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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 %
GPA
501
Guerra Pan Advisors
New Jersey
$2.12M +$175K +6,700 +9%
AA
502
Axiom Advisory
California
$2.12M +$40.9K +1,628 +2%
MC
503
Montag & Caldwell
Georgia
$2.12M -$234K -8,968 -10%
FTUS
504
Flow Traders U.S.
New York
$2.12M +$766K +29,412 +57%
AQR Capital Management
505
AQR Capital Management
Connecticut
$2.12M +$1.23M +47,308 +139%
RSWA
506
Robinson Smith Wealth Advisors
Maine
$2.07M +$290K +11,132 +16%
SCA
507
Snowden Capital Advisors
New York
$2.06M -$53.1K -2,040 -3%
GHA
508
GW Henssler & Associates
Georgia
$2.05M +$10.4K +400 +0.5%
LPAM
509
Lodestar Private Asset Management
California
$2.05M -$93.6K -3,592 -4%
CHA
510
Carmichael Hill & Associates
Maryland
$2.04M -$625 -24 -0%
PFBT
511
Parkside Financial Bank & Trust
Missouri
$2.02M +$197K +7,580 +11%
Marshall Wace
512
Marshall Wace
United Kingdom
$2.02M -$5.51M -211,628 -73%
BFA
513
Beaumont Financial Advisors
Massachusetts
$2.01M -$181K -6,944 -8%
EWM
514
Empirical Wealth Management
Washington
$2.01M -$78.6K -3,016 -4%
MWP
515
Madison Wealth Partners
Wisconsin
$2.01M +$329K +12,616 +20%
SFWA
516
Summit Financial Wealth Advisors
Louisiana
$2M +$191K +7,320 +11%
DSC
517
Duncker Streett & Co
Missouri
$2M -$26.1K -1,004 -1%
Northern Trust
518
Northern Trust
Illinois
$1.99M +$59.3K +2,276 +3%
RWM
519
Reston Wealth Management
Virginia
$1.96M -$71.6K -2,748 -4%
TC
520
Tenret Company
Florida
$1.95M -$95.8K -3,680 -5%
CHA
521
Cooper/Haims Advisors
New York
$1.95M +$313 +12 +0%
PFA
522
Petra Financial Advisors
Colorado
$1.93M -$41.6K -1,596 -2%
CWM
523
Cornerstone Wealth Management
Missouri
$1.93M -$28K -1,076 -1%
AWA
524
Arkadios Wealth Advisors
Georgia
$1.9M +$1.18M +45,188 +164%
AGC
525
Aspen Grove Capital
Colorado
$1.89M +$104 +4 +0%
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