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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.

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
1
Envestnet Asset Management
Illinois
$1.01B
2
OIA
2
OneDigital Investment Advisors
Kansas
$221M
3
LPL Financial
3
LPL Financial
California
$386M
4
Ameriprise
4
Ameriprise
Minnesota
$350M
5
AAS
5
Avantax Advisory Services
Texas
$77.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$433M
3
GAA
3
Global Assets Advisory
Florida
$429K
4
APP
4
Avantax Planning Partners
Iowa
$453M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
1201
Advocate Group
Minnesota
– -$268K -11,552 Closed
CCG
1202
Coastwise Capital Group
California
– -$253K -10,928 Closed
WFM
1203
Wolff Financial Management
Michigan
– -$243K -10,472 Closed
GAM
1204
Grandview Asset Management
Pennsylvania
– -$234K -10,088 Closed
CAM
1205
Crestone Asset Management
Colorado
– -$216K -9,320 Closed
SF
1206
Symphony Financial
Texas
– -$215K -9,292 Closed
SEP
1207
Southland Equity Partners
Missouri
– -$215K -9,268 Closed
MAM
1208
MMA Asset Management
Pennsylvania
– -$213K -9,192 Closed
OWMIAS
1209
One Wealth Management Investment & Advisory Services
Florida
– -$205K -8,848 Closed
DIM
1210
Delta Investment Management
California
– -$203K -8,740 Closed
Citadel Advisors
1211
Citadel Advisors
Florida
– -$201K -8,688 Closed
HFS
1212
HBC Financial Services
Washington
– -$159K -7,208 Closed
AFWM
1213
Abich Financial Wealth Management
Virginia
– -$72K -3,108 Closed
MJRIC
1214
Mogy Joel R Investment Counsel
California
– -$46.4K -2,000 Closed
Simplex Trading
1215
Simplex Trading
Illinois
– -$43K -1,876 Closed
MIM
1216
MTM Investment Management
South Carolina
– -$31.8K -1,372 Closed
YDMI
1217
Y.D. More Investments
Israel
– -$15K -652 Closed
TCM
1218
TruNorth Capital Management
Michigan
– -$2.87K -124 Closed
HFS
1219
Hantz Financial Services
Michigan
– -$2K -100 Closed
FA
1220
Financial Avengers
California
– -$1.86K -80 Closed
CTA
1221
Colonial Trust Advisors
South Carolina
– -$278 -12 Closed
HNB
1222
Huntington National Bank
Ohio
– -$54.1K – –
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