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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 %
PS
151
Principal Securities
Iowa
$17.6M +$4.3M +170,704 +32%
FFWA
152
FRG Family Wealth Advisors
Washington
$17.5M +$626K +26,748 +4%
JJBC
153
James J. Burns & Company
New York
$17.4M +$4.55M +180,332 +35%
SPC
154
Sigma Planning Corp
Michigan
$17.1M +$7.14M +283,352 +72%
WA
155
Waverly Advisors
Alabama
$17M +$4.52M +179,156 +36%
GSIS
156
Global Strategic Investment Solutions
Arizona
$16.8M -$1.5M -59,648 -8%
LA
157
LVW Advisors
New York
$16.7M +$1.07M +42,472 +7%
AFG
158
Allegheny Financial Group
Pennsylvania
$16.7M +$759K +30,120 +5%
WA
159
Win Advisors
Florida
$16.5M +$4.7M +186,292 +40%
AFP
160
Ausdal Financial Partners
Iowa
$16.4M +$1.19M +47,380 +8%
FPIS
161
Financial Planning & Information Services
Wisconsin
$16.4M +$722K +28,628 +5%
LTL
162
Lowery Thomas LLC
California
$16.4M +$688K +27,276 +4%
QAM
163
Q3 Asset Management
Michigan
$16.3M +$15.1M +610,708 +1,264%
KNFPWM
164
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$16M +$1.59M +63,244 +11%
WAM
165
Weinberger Asset Management
California
$15.9M -$56.9K -2,256 -0.4%
WP
166
WealthShield Partners
North Carolina
$15.9M -$163K -6,452 -1%
UWM
167
USAdvisors Wealth Management
Minnesota
$15.7M +$7.15M +327,060 +83%
JIC
168
Johnson Investment Counsel
Ohio
$15.7M +$3.27M +129,820 +26%
PVAMC
169
PPS&V Asset Management Consultants
Michigan
$15.5M -$277K -11,000 -2%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$15.4M -$51.6K -2,048 -0.3%
MA
171
Mutual Advisors
Nebraska
$15.3M +$909K +36,924 +6%
PP
172
Pegasus Partners
Wisconsin
$15.1M -$250K -9,928 -2%
AF
173
Apexium Financial
Texas
$15M +$640K +25,368 +4%
PAG
174
Private Advisor Group
New Jersey
$14.8M +$4.15M +164,572 +39%
RW
175
Regimen Wealth
Georgia
$14.5M +$31.9K +1,264 +0.2%
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