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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 %
AL
476
ACAS LLC
California
$2.55M -$77.4K -2,972 -3%
Bank of New York Mellon
477
Bank of New York Mellon
New York
$2.52M +$173K +6,624 +7%
LFG
478
Larson Financial Group
Missouri
$2.5M +$506K +19,420 +25%
DC
479
Davenport & Co
Virginia
$2.46M -$112K -4,308 -4%
TVM
480
True Vision MN
Minnesota
$2.46M -$30.5K -1,172 -1%
FWI
481
Facet Wealth Inc
Maryland
$2.42M +$2.27M +347,480 +1,490%
KWM
482
Kolinsky Wealth Management
New Jersey
$2.34M +$158K +6,064 +7%
FA
483
FC Advisory
Pennsylvania
$2.32M -$22.2K -852 -0.9%
USCWA
484
U.S. Capital Wealth Advisors
Texas
$2.32M +$12.8K +492 +0.6%
OWM
485
Orgel Wealth Management
Wisconsin
$2.32M – – –
BCA
486
Bay Colony Advisors
Massachusetts
$2.31M +$19.5K +748 +0.8%
MPM
487
Meritage Portfolio Management
Kansas
$2.31M +$104 +4 +0%
SMC
488
Smith, Moore & Co
Missouri
$2.3M -$13.4K -516 -0.6%
WANY
489
Wealthspire Advisors (New York)
New York
$2.3M +$1.5M +57,440 +186%
SCA
490
Scott Capital Advisors
Oregon
$2.29M +$1.98K +76 +0.1%
SWM
491
Sculati Wealth Management
Michigan
$2.27M -$2.56M -98,372 -53%
KC
492
Kades & Cheifetz
Pennsylvania
$2.26M -$5.73K -220 -0.3%
SMA
493
Sage Mountain Advisors
Georgia
$2.24M – – –
SFG
494
Snider Financial Group
Washington
$2.23M -$84.1K -3,228 -4%
BRWA
495
B. Riley Wealth Advisors
Florida
$2.2M +$298K +11,524 +16%
WFS
496
WealthGarden F.S.
California
$2.19M -$149K -5,716 -6%
ACG
497
Allen Capital Group
Nebraska
$2.14M +$16.8K +644 +0.8%
HPFG
498
Hart & Patterson Financial Group
Massachusetts
$2.13M -$60.9K -2,340 -3%
BA
499
Bristlecone Advisors
Washington
$2.13M +$153K +5,872 +8%
CSWM
500
Cassady Schiller Wealth Management
Ohio
$2.13M +$49.3K +1,892 +2%
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