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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 Holding Trade Value Shares
Change 		Shares
Change %
JFG
301
JMG Financial Group
Illinois
$6.8M +$276K +10,580 +4%
CFA
302
Cahill Financial Advisors
Minnesota
$6.67M +$253K +9,696 +4%
HBS
303
Howard Bailey Securities
Indiana
$6.65M +$6.65M +255,204 New
BEI
304
Benjamin Edwards Inc
Missouri
$6.64M +$6.64M +254,988 New
WF
305
Warner Financial
Maryland
$6.6M +$39.2K +1,504 +0.6%
LIWM
306
Long Island Wealth Management
New York
$6.55M +$1.56M +60,044 +31%
EWA
307
Exencial Wealth Advisors
Oklahoma
$6.55M +$229K +8,796 +4%
CA
308
Cambridge Advisors
Nebraska
$6.53M -$106K -4,068 -2%
IFWM
309
Institute for Wealth Management
Colorado
$6.52M +$5.21K +200 +0.1%
JWA
310
JFS Wealth Advisors
Pennsylvania
$6.29M -$48.3K -1,856 -0.8%
ACS
311
Archford Capital Strategies
Illinois
$6.27M +$4.77M +715,252 +317%
GG
312
Gleason Group
Kentucky
$6.26M +$13.2K +508 +0.2%
MMHP
313
Murphy Middleton Hinkle & Parker
Georgia
$6.14M +$105K +4,024 +2%
JPLA
314
Joseph P. Lucia & Associates
New York
$6.13M +$221K +8,496 +4%
FNBSF
315
First National Bank Sioux Falls
South Dakota
$6.08M +$660K +25,352 +12%
GWM
316
GSB Wealth Management
Connecticut
$6.05M -$45.5K -1,748 -0.7%
IAS
317
IMA Advisory Services
Colorado
$6.05M +$6.05M +232,152 New
AAS
318
Ameritas Advisory Services
Nebraska
$5.99M -$219K -8,424 -4%
BCM
319
Brookstone Capital Management
Illinois
$5.99M -$331K -12,700 -5%
DCM
320
Donaldson Capital Management
Indiana
$5.95M +$37.1K +1,424 +0.6%
PFA
321
Pinnacle Family Advisors
Missouri
$5.92M -$51.3K -1,968 -0.9%
Corient Private Wealth
322
Corient Private Wealth
Florida
$5.92M -$128K -4,916 -2%
RFA
323
RTD Financial Advisors
Pennsylvania
$5.9M -$849K -32,600 -13%
CE
324
Cornerstone Enterprises
Wisconsin
$5.85M +$392K +15,052 +7%
MAG
325
Mayfair Advisory Group
Alabama
$5.84M +$46K +1,768 +0.8%
11 12
13
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