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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,220 hedge funds and large institutions have $17.5B invested in Schwab US Large-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 502 increasing their positions, 428 reducing their positions, and 53 closing their positions.

Holders
1,220
Holders Change
+45
Holders Change %
+3.83%
% of All Funds
17.65%
Holding in Top 10
186
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.11%
% of All Funds
2.69%
New
111
Increased
502
Reduced
428
Closed
53
Calls
$14.2M
Puts
$9.4M
Net Calls
+$4.81M
Net Calls Change
-$1.15M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.14B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$127M
3
MG
3
Mather Group
Illinois
$1.02B
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$122M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$3.49M
2
APP
2
Avantax Planning Partners
Iowa
$407M
3
SFC
3
Strategic Financial Concepts
Texas
$630K
4
AIA
4
Angeles Investment Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$216M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
226
Prosperity Wealth Management
California
$11.6M 111,583 +7,114 +7%
CA
227
CoreCap Advisors
Michigan
$11.5M 110,581 +110,581 New
CA
228
Claro Advisors
Massachusetts
$11.4M 109,455 +1,909 +2%
EH
229
Equitable Holdings
New York
$11.4M 109,184 +3,724 +4%
BP
230
Broadleaf Partners
Ohio
$11.3M 108,936 -8,360 -7%
C
231
Certuity
Florida
$11.3M 108,399 +7,017 +7%
SA
232
Skyline Advisors
Washington
$11.2M 107,461 -1,338 -1%
AIP
233
Almanack Investment Partners
Pennsylvania
$10.9M 105,079 -6,223 -6%
FWP
234
FAS Wealth Partners
Kansas
$10.9M 104,705 -624 -0.6%
CCM
235
Ciovacco Capital Management
Georgia
$10.9M 104,553 +15,631 +18%
CAM
236
Cresset Asset Management
Illinois
$10.9M 104,369 +34,438 +49%
CPA
237
Clear Point Advisors
New York
$10.8M 103,623 -45 -0%
PWSG
238
Pacific Wealth Strategies Group
California
$10.7M 102,657 +5,052 +5%
MBI
239
May Barnhard Investments
Maryland
$10.7M 102,519 -7,612 -7%
NA
240
NewEdge Advisors
Louisiana
$10.6M 101,582 +12,525 +14%
RA
241
RFG Advisory
Alabama
$10.5M 101,092 +2,392 +2%
WIA
242
World Investment Advisors
California
$10.4M 99,609 -308,722 -76%
TWM
243
TriaGen Wealth Management
California
$10.3M 98,821 +4,341 +5%
TPCW
244
TD Private Client Wealth
New York
$10.2M 98,132 +13,200 +16%
MAM
245
McCarthy Asset Management
California
$10.1M 96,479 +410 +0.4%
IAN
246
Integrated Advisors Network
Texas
$10M 95,963 -2,836 -3%
NFW
247
Noble Family Wealth
Florida
$9.84M 94,479 -1,431 -1%
LFP
248
Leeward Financial Partners
Washington
$9.75M 93,601 +2,077 +2%
PF
249
Prosperitas Financial
California
$9.66M 92,752 +2,165 +2%
SAMC
250
Spectrum Asset Management (California)
California
$9.65M 92,660 -365 -0.4%
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