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 %
ACA
326
Aptus Capital Advisors
Alabama
$6.97M +$3.38M +121,118 +94%
FVWA
327
Foster Victor Wealth Advisors
South Carolina
$6.9M -$955K -33,751 -12%
PPC
328
Park Place Capital
Alabama
$6.86M -$1.83M -65,536 -21%
IAS
329
IMA Advisory Services
Colorado
$6.86M +$385K +13,822 +6%
IFWM
330
Institute for Wealth Management
Colorado
$6.79M -$194K -6,948 -3%
GWM
331
GSB Wealth Management
Connecticut
$6.79M +$313K +11,243 +5%
SF
332
Summit Financial
New Jersey
$6.75M +$1.22M +43,664 +22%
FNBSF
333
First National Bank Sioux Falls
South Dakota
$6.7M +$191K +6,842 +3%
GG
334
Gleason Group
Kentucky
$6.7M -$1.2K -43 -0%
TC
335
TownSquare Capital
Utah
$6.6M +$1.74M +62,470 +36%
BCM
336
Brookstone Capital Management
Illinois
$6.58M +$171K +6,123 +3%
JPLA
337
Joseph P. Lucia & Associates
New York
$6.58M +$18.4K +660 +0.3%
GM
338
GeoWealth Management
Illinois
$6.57M -$9.46M -339,395 -59%
MAG
339
Mayfair Advisory Group
Alabama
$6.5M +$240K +8,614 +4%
DBRC
340
D.B. Root & Company
Pennsylvania
$6.45M +$401K +14,398 +7%
MCA
341
MSH Capital Advisors
Arizona
$6.42M +$384K +13,772 +6%
BBWP
342
Beacon Bridge Wealth Partners
Pennsylvania
$6.34M +$260K +9,326 +4%
PFA
343
Pinnacle Family Advisors
Missouri
$6.33M -$5.41K -194 -0.1%
FFS
344
Founders Financial Securities
Maryland
$6.3M +$1.21M +43,361 +24%
CA
345
Clearstead Advisors
Ohio
$6.28M -$997K -35,777 -14%
JWA
346
JFS Wealth Advisors
Pennsylvania
$6.21M -$522K -18,722 -8%
NEWAS
347
N.E.W. Advisory Services
Wisconsin
$6.17M +$6.17M +221,370 New
EWA
348
Exencial Wealth Advisors
Oklahoma
$6.1M -$909K -32,619 -13%
AAS
349
Ameritas Advisory Services
Nebraska
$6.08M -$330K -11,849 -5%
WA
350
Win Advisors
Florida
$6.01M +$6.01M +215,816 New
12 13
14
15 16