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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.

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
1
Envestnet Asset Management
Illinois
$1.14B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$127M
3
MG
3
Mather Group
Illinois
$1.02B
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$122M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$3.49M
2
APP
2
Avantax Planning Partners
Iowa
$407M
3
SFC
3
Strategic Financial Concepts
Texas
$630K
4
AIA
4
Angeles Investment Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$216M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$113M 1,085,862 +60,121 +6%
MAM
27
Marquette Asset Management
Minnesota
$102M 981,226 -17,144 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$99.1M 951,370 +45,798 +5%
HWA
29
HHM Wealth Advisors
Tennessee
$90.3M 867,126 -23,120 -3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$89.5M 859,124 -25,148 -3%
AAS
31
Avantax Advisory Services
Texas
$87.9M 843,539 +78,295 +10%
AssetMark Inc
32
AssetMark Inc
California
$87.8M 843,116 -816 -0.1%
FA
33
Financial Advisors
Massachusetts
$86.3M 828,327 -19,736 -2%
BPA
34
Beacon Pointe Advisors
California
$83.5M 801,075 +24,882 +3%
Cerity Partners
35
Cerity Partners
New York
$83M 796,255 +3,385 +0.4%
Wells Fargo
36
Wells Fargo
California
$78.7M 755,394 +67,865 +10%
KF
37
Krilogy Financial
Missouri
$76.8M 736,735 -24,285 -3%
Truist Financial
38
Truist Financial
North Carolina
$75M 720,253 +13,727 +2%
CCMG
39
Clark Capital Management Group
Pennsylvania
$75M 719,661 +46,182 +7%
KAS
40
Kestra Advisory Services
Texas
$71.7M 687,827 -60,191 -8%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$71M 681,856 -29,154 -4%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$70.3M 674,835 -78,382 -10%
LFS
43
Legacy Financial Strategies
Kansas
$69.1M 663,017 -35,871 -5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$68.4M 657,026 -10,717 -2%
BC
45
Brio Consultants
California
$67.4M 647,229 -7,874 -1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$65.6M 629,903 +48,131 +8%
RRWA
47
Rainey & Randall Wealth Advisors
Florida
$60.3M 579,290 +23,782 +4%
UCFA
48
United Capital Financial Advisors
Texas
$59.4M 569,992 -26,908 -5%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.3M 559,693 -18,868 -3%
HWM
50
HRC Wealth Management
Idaho
$54.9M 527,252 +1,833 +0.3%
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