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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 %
KFGK
526
Keystone Financial Group (Kentucky)
Kentucky
$1.88M +$1.88M +72,284 New
PWMG
527
Prestige Wealth Management Group
New Jersey
$1.85M -$23.3K -896 -1%
AWE
528
Avidian Wealth Enterprises
Texas
$1.85M +$27.4K +1,052 +2%
PJSIMP
529
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.84M +$175K +6,704 +10%
BBPWM
530
Blue Bell Private Wealth Management
Pennsylvania
$1.84M -$2.5K -96 -0.1%
IAP
531
Indie Asset Partners
Indiana
$1.81M +$475K +18,256 +36%
SIAG
532
Signet Investment Advisory Group
Rhode Island
$1.79M -$68.6K -2,632 -4%
RF
533
RHS Financial
California
$1.79M -$18K -692 -1%
Bank of Montreal
534
Bank of Montreal
Ontario, Canada
$1.78M +$832K +32,104 +87%
VFIC
535
Valley Forge Investment Consultants
Pennsylvania
$1.78M -$3.75K -144 -0.2%
AP
536
Appleton Partners
Massachusetts
$1.76M -$2.61K -100 -0.1%
LCM
537
Logan Capital Management
Pennsylvania
$1.75M -$31.6K -1,212 -2%
CIAS
538
Capital Investment Advisory Services
North Carolina
$1.73M -$14.8K -568 -0.8%
NL
539
NWAM LLC
Washington
$1.72M +$1.72M +66,084 New
LAS
540
Lloyd Advisory Services
Georgia
$1.72M -$170K -6,516 -9%
NEPWA
541
New England Private Wealth Advisors
Massachusetts
$1.71M -$319K -12,244 -16%
CS
542
Crescent Sterling
Louisiana
$1.71M -$395K -15,168 -19%
RB
543
Renasant Bank
Mississippi
$1.68M -$648K -24,868 -28%
GWWM
544
Great Waters Wealth Management
Minnesota
$1.67M -$56.5K -2,168 -3%
IC
545
IEQ Capital
California
$1.66M +$833 +32 +0.1%
HA
546
Herold Advisors
New York
$1.66M +$59.4K +2,280 +4%
PCMC
547
Private Capital Management (Colorado)
Colorado
$1.64M -$113K -4,340 -6%
S
548
Sachetta
Massachusetts
$1.62M +$454K +17,432 +39%
CFO
549
Custos Family Office
Texas
$1.6M -$73.8K -2,832 -4%
RWM
550
Revisor Wealth Management
Ohio
$1.57M -$61.2K -2,348 -4%
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