SCHG icon

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 %
CAC
301
Certified Advisory Corp
Florida
$8.24M +$254K +9,117 +3%
WF
302
Warner Financial
Maryland
$8.21M +$1.15M +41,281 +16%
Fidelity Investments
303
Fidelity Investments
Massachusetts
$8.14M -$2.23K -80 -0%
AF
304
Allworth Financial
California
$8.12M +$4.94M +171,147 +156%
JWBC
305
John W. Brooker & Co
California
$8M -$26.4K -947 -0.3%
CMP
306
Courage Miller Partners
Virginia
$7.95M -$71.6K -2,568 -0.9%
ISWM
307
Independent Solutions Wealth Management
New York
$7.94M -$643K -23,065 -7%
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$7.93M +$622K +22,315 +9%
CPIG
309
Chicago Partners Investment Group
Illinois
$7.89M -$21.5M -762,511 -73%
ASN
310
Advisory Services Network
Georgia
$7.83M +$4.64M +166,347 +145%
PAG
311
Powers Advisory Group
Illinois
$7.7M +$139 +5 +0%
CIA
312
Cape Investment Advisory
Georgia
$7.7M -$485K -17,402 -6%
IIC
313
Integrated Investment Consultants
Michigan
$7.66M -$62.9K -2,256 -0.8%
MS
314
Madden Securities
Texas
$7.62M -$259K -9,288 -3%
DFP
315
Defined Financial Planning
California
$7.62M +$7.62M +273,498 New
JFG
316
JMG Financial Group
Illinois
$7.59M +$316K +11,335 +4%
CA
317
CoreCap Advisors
Michigan
$7.57M -$4.76M -170,658 -39%
MMHP
318
Murphy Middleton Hinkle & Parker
Georgia
$7.57M +$1M +35,924 +15%
CAM
319
Cresset Asset Management
Illinois
$7.47M -$4.17M -149,467 -36%
HBS
320
Howard Bailey Securities
Indiana
$7.3M +$191K +6,850 +3%
NDSI
321
Newman Dignan & Sheerar Inc
Rhode Island
$7.26M -$21.9M -787,286 -75%
WMWM
322
Wilkins Miller Wealth Management
Alabama
$7.25M +$7.25M +260,163 New
CFA
323
Cahill Financial Advisors
Minnesota
$7.19M +$48.6K +1,743 +0.7%
CA
324
Cambridge Advisors
Nebraska
$7.04M +$53.5K +1,918 +0.8%
BEI
325
Benjamin Edwards Inc
Missouri
$7.02M -$89.6K -3,213 -1%
11 12
13
14 15