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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 %
CP
101
Capital Planning
Washington
$29.2M +$53.3K +2,112 +0.2%
FCA
102
FLC Capital Advisors
California
$29M -$2.78M -110,104 -9%
CAG
103
Curtis Advisory Group
California
$28.9M +$29.5K +1,172 +0.1%
PWM
104
Perigon Wealth Management
California
$27.9M -$281K -11,128 -1%
RJA
105
Raymond James & Associates
Florida
$27.6M +$1.56M +61,940 +6%
AAP
106
Arax Advisory Partners
Colorado
$26.7M -$902K -35,772 -3%
MWM
107
Modera Wealth Management
New Jersey
$26.4M -$453K -17,964 -2%
AWS
108
Atria Wealth Solutions
New York
$26.1M +$2.29M +90,812 +10%
RCM
109
Richardson Capital Management
Wisconsin
$25.9M +$515K +20,412 +2%
VH
110
Visionary Horizons
Tennessee
$25.8M +$2.38M +94,276 +10%
AWM
111
Apollon Wealth Management
South Carolina
$25.5M -$2.98M -118,384 -10%
MOS
112
MGO One Seven
Ohio
$25.3M +$22.2M +879,848 +713%
BA
113
Ballast Advisors
Minnesota
$25.2M -$539K -21,376 -2%
GC
114
Garde Capital
Washington
$24.8M -$2.24M -88,856 -8%
AFG
115
Atomi Financial Group
New York
$24.7M +$10M +397,272 +68%
MWM
116
MinichMacGregor Wealth Management
New York
$24.2M -$113K -4,500 -0.5%
FSA
117
Financial Services Advisory
Maryland
$24M +$15.7M +622,012 +189%
VNA
118
Valley National Advisers
Pennsylvania
$23.9M +$1.54M +61,108 +7%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$23.9M -$281K -11,156 -1%
IP
120
Ignite Planners
California
$23.7M +$509K +19,520 +2%
ACA
121
Ackerman Capital Advisors
Texas
$23.7M +$6.29M +249,516 +36%
BDWCC
122
B&D White Capital Company
Texas
$23.7M -$6.77M -268,428 -22%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$23.5M -$156K -6,196 -0.7%
CFS
124
CRA Financial Services
New Jersey
$23.3M +$9.58K +380 +0%
DP
125
Denver PWM
Colorado
$23M -$3.46M -137,140 -13%
3 4
5
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