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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
+$56B
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$163M
3
LPL Financial
LPL Financial
California
+$136M
4
Morgan Stanley
Morgan Stanley
New York
+$73.6M
5
Lido Advisors
Lido Advisors
California
+$64.2M

Top Sellers

1
MGIA
Moneta Group Investment Advisors
Missouri
-$408M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$145M
3
IAIM
International Assets Investment Management
Florida
-$96.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$75.2M
5
SWM
SK Wealth Management
Rhode Island
-$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
276
Fairway Financial
Florida
$9.54M +$9.54M +342,455 New
SFMG
277
Sage Financial Management Group
Virginia
$9.54M -$360K -12,910 -4%
FWA
278
FSM Wealth Advisors
Ohio
$9.5M +$848K +30,364 +10%
HWMC
279
Heritage Wealth Management (California)
California
$9.48M -$403K -14,456 -4%
ACA
280
Affinity Capital Advisors
California
$9.23M -$65K -2,311 -0.7%
PA
281
PFG Advisors
Arizona
$9.13M -$112K -4,013 -1%
BAM
282
Berkshire Asset Management
Pennsylvania
$9.08M -$26K -900 -0.3%
MFG
283
Mainsail Financial Group
Washington
$9.08M +$256K +9,189 +3%
SCP
284
Shorepoint Capital Partners
Massachusetts
$9.07M -$244K -8,761 -3%
OC
285
Oppenheimer & Co
New York
$9.06M +$1.44M +51,491 +19%
CA
286
Claro Advisors
Massachusetts
$9.04M -$3.16M -113,294 -26%
Tudor Investment Corp
287
Tudor Investment Corp
Connecticut
$8.9M +$6.13M +220,090 +222%
SOS
288
Silver Oak Securities
Tennessee
$8.76M +$2.82M +100,143 +47%
TWP
289
Total Wealth Planning
Ohio
$8.73M +$3.71K +133 +0%
RMC
290
Ring Mountain Capital
California
$8.73M +$8.73M +313,169 New
IWM
291
IHT Wealth Management
Illinois
$8.71M -$9.04M -324,186 -51%
RFM
292
Royal Fund Management
Florida
$8.66M -$8.73M -313,026 -50%
MA
293
MBA Advisors
Pennsylvania
$8.65M +$133K +4,775 +2%
AAS
294
Asset Allocation Strategies
Michigan
$8.62M +$4.24M +148,639 +97%
EE
295
EWG Elevate
California
$8.52M +$270K +9,685 +3%
Jones Financial Companies
296
Jones Financial Companies
Missouri
$8.4M +$4.48M +160,921 +115%
CJH
297
Christopher J. Hasenberg
Wisconsin
$8.39M +$523K +18,768 +7%
AWM
298
AE Wealth Management
Kansas
$8.37M -$430K -15,422 -5%
CW
299
CreativeOne Wealth
Kansas
$8.35M +$5.16M +185,230 +162%
Bank of New York Mellon
300
Bank of New York Mellon
New York
$8.33M +$5.63M +201,918 +208%
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