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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 %
CIA
401
Concurrent Investment Advisors
Florida
$4.44M +$337K +12,078 +8%
LCM
402
Liberty Capital Management
Michigan
$4.42M -$600K -21,513 -12%
MMA
403
Miracle Mile Advisors
California
$4.42M -$3.91M -140,377 -47%
AIA
404
Arcadia Investment Advisors
Idaho
$4.4M -$4.54K -163 -0.1%
GFP
405
Guardian Financial Partners
California
$4.36M +$560K +20,104 +15%
LWM
406
LongView Wealth Management
Georgia
$4.32M +$307K +11,007 +8%
PPWM
407
Perissos Private Wealth Management
Oklahoma
$4.3M +$1.17M +41,888 +37%
BBW
408
Blue Barn Wealth
Utah
$4.25M -$11.8K -423 -0.3%
DWM
409
Diversify Wealth Management
Utah
$4.24M -$12.4M -446,023 -74%
B
410
Bensler
Washington
$4.22M -$264K -9,482 -6%
FWM
411
Fingerlakes Wealth Management
New York
$4.21M +$494K +17,727 +13%
MAMG
412
Milestone Asset Management Group
Connecticut
$4.2M +$4.2M +150,638 New
FIM
413
Freedom Investment Management
Connecticut
$4.18M +$4.18M +149,973 New
EFG
414
Embree Financial Group
Illinois
$4.13M +$77.9K +2,796 +2%
P
415
&Partners
Tennessee
$4.12M +$517K +18,222 +14%
FSA
416
Financial Services Advisory
Maryland
$4.1M +$18.9K +679 +0.5%
FA
417
Fagan Associates
New York
$4.07M +$52.5K +1,882 +1%
MFG
418
Merit Financial Group
Georgia
$4.07M +$2.77M +99,280 +213%
PIA
419
Panoramic Investment Advisors
Colorado
$4.06M +$55.8K +2,001 +1%
AT
420
Arlington Trust
Alabama
$4.06M – – –
LW
421
Linscomb Wealth
Texas
$4.03M -$382K -13,724 -9%
CFP
422
Comprehensive Financial Planning
Pennsylvania
$3.98M +$3.98M +142,862 New
RIA
423
Regal Investment Advisors
Michigan
$3.95M -$1.59M -57,087 -29%
CPRC
424
Consolidated Portfolio Review Corp
New York
$3.92M +$311K +11,144 +9%
FAIM
425
Financial Advocates Investment Management
Washington
$3.91M +$188K +6,760 +5%
15 16
17
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