SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,364 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, 473 reducing their positions, and 46 closing their positions.

Holders
1,364
Holders Change
+144
Holders Change %
+11.8%
% of All Funds
18.16%
Holding in Top 10
218
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+17.2%
% of All Funds
2.9%
New
219
Increased
521
Reduced
473
Closed
46
Calls
$8.16M
Puts
$4.22M
Net Calls
+$3.94M
Net Calls Change
-$868K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$56.1B
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$163M
3
LPL Financial
3
LPL Financial
California
$615M
4
Morgan Stanley
4
Morgan Stanley
New York
$305M
5
Lido Advisors
5
Lido Advisors
California
$68.9M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$134M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.11B
3
IAIM
3
International Assets Investment Management
Florida
$542K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$35.6M
5
SWM
5
SK Wealth Management
Rhode Island
$19.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
26
Focus Financial Network
Minnesota
$128M 4,609,367 +41,631 +0.9%
Charles Schwab
27
Charles Schwab
California
$125M 4,487,020 -196,116 -4%
HighTower Advisors
28
HighTower Advisors
Illinois
$124M 4,458,615 +115,167 +3%
AAS
29
Avantax Advisory Services
Texas
$115M 4,132,097 +757,941 +22%
MAM
30
Marquette Asset Management
Minnesota
$112M 4,028,428 +103,524 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$109M 3,918,674 +113,194 +3%
BPA
32
Beacon Pointe Advisors
California
$97.1M 3,482,685 +278,385 +9%
HWA
33
HHM Wealth Advisors
Tennessee
$95.7M 3,432,708 -35,796 -1%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$90.5M 3,246,949 -189,547 -6%
Two Sigma Investments
35
Two Sigma Investments
New York
$89.3M 3,204,323 +1,406,323 +78%
FA
36
Financial Advisors
Massachusetts
$88.8M 3,187,865 -125,443 -4%
Wells Fargo
37
Wells Fargo
California
$88.3M 3,168,558 +146,982 +5%
AssetMark Inc
38
AssetMark Inc
California
$87M 3,121,781 -250,683 -7%
RRWA
39
Rainey & Randall Wealth Advisors
Florida
$85.5M 3,069,436 +752,276 +32%
Truist Financial
40
Truist Financial
North Carolina
$83.8M 3,006,792 +125,780 +4%
CCMG
41
Clark Capital Management Group
Pennsylvania
$83M 2,978,909 +100,265 +3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$82.8M 2,971,333 +451,721 +18%
Cerity Partners
43
Cerity Partners
New York
$81.4M 2,919,588 -265,432 -8%
KF
44
Krilogy Financial
Missouri
$78.6M 2,821,392 -125,548 -4%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$77.2M 2,768,318 +40,894 +1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$77.1M 2,765,394 +137,290 +5%
LFS
47
Legacy Financial Strategies
Kansas
$76.5M 2,749,443 +97,375 +4%
BC
48
Brio Consultants
California
$72M 2,581,833 -7,083 -0.3%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$69.1M 2,481,627 -217,713 -8%
Lido Advisors
50
Lido Advisors
California
$68.9M 2,472,229 +2,301,993 +1,352%
1
2
3 4 5