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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
Envestnet Asset Management
Illinois
$1.14B
2
MGIA
Moneta Group Investment Advisors
Missouri
$127M
3
MG
Mather Group
Illinois
$1.02B
4
Financial Engines Advisors
Financial Engines Advisors
California
$1.09B
5
Charles Schwab
Charles Schwab
California
$122M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$3.49M
2
APP
Avantax Planning Partners
Iowa
$407M
3
SFC
Strategic Financial Concepts
Texas
$630K
4
AIA
Angeles Investment Advisors
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
326
Waypoint Capital Advisors
Minnesota
$5.78M +$186K +7,160 +3%
FTS
327
Fifth Third Securities
Ohio
$5.71M -$917K -35,204 -14%
BBWP
328
Beacon Bridge Wealth Partners
Pennsylvania
$5.69M -$918K -35,248 -14%
DBRC
329
D.B. Root & Company
Pennsylvania
$5.66M +$611K +23,444 +12%
MCA
330
MSH Capital Advisors
Arizona
$5.64M +$459K +17,636 +9%
CFD
331
Creative Financial Designs
Indiana
$5.64M -$856K -32,876 -13%
HCM
332
Hengehold Capital Management
Ohio
$5.55M -$22.8K -876 -0.4%
DWM
333
Dakota Wealth Management
Florida
$5.51M -$234K -8,972 -4%
SCM
334
Steele Capital Management
Iowa
$5.5M -$413K -15,868 -7%
FWS
335
FinDec Wealth Services
California
$5.47M +$77K +2,956 +1%
HA
336
HC Advisors
Georgia
$5.46M -$333K -12,792 -6%
SOS
337
Silver Oak Securities
Tennessee
$5.45M +$363K +14,080 +7%
William Blair & Company
338
William Blair & Company
Illinois
$5.39M +$280K +10,752 +5%
TDWM
339
Topel & Distasi Wealth Management
California
$5.24M – – –
RIA
340
Regal Investment Advisors
Michigan
$5.18M -$38K -1,460 -0.7%
VBWMG
341
Von Berge Wealth Management Group
California
$5.18M +$3.68M +541,568 +245%
BCWM
342
Bartlett & Co Wealth Management
Ohio
$5.17M +$6.04K +232 +0.1%
SF
343
Summit Financial
New Jersey
$5.17M +$145K +5,564 +3%
GWM
344
Geneos Wealth Management
Colorado
$5.14M +$3.87M +148,592 +306%
ECML
345
Eagle Capital Management (Louisiana)
Louisiana
$5.08M +$24.9K +956 +0.5%
KV
346
Kickstand Ventures
New York
$5M +$239K +9,168 +5%
WIA
347
Westbourne Investment Advisors
Maryland
$4.98M +$81.7K +3,136 +2%
SWM
348
Schwallier Wealth Management
Michigan
$4.95M +$166K +6,356 +3%
CAG
349
Csenge Advisory Group
Florida
$4.88M +$3.81M +576,636 +356%
SAF
350
Smith Anglin Financial
Texas
$4.8M -$79.8K -3,064 -2%
12 13
14
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