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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 %
IHWM
1176
Iron Horse Wealth Management
Iowa
$202 – – –
NC
1177
NewSquare Capital
Pennsylvania
$43 -$78 -4 Closed
TCWA
1178
Turtle Creek Wealth Advisors
Texas
$34 – – –
LNC
1179
Lincoln National Corp
Pennsylvania
– -$15.4M -665,496 Closed
CA
1180
CoreCap Advisors
Michigan
– -$12.9M -556,984 Closed
SFMG
1181
Sage Financial Management Group
Virginia
– -$8.38M -361,560 Closed
OWM
1182
OneAscent Wealth Management
Alabama
– -$5.86M -252,944 Closed
PBF
1183
Petix & Botte Financial
California
– -$4.7M -202,860 Closed
ITB
1184
Idaho Trust Bank
Idaho
– -$2.09M -90,368 Closed
KFGK
1185
Keystone Financial Group (Kentucky)
Kentucky
– -$1.79M -77,016 Closed
MHS
1186
M Holdings Securities
Oregon
– -$1.34M -57,956 Closed
NL
1187
NWAM LLC
Washington
– -$1.13M -48,924 Closed
BWM
1188
BCS Wealth Management
Tennessee
– -$1.11M -47,684 Closed
CBFP
1189
Cedar Brook Financial Partners
Ohio
– -$749K -32,316 Closed
SWP
1190
Semus Wealth Partners
Florida
– -$736K -31,772 Closed
HF
1191
HRT Financial
New York
– -$606K -26,180 Closed
T. Rowe Price Associates
1192
T. Rowe Price Associates
Maryland
– -$587K -25,284 Closed
DFG
1193
Delta Financial Group
New Jersey
– -$562K -24,260 Closed
BWA
1194
Beam Wealth Advisors
Louisiana
– -$542K -23,364 Closed
APCM
1195
Alaska Permanent Capital Management
Alaska
– -$501K -21,596 Closed
WAM
1196
WealthTrust Asset Management
Florida
– -$470K -20,276 Closed
CSIA
1197
Charles Schwab Investment Advisory
California
– -$358K -15,460 Closed
PWM
1198
Penobscot Wealth Management
Maine
– -$351K -15,144 Closed
VV
1199
Verity & Verity
South Carolina
– -$332K -14,304 Closed
CC
1200
Courier Capital
New York
– -$327K -14,100 Closed
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