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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SAM
276
Smithbridge Asset Management
Pennsylvania
$8.03M -$174K -6,668 -2%
ISWM
277
Independent Solutions Wealth Management
New York
$8.02M -$757K -29,052 -9%
MA
278
MBA Advisors
Pennsylvania
$7.96M -$23.1K -888 -0.3%
BAM
279
Berkshire Asset Management
Pennsylvania
$7.94M – – –
JWCA
280
J.W. Cole Advisors
Florida
$7.9M +$1.31M +50,436 +20%
MMA
281
Miracle Mile Advisors
California
$7.78M +$95.8K +3,680 +1%
EE
282
EWG Elevate
California
$7.71M +$1.3M +49,824 +20%
CIA
283
Cape Investment Advisory
Georgia
$7.64M -$60.6K -2,328 -0.8%
Fidelity Investments
284
Fidelity Investments
Massachusetts
$7.61M +$1.03M +39,636 +16%
JWBC
285
John W. Brooker & Co
California
$7.5M +$151K +5,792 +2%
CMP
286
Courage Miller Partners
Virginia
$7.49M -$451K -17,304 -6%
CAC
287
Certified Advisory Corp
Florida
$7.46M +$276K +10,608 +4%
CJH
288
Christopher J. Hasenberg
Wisconsin
$7.38M +$789K +30,160 +12%
MS
289
Madden Securities
Texas
$7.37M -$57K -2,188 -0.8%
RSWM
290
Robertson Stephens Wealth Management
California
$7.33M +$5.89M +226,052 +409%
FVWA
291
Foster Victor Wealth Advisors
South Carolina
$7.31M -$38.4K -1,460 -0.5%
IIC
292
Integrated Investment Consultants
Michigan
$7.21M -$175K -6,720 -2%
PAG
293
Powers Advisory Group
Illinois
$7.2M +$401K +15,412 +6%
OC
294
Oppenheimer & Co
New York
$7.13M +$1.75M +67,248 +33%
WWM
295
Western Wealth Management
Colorado
$7.1M +$7.1M +272,704 New
NDSI
296
Newman Dignan & Sheerar Inc
Rhode Island
$6.97M +$5.19M +779,612 +291%
GPFA
297
Game Plan Financial Advisors
Ohio
$6.94M -$61.3K -2,352 -0.9%
CPIG
298
Chicago Partners Investment Group
Illinois
$6.85M +$5.23M +795,912 +323%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$6.83M -$89.4K -3,432 -1%
CA
300
Clearstead Advisors
Ohio
$6.8M -$321K -12,316 -5%
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