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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 %
CWA
501
Clearview Wealth Advisors
Oregon
$2.81M +$12K +430 +0.4%
BMCM
502
Burns Matteson Capital Management
New York
$2.8M -$62.5K -2,243 -2%
GJIA
503
Glass Jacobson Investment Advisors
Maryland
$2.79M +$27.8K +999 +1%
AC
504
Avant Capital
Louisiana
$2.77M +$2.77M +99,366 New
BL
505
BFSG LLC
California
$2.75M -$2.76K -99 -0.1%
RBWA
506
RFG - Bristol Wealth Advisors
Massachusetts
$2.75M +$2.75M +98,553 New
OPA
507
Old Port Advisors
Maine
$2.71M -$81.1K -2,911 -3%
KWM
508
Kolinsky Wealth Management
New Jersey
$2.71M +$204K +7,306 +8%
AL
509
ACAS LLC
California
$2.69M -$111K -3,898 -4%
ACA
510
Aspire Capital Advisors
Washington
$2.68M +$1.54M +55,428 +136%
SPA
511
Sentinel Pension Advisors
Massachusetts
$2.68M -$431K -15,451 -14%
B
512
Birchbrook
Maine
$2.67M -$99.6K -3,574 -4%
DAS
513
Diversify Advisory Services
Utah
$2.64M -$7.96M -287,414 -75%
AG
514
AmeriFlex Group
Nevada
$2.64M +$2.64M +92,789 New
OWM
515
Orgel Wealth Management
Wisconsin
$2.64M +$161K +5,790 +7%
LFG
516
Larson Financial Group
Missouri
$2.63M -$46.5K -1,668 -2%
DC
517
Davenport & Co
Virginia
$2.63M -$4.52K -162 -0.2%
SFWA
518
Summit Financial Wealth Advisors
Louisiana
$2.62M +$458K +16,269 +21%
HWM
519
Heirloom Wealth Management
Colorado
$2.62M -$265K -9,502 -9%
CWA
520
Crux Wealth Advisors
California
$2.61M +$2.61M +93,571 New
WANY
521
Wealthspire Advisors (New York)
New York
$2.59M +$126K +4,518 +5%
Northern Trust
522
Northern Trust
Illinois
$2.58M +$451K +16,167 +21%
BCA
523
Bay Colony Advisors
Massachusetts
$2.57M +$98.8K +3,544 +4%
TC
524
TFR Capital
Texas
$2.55M +$2.55M +91,511 New
AT
525
American Trust
Kentucky
$2.53M +$2.53M +90,873 New
19 20
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