SCHG icon

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 %
CFG
401
Cooper Financial Group
California
$3.57M +$54.9K +2,108 +2%
GFP
402
Guardian Financial Partners
California
$3.55M +$202K +7,764 +6%
Susquehanna International Group
403
Susquehanna International Group
Pennsylvania
$3.51M -$4.95M -190,052 -58%
SWM
404
Scissortail Wealth Management
Oklahoma
$3.49M -$775M -136,636 -100%
FWM
405
Fingerlakes Wealth Management
New York
$3.47M +$599K +23,016 +21%
PCA
406
Pallas Capital Advisors
Massachusetts
$3.47M +$2.66M +402,788 +330%
WRPWM
407
Werba Rubin Papier Wealth Management
California
$3.45M -$414K -15,896 -11%
FAIM
408
Financial Advocates Investment Management
Washington
$3.45M -$319K -12,332 -8%
KMWM
409
Keudell/Morrison Wealth Management
Oregon
$3.44M +$358K +13,732 +12%
BOPW
410
Brandywine Oak Private Wealth
Pennsylvania
$3.42M -$2.61K -100 -0.1%
LIM
411
Leavell Investment Management
Alabama
$3.4M +$628K +24,104 +23%
MFG
412
Magnus Financial Group
New York
$3.39M -$288K -11,040 -8%
AA
413
Advisory Alpha
Michigan
$3.38M +$209K +8,016 +7%
CPRC
414
Consolidated Portfolio Review Corp
New York
$3.37M -$160K -6,124 -5%
DIA
415
Dana Investment Advisors
Wisconsin
$3.37M -$26.5K -1,016 -0.8%
MCCA
416
Mill Creek Capital Advisors
Pennsylvania
$3.36M +$2.71K +104 +0.1%
P
417
&Partners
Tennessee
$3.35M +$2.27M +86,276 +210%
FWA
418
FSC Wealth Advisors
New York
$3.33M -$2.91M -111,560 -47%
HFA
419
Highland Financial Advisors
New Jersey
$3.31M – – –
CWM
420
Congress Wealth Management
Massachusetts
$3.3M -$185K -7,104 -5%
IAA
421
Independent Advisor Alliance
North Carolina
$3.29M -$325K -12,496 -9%
AIM
422
Athena Investment Management
California
$3.27M +$15.2K +584 +0.5%
TW
423
Transform Wealth
Colorado
$3.26M +$629K +24,168 +24%
BFM
424
Broadview Financial Management
Wisconsin
$3.26M -$108K -4,152 -3%
TF
425
Trek Financial
Arizona
$3.25M +$1.06M +40,836 +49%
15 16
17
18 19