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
+$100M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$95.5M
3
MG
Mather Group
Illinois
+$71.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$61.8M
5
Charles Schwab
Charles Schwab
California
+$52.7M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$775M
2
APP
Avantax Planning Partners
Iowa
-$61.4M
3
SFC
Strategic Financial Concepts
Texas
-$59.6M
4
AIA
Angeles Investment Advisors
California
-$55.9M
5
Morgan Stanley
Morgan Stanley
New York
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
426
Texas Yale Capital Corp
Florida
$3.24M – – –
CRC
427
Curi RMB Capital
Illinois
$3.21M -$40K -1,536 -1%
SFC
428
Sprinkle Financial Consultants
Colorado
$3.2M +$6.56K +252 +0.2%
LIA
429
LifePlan Investment Advisors
North Carolina
$3.2M -$19.6K -752 -0.6%
GG
430
GenWealth Group
New Jersey
$3.19M -$146K -5,620 -4%
Citadel Advisors
431
Citadel Advisors
Florida
$3.11M +$3.11M +119,464 New
KAS
432
KPP Advisory Services
Kentucky
$3.11M -$28.6K -1,100 -0.9%
BAMG
433
Brand Asset Management Group
Missouri
$3.09M -$123K -4,736 -4%
S
434
SignatureFD
Georgia
$3.07M +$45.5K +1,748 +2%
BCI
435
Brinker Capital Investments
Pennsylvania
$3.05M +$487K +18,684 +19%
OPS
436
Orion Portfolio Solutions
Nebraska
$3.05M +$487K +18,684 +19%
MCM
437
MidAtlantic Capital Management
Virginia
$3.04M +$132K +5,052 +5%
RPGK
438
Retirement Planning Group (Kansas)
Kansas
$3.04M -$21.9K -840 -0.7%
CCWM
439
Cassaday & Co Wealth Management
Virginia
$3.02M +$112K +4,288 +4%
CFG
440
Clayton Financial Group
Missouri
$3.01M +$279K +10,700 +10%
CW
441
CreativeOne Wealth
Kansas
$2.98M +$2.24M +86,184 +306%
TWP
442
Tempus Wealth Planning
California
$2.98M -$27.4K -1,052 -0.9%
AA
443
Aire Advisors
California
$2.95M -$65K -2,496 -2%
JGCM
444
Joseph Group Capital Management
Ohio
$2.95M -$5.73K -220 -0.2%
SCA
445
STALEY CAPITAL ADVISERS
Pennsylvania
$2.93M – – –
CFO
446
CVA Family Office
Colorado
$2.93M +$731K +28,080 +33%
PPWM
447
Perissos Private Wealth Management
Oklahoma
$2.93M +$46.5K +1,784 +2%
SPA
448
Sentinel Pension Advisors
Massachusetts
$2.9M -$20.8K -800 -0.7%
SA
449
Strategic Advocates
Utah
$2.9M -$335K -12,864 -10%
ASN
450
Advisory Services Network
Georgia
$2.89M – – –
16 17
18
19 20