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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 %
WRPWM
451
Werba Rubin Papier Wealth Management
California
$3.5M -$199K -7,124 -5%
RPGK
452
Retirement Planning Group (Kansas)
Kansas
$3.49M +$243K +8,726 +7%
TYCC
453
Texas Yale Capital Corp
Florida
$3.49M +$14.6K +524 +0.4%
HFA
454
Hershey Financial Advisers
Pennsylvania
$3.47M +$3.47M +124,342 New
GPA
455
Guerra Pan Advisors
New Jersey
$3.45M +$1.17M +42,117 +52%
SFC
456
Sprinkle Financial Consultants
Colorado
$3.43M +$3.71K +133 +0.1%
AWM
457
Avior Wealth Management
Nebraska
$3.42M -$965K -34,614 -22%
BCI
458
Brinker Capital Investments
Pennsylvania
$3.36M +$99.6K +3,572 +3%
OPS
459
Orion Portfolio Solutions
Nebraska
$3.36M +$99.6K +3,572 +3%
KAS
460
KPP Advisory Services
Kentucky
$3.35M +$21K +752 +0.6%
AA
461
Advisory Alpha
Michigan
$3.34M -$281K -10,083 -8%
CRC
462
Curi RMB Capital
Illinois
$3.33M -$113K -4,049 -3%
NWM
463
Napa Wealth Management
California
$3.32M +$3.32M +119,122 New
S
464
SignatureFD
Georgia
$3.32M +$39.6K +1,421 +1%
BFM
465
Broadview Financial Management
Wisconsin
$3.32M -$167K -6,009 -5%
CF
466
Centaurus Financial
California
$3.31M +$264K +9,473 +9%
Janney Montgomery Scott
467
Janney Montgomery Scott
Pennsylvania
$3.29M +$442K +15,864 +16%
TI
468
Tidal Investments
Wisconsin
$3.29M +$3.29M +117,873 New
LIA
469
LifePlan Investment Advisors
North Carolina
$3.25M -$171K -6,142 -5%
CCWM
470
Cassaday & Co Wealth Management
Virginia
$3.24M +$14.7K +527 +0.5%
MMCM
471
Murphy & Mullick Capital Management
New York
$3.24M +$3.24M +116,405 New
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$3.24M +$461K +16,392 +17%
CFG
473
Clayton Financial Group
Missouri
$3.23M +$9.45K +339 +0.3%
TFS
474
Thoroughbred Financial Services
Tennessee
$3.21M +$1.92M +69,031 +149%
GG
475
GenWealth Group
New Jersey
$3.21M -$198K -7,118 -6%
17 18
19
20 21