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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 %
BBA
201
BLB&B Advisors
Pennsylvania
$12.2M -$1.55M -61,652 -11%
RWP
202
Revolve Wealth Partners
New Jersey
$12M -$3.43K -136 -0%
SCM
203
Spreng Capital Management
Ohio
$11.9M +$1.12M +44,472 +10%
GGI
204
GPM Growth Investors
Michigan
$11.9M +$11.9M +473,600 New
EFG
205
Everhart Financial Group
Ohio
$11.9M -$143K -5,688 -1%
SF
206
Schaeffer Financial
Maryland
$11.8M -$1.64M -64,892 -12%
BP
207
Broadleaf Partners
Ohio
$11.8M -$575K -22,816 -5%
VCA
208
Verdence Capital Advisors
Maryland
$11.7M +$56.1K +2,224 +0.5%
AOG
209
Alpha Omega Group
Virginia
$11.7M +$4.57M +181,408 +64%
PSCM
210
Per Stirling Capital Management
Texas
$11.6M -$458K -18,176 -4%
CKAIS
211
Christensen King & Associates Investment Services
Washington
$11.5M +$108K +4,276 +0.9%
MIFH
212
Migdal Insurance & Financial Holdings
Israel
$11.5M -$12.8K -508 -0.1%
FPAS
213
Focus Partners Advisor Solutions
Missouri
$11.4M +$50.2K +1,992 +0.4%
AI
214
Atria Investments
North Carolina
$11.3M -$274K -10,876 -2%
DI
215
DAGCO Inc
Ohio
$11.3M +$225K +8,944 +2%
AIP
216
Almanack Investment Partners
Pennsylvania
$11.2M +$44.3K +1,756 +0.4%
SWP
217
Stratos Wealth Partners
Ohio
$11.2M -$1.28M -50,964 -10%
NFG
218
Northeast Financial Group
Pennsylvania
$11.2M -$1.59M -63,012 -12%
SF
219
Safeguard Financial
Wisconsin
$11.2M +$949K +37,632 +9%
MBI
220
May Barnhard Investments
Maryland
$11.1M -$1.01M -40,028 -8%
IWC
221
Integrated Wealth Concepts
Massachusetts
$11M -$10M -397,308 -48%
SA
222
Skyline Advisors
Washington
$11M -$47.9K -1,900 -0.4%
CA
223
Claro Advisors
Massachusetts
$10.8M -$1.77M -70,020 -14%
Two Sigma Investments
224
Two Sigma Investments
New York
$10.7M -$2.86M -113,600 -21%
EH
225
Equitable Holdings
New York
$10.6M +$769K +30,508 +8%
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