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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,365 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, 474 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
+144
Holders Change %
+11.79%
% of All Funds
18.17%
Holding in Top 10
219
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+17.11%
% of All Funds
2.91%
New
219
Increased
521
Reduced
474
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 %
WA
351
Win Advisors
Florida
$6.01M +$6.01M +215,816 New
RFA
352
RTD Financial Advisors
Pennsylvania
$5.98M -$329K -11,820 -5%
DWM
353
Dakota Wealth Management
Florida
$5.83M -$61.8K -2,216 -1%
KIM
354
Kane Investment Management
California
$5.82M +$5.82M +208,850 New
William Blair & Company
355
William Blair & Company
Illinois
$5.82M +$51.3K +1,841 +0.9%
CFG
356
Certior Financial Group
Pennsylvania
$5.79M +$5.79M +207,602 New
CE
357
Cornerstone Enterprises
Wisconsin
$5.73M -$529K -18,986 -8%
SCM
358
Steele Capital Management
Iowa
$5.7M -$181K -6,493 -3%
TDWM
359
Topel & Distasi Wealth Management
California
$5.6M – – –
HA
360
HC Advisors
Georgia
$5.56M -$278K -9,976 -5%
CFGSD
361
Compass Financial Group (South Dakota)
South Dakota
$5.55M +$444K +15,924 +9%
WIA
362
Wealthedge Investment Advisors
New York
$5.54M +$5.54M +198,619 New
NA
363
Nestegg Advisors
New York
$5.49M +$5.49M +195,686 New
BCWM
364
Bartlett & Co Wealth Management
Ohio
$5.48M -$50.2K -1,801 -0.9%
AC
365
Avestar Capital
New York
$5.48M +$887K +31,809 +19%
CFD
366
Creative Financial Designs
Indiana
$5.43M -$600K -21,544 -10%
ECML
367
Eagle Capital Management (Louisiana)
Louisiana
$5.4M -$29K -1,039 -0.5%
FTS
368
Fifth Third Securities
Ohio
$5.4M -$705K -25,283 -12%
GWM
369
Geneos Wealth Management
Colorado
$5.32M -$177K -6,368 -3%
USCWA
370
U.S. Capital Wealth Advisors
Texas
$5.31M +$2.83M +101,701 +114%
CAG
371
Csenge Advisory Group
Florida
$5.29M -$15.3M -548,812 -74%
SWM
372
Schwallier Wealth Management
Michigan
$5.26M -$34.4K -1,235 -0.7%
KV
373
Kickstand Ventures
New York
$5.26M -$97.5K -3,497 -2%
VBWMG
374
Von Berge Wealth Management Group
California
$5.24M -$16.5M -578,702 -76%
Corient Private Wealth
375
Corient Private Wealth
Florida
$5.23M -$1.11M -39,697 -17%
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