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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 %
B
376
Bensler
Washington
$4.19M -$348K -13,360 -8%
GWA
377
GGM Wealth Advisors
Maryland
$4.16M +$20.7K +796 +0.5%
LW
378
Linscomb Wealth
Texas
$4.12M -$20.8K -800 -0.5%
AIA
379
Arcadia Investment Advisors
Idaho
$4.11M -$23.1K -888 -0.6%
AWM
380
Avior Wealth Management
Nebraska
$4.1M -$3.65M -140,076 -47%
GIA
381
Gladstone Institutional Advisory
Florida
$4.05M +$15.7K +604 +0.4%
AAS
382
Asset Allocation Strategies
Michigan
$4M +$3.28M +126,044 +459%
BBW
383
Blue Barn Wealth
Utah
$3.98M +$2.65M +101,624 +199%
DWM
384
Diversify Wealth Management
Utah
$3.94M +$3.85M +585,992 +4,449%
GRP
385
Global Retirement Partners
California
$3.92M -$232K -8,924 -6%
CIA
386
Concurrent Investment Advisors
Florida
$3.83M +$2.62M +100,752 +217%
FSA
387
Financial Services Advisory
Maryland
$3.81M -$21M -805,488 -85%
AT
388
Arlington Trust
Alabama
$3.8M – – –
EFG
389
Embree Financial Group
Illinois
$3.78M +$207K +7,948 +6%
LWM
390
LongView Wealth Management
Georgia
$3.75M +$531K +20,392 +16%
FA
391
Fagan Associates
New York
$3.75M -$70.3K -2,700 -2%
PIA
392
Panoramic Investment Advisors
Colorado
$3.75M +$3.75M +143,800 New
TAM
393
Townsend Asset Management
North Carolina
$3.68M +$36.3K +1,392 +1%
Jones Financial Companies
394
Jones Financial Companies
Missouri
$3.64M +$1.64M +63,464 +83%
BWM
395
Boyd Wealth Management
California
$3.61M -$9.79K -376 -0.3%
FPFS
396
First Personal Financial Services
North Carolina
$3.6M -$98.9K -3,796 -3%
BCM
397
Barden Capital Management
Texas
$3.6M +$89.9K +3,452 +3%
ADL
398
Asset Dedication LLC
California
$3.6M -$30.2K -1,160 -0.8%
DT
399
Diversified Trust
Tennessee
$3.58M +$2.08M +80,020 +139%
LWM
400
Laidlaw Wealth Management
New York
$3.58M +$220K +8,432 +7%
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16
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