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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 %
AA
476
Aire Advisors
California
$3.2M +$35.6K +1,278 +1%
TWP
477
Tempus Wealth Planning
California
$3.16M -$29.5K -1,060 -0.9%
EMAM
478
Encompass More Asset Management
California
$3.16M +$3.16M +113,223 New
CFO
479
CVA Family Office
Colorado
$3.15M +$14.8K +532 +0.5%
KFP
480
KMG Fiduciary Partners
Ohio
$3.12M +$250K +8,962 +9%
MCC
481
Money Concepts Capital
Florida
$3.12M +$114K +4,108 +4%
JGCM
482
Joseph Group Capital Management
Ohio
$3.09M -$68.6K -2,462 -2%
FWI
483
Facet Wealth Inc
Maryland
$3.07M -$7.47M -262,669 -71%
BAMG
484
Brand Asset Management Group
Missouri
$3.06M -$241K -8,642 -7%
VW
485
Veridan Wealth
Oregon
$3.04M +$3.04M +108,103 New
AQR Capital Management
486
AQR Capital Management
Connecticut
$3.02M +$756K +27,121 +33%
SCA
487
STALEY CAPITAL ADVISERS
Pennsylvania
$3M -$1M -43,170 -25%
CCM
488
Condor Capital Management
New Jersey
$2.98M -$37.5K -1,347 -1%
OPWM
489
Oxinas Partners Wealth Management
Indiana
$2.96M +$91.4K +3,280 +3%
SPI
490
Santori & Peters Inc
Pennsylvania
$2.95M +$1.37K +49 +0%
BWM
491
Brown Wealth Management
Illinois
$2.94M -$32.9K -1,182 -1%
LWM
492
Laidlaw Wealth Management
New York
$2.9M -$929K -33,342 -24%
AWMG
493
Alliance Wealth Management Group
New Jersey
$2.85M – – –
TCM
494
Towercrest Capital Management
Pennsylvania
$2.85M – – –
GPFA
495
Game Plan Financial Advisors
Ohio
$2.85M -$3.34M -143,816 -54%
OSAM
496
O'Shaughnessy Asset Management
Connecticut
$2.85M -$60.1K -2,156 -2%
LWM
497
Latko Wealth Management
Illinois
$2.84M +$106K +3,819 +4%
AF
498
Amara Financial
California
$2.84M -$27.4K -983 -1%
Renaissance Technologies
499
Renaissance Technologies
New York
$2.83M +$2.83M +101,600 New
IA
500
Integrity Alliance
Iowa
$2.83M +$2.83M +101,598 New
18 19
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