +$205 +8,120 New
45 46
47
48 49