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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 %
WCM
126
Weaver Capital Management
Georgia
$22.8M -$317K -12,568 -1%
IA
127
IFP Advisors
Florida
$22.7M +$295K +11,688 +1%
RWM
128
RKL Wealth Management
Pennsylvania
$22.7M +$492K +19,516 +2%
RWA
129
Redhawk Wealth Advisors
Minnesota
$22.5M -$8.66M -343,700 -28%
FA
130
Fountainhead AM
New Jersey
$22.2M -$1.37M -54,264 -6%
HG
131
Harbor Group
New Hampshire
$22.1M -$555K -22,028 -2%
ACM
132
Alpha Capital Management
Texas
$20.3M +$1.49M +59,264 +8%
US Bancorp
133
US Bancorp
Minnesota
$20.2M -$1.42M -56,520 -7%
TF
134
Threadgill Financial
Texas
$20M +$1.21M +48,164 +6%
SC
135
Savant Capital
Illinois
$19.9M -$337K -13,376 -2%
AWS
136
Aspen Wealth Strategies
Colorado
$19.2M -$1.36M -53,588 -7%
PSIWM
137
Paradigm Strategies in Wealth Management
Minnesota
$19.1M -$738K -29,280 -4%
SFA
138
Souders Financial Advisors
Ohio
$18.9M +$726K +28,812 +4%
EFG
139
Ethos Financial Group
Pennsylvania
$18.8M +$1.45M +57,332 +8%
FAM
140
Family Asset Management
South Carolina
$18.6M -$409K -16,236 -2%
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$18.6M +$107K +4,244 +0.6%
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$18.5M +$15.9M +632,188 +618%
WA
143
WBH Advisory
Maryland
$18.5M -$1.68M -66,752 -8%
AIA
144
Ally Invest Advisors
North Carolina
$18.4M +$1.51M +59,844 +9%
CFGS
145
Concourse Financial Group Securities
Alabama
$18.3M -$940K -37,232 -5%
SFA
146
Seneca Financial Advisors
New York
$18.3M +$513K +20,336 +3%
SS
147
Sunbelt Securities
Texas
$18.3M +$711K +28,184 +4%
BDF
148
Black Diamond Financial
Maryland
$17.9M +$2.78M +110,196 +18%
SW
149
SkyOak Wealth
Michigan
$17.9M +$319K +12,636 +2%
PMG
150
ProVise Management Group
Florida
$17.8M -$6.02M -238,720 -25%
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