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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 %
LIWM
376
Long Island Wealth Management
New York
$5.21M -$1.8M -64,475 -26%
WIA
377
Westbourne Investment Advisors
Maryland
$5.14M -$185K -6,644 -3%
HCM
378
Hengehold Capital Management
Ohio
$5.01M -$931K -33,389 -16%
SPIA
379
Steward Partners Investment Advisory
New York
$4.92M +$17.5K +629 +0.4%
CWM
380
Chesapeake Wealth Management
Virginia
$4.81M +$54.9K +1,970 +1%
CCM
381
Cambridge Capital Management
Illinois
$4.77M +$167K +5,984 +4%
CAG
382
Compass Advisory Group
New York
$4.76M -$124K -4,464 -3%
GRP
383
Global Retirement Partners
California
$4.76M +$567K +20,358 +14%
MMH
384
Menora Mivtachim Holdings
Israel
$4.75M +$69.8K +2,505 +1%
WCM
385
Winthrop Capital Management
Indiana
$4.75M +$4.75M +168,947 New
MIM
386
Macroview Investment Management
Maryland
$4.69M +$18K +645 +0.4%
FWS
387
FinDec Wealth Services
California
$4.65M -$1.21M -43,298 -21%
SAF
388
Smith Anglin Financial
Texas
$4.64M -$498K -17,883 -10%
HWA
389
HCR Wealth Advisors
California
$4.59M +$20.2K +723 +0.4%
MAS
390
Madden Advisory Services
Florida
$4.58M -$40.2K -1,444 -0.9%
GVAG
391
Great Valley Advisor Group
Delaware
$4.55M -$220K -7,889 -5%
SF
392
Synovus Financial
Georgia
$4.54M -$4.93M -176,778 -52%
NJIM
393
Nabity-Jensen Investment Management
Nebraska
$4.53M -$14.1K -507 -0.3%
KBFS
394
Kohmann Bosshard Financial Services
Ohio
$4.51M -$418 -15 -0%
TW
395
Transform Wealth
Colorado
$4.5M +$1.01M +36,065 +29%
GWA
396
GGM Wealth Advisors
Maryland
$4.48M +$27.4K +982 +0.6%
NRI
397
NFP Retirement Inc
California
$4.46M -$223K -7,995 -5%
Betterment LLC
398
Betterment LLC
New York
$4.46M -$140K -5,032 -3%
SWM
399
Silverlake Wealth Management
Vermont
$4.45M -$226K -8,101 -5%
BIA
400
Bigelow Investment Advisors
Maine
$4.44M -$92.6K -3,321 -2%
14 15
16
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