Schwab US Large-Cap Growth ETF
SCHG
1,187 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 112 funds opening new positions, 454 increasing their positions, 404 reducing their positions, and 45 closing their positions.
240% more call options, than puts
Call options by funds: $8.44M | Put options by funds: $2.48M
149% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 45
12% more repeat investments, than reductions
Existing positions increased: 454 | Existing positions reduced: 404
11% more capital invested
Capital invested by funds: $14.9B → $16.5B (+$1.59B)
6% more funds holding in top 10
Funds holding in top 10: 181 → 192 (+11)
4% more funds holding
Funds holding: 1,136 → 1,187 (+51)
7.34% less ownership
Funds ownership: 224.04% → 216.69% (-7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$120M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$92.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$34.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$31.7M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$70.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$59.7M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$28.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$27.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$27.3M |
SCHG Hedge Fund Activity: Q2 2024 in Review
1,187 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2024, worth a combined $16.5B — up 11% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new SCHG positions and 45 closed out — a net gain of 67 holders — while 454 added to existing stakes and 404 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $120M. The largest seller was Financial Engines Advisors, cutting an estimated $70.8M.
- 1,187 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2024, up from 1,136 in Q1 2024.
- Funds reported $16.5B of Schwab US Large-Cap Growth ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 112 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2024 and 45 closed out, a net change of +67 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $120M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q2 2024 was Financial Engines Advisors, an estimated $70.8M sold.
Based on aggregated 13F filings for Q2 2024.