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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,221 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, 429 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+45
Holders Change %
+3.83%
% of All Funds
17.66%
Holding in Top 10
187
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.09%
% of All Funds
2.7%
New
111
Increased
502
Reduced
429
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 %
ASN
451
Advisory Services Network
Georgia
$2.89M – – –
AF
452
Allworth Financial
California
$2.86M -$20.5K -788 -0.7%
CF
453
Centaurus Financial
California
$2.85M +$280K +10,756 +11%
CCM
454
Condor Capital Management
New Jersey
$2.82M -$31.6K -1,212 -1%
ZIMP
455
Zimmermann Investment Management & Planning
Pennsylvania
$2.81M +$74.7K +2,868 +3%
MCC
456
Money Concepts Capital
Florida
$2.81M +$88.3K +3,392 +3%
BWM
457
Brown Wealth Management
Illinois
$2.78M -$162K -6,232 -6%
SPI
458
Santori & Peters Inc
Pennsylvania
$2.75M +$184K +7,056 +7%
HWM
459
Heirloom Wealth Management
Colorado
$2.7M -$70.6K -2,712 -3%
KFP
460
KMG Fiduciary Partners
Ohio
$2.69M +$2.69M +103,148 New
OPWM
461
Oxinas Partners Wealth Management
Indiana
$2.68M -$79.3K -3,044 -3%
AF
462
Amara Financial
California
$2.68M +$2.68M +102,788 New
BMCM
463
Burns Matteson Capital Management
New York
$2.67M -$205K -7,888 -7%
AWMG
464
Alliance Wealth Management Group
New Jersey
$2.66M +$21.5K +824 +0.8%
TCM
465
Towercrest Capital Management
Pennsylvania
$2.66M +$21.5K +824 +0.8%
Janney Montgomery Scott
466
Janney Montgomery Scott
Pennsylvania
$2.66M -$18.7K -716 -0.7%
CWA
467
Clearview Wealth Advisors
Oregon
$2.62M +$217K +8,340 +9%
OPA
468
Old Port Advisors
Maine
$2.61M -$177K -6,780 -6%
B
469
Birchbrook
Maine
$2.59M +$3.13K +120 +0.1%
Tudor Investment Corp
470
Tudor Investment Corp
Connecticut
$2.59M +$2.59M +99,276 New
BL
471
BFSG LLC
California
$2.58M +$48.5K +1,864 +2%
GJIA
472
Glass Jacobson Investment Advisors
Maryland
$2.58M +$17.3K +664 +0.7%
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$2.57M +$5.52K +212 +0.2%
LWM
474
Latko Wealth Management
Illinois
$2.56M +$2.56M +98,160 New
DAS
475
Diversify Advisory Services
Utah
$2.55M +$2.06M +309,172 +420%
17 18
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