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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 %
CFGSD
351
Compass Financial Group (South Dakota)
South Dakota
$4.77M +$494K +18,948 +12%
FFS
352
Founders Financial Securities
Maryland
$4.76M +$343K +13,172 +8%
LCM
353
Liberty Capital Management
Michigan
$4.69M +$75.8K +2,912 +2%
SPIA
354
Steward Partners Investment Advisory
New York
$4.58M -$505K -19,372 -10%
CAG
355
Compass Advisory Group
New York
$4.56M +$606K +23,260 +15%
BA
356
Bridge Advisory
California
$4.55M -$367K -14,084 -7%
TC
357
TownSquare Capital
Utah
$4.54M -$1.12M -42,852 -20%
GVAG
358
Great Valley Advisor Group
Delaware
$4.46M +$108K +4,160 +2%
CWM
359
Chesapeake Wealth Management
Virginia
$4.45M +$46.6K +1,788 +1%
Lido Advisors
360
Lido Advisors
California
$4.43M -$324K -12,428 -7%
NRI
361
NFP Retirement Inc
California
$4.38M -$31K -1,192 -0.7%
CAP
362
Columbia Advisory Partners
Washington
$4.38M -$474K -18,216 -10%
MMH
363
Menora Mivtachim Holdings
Israel
$4.38M +$130K +4,980 +3%
MIM
364
Macroview Investment Management
Maryland
$4.37M +$252K +9,668 +6%
SWM
365
Silverlake Wealth Management
Vermont
$4.36M -$40.5K -1,556 -0.9%
MAS
366
Madden Advisory Services
Florida
$4.32M -$92.5K -3,552 -2%
SAI
367
Savvy Advisors Inc
New York
$4.32M +$1.66M +63,852 +63%
CCM
368
Cambridge Capital Management
Illinois
$4.3M -$5.94K -228 -0.1%
Betterment LLC
369
Betterment LLC
New York
$4.3M +$1.92M +73,844 +81%
AC
370
Avestar Capital
New York
$4.29M +$87.8K +3,372 +2%
CL
371
Choreo LLC
Illinois
$4.28M +$122K +4,744 +3%
HWA
372
HCR Wealth Advisors
California
$4.27M -$7.81K -300 -0.2%
NJIM
373
Nabity-Jensen Investment Management
Nebraska
$4.24M +$20.1K +772 +0.5%
BIA
374
Bigelow Investment Advisors
Maine
$4.23M +$174K +6,672 +4%
KBFS
375
Kohmann Bosshard Financial Services
Ohio
$4.22M – – –
13 14
15
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