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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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.07B 10,611,856 -750,681 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.01B 9,977,923 +1,274,595 +15%
SEI Investments
3
SEI Investments
Pennsylvania
$918M 9,104,181 +14,364 +0.2%
MG
4
Mather Group
Illinois
$842M 9,080,140 +95,632 +1%
APP
5
Avantax Planning Partners
Iowa
$453M 4,492,287 -301,852 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$433M 4,293,388 -633,090 -13%
Mariner
7
Mariner
Kansas
$401M 3,971,631 +150,003 +4%
LPL Financial
8
LPL Financial
California
$386M 3,827,942 +362,342 +10%
Ameriprise
9
Ameriprise
Minnesota
$350M 3,473,459 +335,756 +11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$334M 3,309,571 -291,292 -8%
FEG
11
Fund Evaluation Group
Ohio
$279M 2,770,542 -86,479 -3%
Morgan Stanley
12
Morgan Stanley
New York
$261M 2,587,580 +207,292 +9%
OIA
13
OneDigital Investment Advisors
Kansas
$221M 2,192,875 +976,788 +80%
ML
14
McAdam LLC
Pennsylvania
$185M 1,833,824 +76,779 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$180M 1,785,294 +89,186 +5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$175M 1,735,574 +30,097 +2%
Bank of America
17
Bank of America
North Carolina
$174M 1,727,191 +76,645 +5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$150M 1,486,597 +125,667 +9%
FPCG
19
Fort Pitt Capital Group
Pennsylvania
$146M 1,443,690 -22,193 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$145M 1,436,787 +116,047 +9%
MML Investors Services
21
MML Investors Services
Massachusetts
$142M 1,410,176 +130,444 +10%
TWM
22
Thrive Wealth Management
Pennsylvania
$128M 1,264,554 +24,110 +2%
MGIA
23
Moneta Group Investment Advisors
Missouri
$120M 1,190,991 +767 +0.1%
FFN
24
Focus Financial Network
Minnesota
$116M 1,140,331 +2,381 +0.2%
HighTower Advisors
25
HighTower Advisors
Illinois
$103M 1,025,741 +29,868 +3%
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