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Schwab US Large-Cap Growth ETF

1,381 hedge funds and large institutions have $76B invested in Schwab US Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 523 increasing their positions, 477 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 47

335% more capital invested

Capital invested by funds: $17.5B → $76B (+$58.5B)

93% more call options, than puts

Call options by funds: $8.15M | Put options by funds: $4.22M

20% more funds holding in top 10

Funds holding in top 10: 188226 (+38)

12% more funds holding

Funds holding: 1,2281,381 (+153)

10% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 477

54.75% less ownership

Funds ownership: 225.05%170.3% (-55%)

Holders
1,381
Holders Change
+153
Holders Change %
+12.46%
% of All Funds
18.19%
Holding in Top 10
226
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+20.21%
% of All Funds
2.98%
New
229
Increased
523
Reduced
477
Closed
47
Calls
$8.15M
Puts
$4.22M
Net Calls
+$3.94M
Net Calls Change
-$868K
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$128M +$1.14M +41,631 +0.9%
Charles Schwab
27
Charles Schwab
California
$125M -$5.36M -196,116 -4%
HighTower Advisors
28
HighTower Advisors
Illinois
$124M +$3.15M +115,167 +3%
AAS
29
Avantax Advisory Services
Texas
$115M +$20.7M +757,941 +22%
MAM
30
Marquette Asset Management
Minnesota
$112M +$2.83M +103,524 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$109M +$3.1M +113,194 +3%
BPA
32
Beacon Pointe Advisors
California
$97.1M +$7.61M +278,385 +9%
HWA
33
HHM Wealth Advisors
Tennessee
$95.7M -$979K -35,796 -1%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$90.5M -$5.18M -189,547 -6%
Two Sigma Investments
35
Two Sigma Investments
New York
$89.3M +$38.5M +1,406,323 +78%
FA
36
Financial Advisors
Massachusetts
$88.8M -$3.43M -125,443 -4%
Wells Fargo
37
Wells Fargo
California
$88.3M +$4.02M +146,982 +5%
AssetMark Inc
38
AssetMark Inc
California
$87M -$6.86M -250,683 -7%
RRWA
39
Rainey & Randall Wealth Advisors
Florida
$85.5M +$20.6M +752,276 +32%
Truist Financial
40
Truist Financial
North Carolina
$83.8M +$3.44M +125,780 +4%
CCMG
41
Clark Capital Management Group
Pennsylvania
$83M +$2.74M +100,265 +3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$82.8M +$12.4M +451,721 +18%
Cerity Partners
43
Cerity Partners
New York
$81.4M -$7.26M -265,432 -8%
KF
44
Krilogy Financial
Missouri
$78.6M -$3.43M -125,548 -4%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$77.2M +$1.12M +40,894 +1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$77.1M +$3.75M +137,290 +5%
LFS
47
Legacy Financial Strategies
Kansas
$76.5M +$2.66M +97,375 +4%
BC
48
Brio Consultants
California
$72M -$194K -7,083 -0.3%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$69.1M -$5.95M -217,713 -8%
Lido Advisors
50
Lido Advisors
California
$68.9M +$63M +2,301,993 +1,352%

SCHG Hedge Fund Activity: Q4 2024 in Review

1,381 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2024, worth a combined $76B — up 335% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new SCHG positions and 47 closed out — a net gain of 182 holders — while 523 added to existing stakes and 477 trimmed.

The largest buyer was Koshinski Asset Management, adding an estimated $42.7B. The largest seller was Moneta Group Investment Advisors, cutting an estimated $400M.

  • 1,381 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2024, up from 1,228 in Q3 2024.
  • Funds reported $76B of Schwab US Large-Cap Growth ETF stock for Q4 2024, up 335% quarter-over-quarter.
  • 229 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2024 and 47 closed out, a net change of +182 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2024 was Koshinski Asset Management, an estimated $42.7B added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2024 was Moneta Group Investment Advisors, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2024.