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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,364 hedge funds and large institutions have $75.9B invested in Schwab US Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 521 increasing their positions, 473 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+144
Holders Change %
+11.8%
% of All Funds
18.16%
Holding in Top 10
218
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+17.2%
% of All Funds
2.9%
New
219
Increased
521
Reduced
473
Closed
46
Calls
$8.16M
Puts
$4.22M
Net Calls
+$3.94M
Net Calls Change
-$868K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$56.1B
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$163M
3
LPL Financial
LPL Financial
California
$615M
4
Morgan Stanley
Morgan Stanley
New York
$305M
5
Lido Advisors
Lido Advisors
California
$68.9M

Top Sellers

1
MGIA
Moneta Group Investment Advisors
Missouri
$134M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.11B
3
IAIM
International Assets Investment Management
Florida
$542K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.6M
5
SWM
SK Wealth Management
Rhode Island
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
226
Donaldson Capital Management
Indiana
$12.9M +$6.58M +235,934 +103%
AWM
227
Apex Wealth Management
New Hampshire
$12.9M +$12.9M +464,092 New
GGI
228
GPM Growth Investors
Michigan
$12.9M +$81K +2,905 +0.6%
TPCW
229
TD Private Client Wealth
New York
$12.9M +$1.92M +69,001 +18%
MIFH
230
Migdal Insurance & Financial Holdings
Israel
$12.8M +$36.8K +1,321 +0.3%
DC
231
Dahring Cusmano
Michigan
$12.8M +$12.8M +459,940 New
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$12.8M -$4.91M -176,160 -28%
QAM
233
Q3 Asset Management
Michigan
$12.7M -$3.06M -109,961 -19%
BP
234
Broadleaf Partners
Ohio
$12.6M +$406K +14,575 +3%
AI
235
Atria Investments
North Carolina
$12.5M -$1.18M -42,219 -9%
PSCM
236
Per Stirling Capital Management
Texas
$12.4M -$435K -15,608 -3%
GA
237
Guerra Advisors
Florida
$12M +$12M +432,053 New
AFA
238
AllGen Financial Advisors
Florida
$12M -$1M -36,013 -8%
RA
239
RFG Advisory
Alabama
$12M +$748K +26,823 +7%
CL
240
Choreo LLC
Illinois
$12M +$7.28M +259,479 +156%
NFG
241
Northeast Financial Group
Pennsylvania
$11.9M -$1.91M -68,454 -14%
FA
242
Fiduciary Alliance
South Carolina
$11.9M +$1.69M +60,632 +17%
KWM
243
Kingsview Wealth Management
Oregon
$11.8M +$1.61M +57,821 +16%
CPA
244
Clear Point Advisors
New York
$11.6M +$1.31K +47 +0%
FWP
245
FAS Wealth Partners
Kansas
$11.5M -$185K -6,627 -2%
ACS
246
Archford Capital Strategies
Illinois
$11.5M -$14.8M -529,704 -56%
AIP
247
Almanack Investment Partners
Pennsylvania
$11.4M -$309K -11,073 -3%
EWA
248
EP Wealth Advisors
California
$11.4M +$2M +71,872 +21%
MBI
249
May Barnhard Investments
Maryland
$11.4M -$63K -2,260 -0.6%
AOG
250
Alpha Omega Group
Virginia
$11.4M +$11M +395,205 +3,243%
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