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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 %
BCM
426
Barden Capital Management
Texas
$3.91M +$56.9K +2,042 +1%
TAM
427
Townsend Asset Management
North Carolina
$3.9M -$35.8K -1,283 -0.9%
CFG
428
Cooper Financial Group
California
$3.9M +$78.9K +2,830 +2%
TF
429
Trek Financial
Arizona
$3.88M +$408K +14,628 +12%
KMWM
430
Keudell/Morrison Wealth Management
Oregon
$3.86M +$183K +6,572 +5%
SFG
431
Snider Financial Group
Washington
$3.85M +$1.47M +52,719 +62%
GIA
432
Gladstone Institutional Advisory
Florida
$3.84M -$502K -18,020 -12%
BWM
433
Boyd Wealth Management
California
$3.83M -$29.4K -1,055 -0.8%
DT
434
Diversified Trust
Tennessee
$3.82M -$14.9K -534 -0.4%
ADL
435
Asset Dedication LLC
California
$3.8M -$49.9K -1,789 -1%
SWM
436
Scissortail Wealth Management
Oklahoma
$3.79M +$3.78M +135,459 +21,990%
Goldman Sachs
437
Goldman Sachs
New York
$3.76M +$2.28M +81,679 +153%
PCA
438
Pallas Capital Advisors
Massachusetts
$3.74M -$10.9M -390,458 -74%
LIM
439
Leavell Investment Management
Alabama
$3.73M +$93.8K +3,367 +3%
CWM
440
Congress Wealth Management
Massachusetts
$3.72M +$198K +7,120 +6%
FWA
441
FSC Wealth Advisors
New York
$3.69M +$130K +4,650 +4%
DIA
442
Dana Investment Advisors
Wisconsin
$3.69M +$81.6K +2,927 +2%
BF
443
Baring Financial
Washington
$3.67M +$3.67M +131,856 New
BOPW
444
Brandywine Oak Private Wealth
Pennsylvania
$3.66M +$56 +2 +0%
WS
445
Wela Strategies
Georgia
$3.61M +$3.61M +31,321 New
MCCA
446
Mill Creek Capital Advisors
Pennsylvania
$3.6M +$1.56K +56 +0%
MFG
447
Magnus Financial Group
New York
$3.55M -$80.2K -2,877 -2%
HFA
448
Highland Financial Advisors
New Jersey
$3.54M – – –
AIM
449
Athena Investment Management
California
$3.52M +$20K +717 +0.6%
OC
450
Optima Capital
Oregon
$3.51M +$3.51M +125,870 New
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