SCHG icon

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 %
FA
251
Fiduciary Alliance
South Carolina
$9.5M 91,142 +12,380 +16%
KWM
252
Kingsview Wealth Management
Oregon
$9.48M 90,955 +14,428 +19%
TFG
253
Team Financial Group
California
$9.46M 90,780 +3,865 +4%
CCM
254
Coldstream Capital Management
Washington
$9.43M 90,565 -2,165 -2%
CW
255
Code Waechter
Florida
$9.43M 90,529 +90,529 New
OWM
256
Opes Wealth Management
California
$9.34M 89,683 -767 -0.8%
SFMG
257
Sage Financial Management Group
Virginia
$9.26M 88,837 +88,837 New
ATWA
258
Arbor Trust Wealth Advisors
Michigan
$9.24M 91,583 – –
HWMC
259
Heritage Wealth Management (California)
California
$9.24M 88,661 -2,729 -3%
ASI
260
Advisory Services & Investments
Oregon
$9.2M 88,263 -8,432 -9%
DFA
261
DHJJ Financial Advisors
Illinois
$9.07M 87,017 +714 +0.8%
SF
262
Synovus Financial
Georgia
$8.85M 84,948 +39,271 +86%
EWA
263
EP Wealth Advisors
California
$8.77M 84,143 +4,967 +6%
FIA
264
Foundations Investment Advisors
Arizona
$8.74M 83,937 +38,105 +83%
ECA
265
Elevation Capital Advisory
Oregon
$8.71M 83,627 -5,826 -7%
SCP
266
Shorepoint Capital Partners
Massachusetts
$8.71M 83,578 -1,450 -2%
PA
267
PFG Advisors
Arizona
$8.64M 82,902 -138 -0.2%
ACA
268
Affinity Capital Advisors
California
$8.61M 82,667 -370 -0.4%
MFG
269
Mainsail Financial Group
Washington
$8.33M 79,111 -4,572 -5%
DAS
270
Dynamic Advisor Solutions
Arizona
$8.29M 79,605 -6,417 -7%
AWM
271
AE Wealth Management
Kansas
$8.22M 78,936 -7,457 -9%
TWP
272
Total Wealth Planning
Ohio
$8.16M 78,288 -1,794 -2%
PPC
273
Park Place Capital
Alabama
$8.12M 77,921 -2,768 -3%
WMWM
274
Whitaker-Myers Wealth Managers
Ohio
$8.11M 77,839 +9,911 +15%
FWA
275
FSM Wealth Advisors
Ohio
$8.07M 77,474 +6,381 +9%
9 10
11
12 13