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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 %
TVM
526
True Vision MN
Minnesota
$2.53M -$103K -3,694 -4%
MPM
527
Meritage Portfolio Management
Kansas
$2.52M +$55.5K +1,990 +2%
BWMG
528
Barnes Wealth Management Group
California
$2.52M +$2.52M +90,538 New
NF
529
Nikulski Financial
Iowa
$2.49M +$2.49M +89,426 New
SCA
530
Scott Capital Advisors
Oregon
$2.46M +$23.7K +856 +1%
FA
531
FC Advisory
Pennsylvania
$2.43M -$49.4K -1,773 -2%
KC
532
Kades & Cheifetz
Pennsylvania
$2.42M -$4.29K -154 -0.2%
SMA
533
Sage Mountain Advisors
Georgia
$2.4M – – –
RWM
534
Reston Wealth Management
Virginia
$2.36M +$272K +9,777 +13%
MF
535
Montis Financial
Massachusetts
$2.33M +$2.33M +83,721 New
HC
536
Hurley Capital
New York
$2.33M +$2.33M +82,108 New
MWP
537
Madison Wealth Partners
Wisconsin
$2.32M +$172K +6,187 +8%
RSWA
538
Robinson Smith Wealth Advisors
Maine
$2.31M +$95.4K +3,423 +4%
CSWM
539
Cassady Schiller Wealth Management
Ohio
$2.28M +$111 +4 +0%
WFS
540
WealthGarden F.S.
California
$2.28M -$70.8K -2,541 -3%
EWM
541
Empirical Wealth Management
Washington
$2.28M +$124K +4,451 +6%
MC
542
Montag & Caldwell
Georgia
$2.25M -$16.2K -583 -0.7%
HPFG
543
Hart & Patterson Financial Group
Massachusetts
$2.23M -$47K -1,688 -2%
LPAM
544
Lodestar Private Asset Management
California
$2.22M +$35K +1,255 +2%
SWM
545
Sculati Wealth Management
Michigan
$2.19M -$239K -8,583 -10%
T
546
Transce3nd
Texas
$2.18M +$2.18M +78,249 New
SNWA
547
Siligmueller & Norvid Wealth Advisors
Illinois
$2.18M +$2.18M +78,166 New
SA
548
Strategic Advocates
Utah
$2.17M -$935K -33,546 -30%
CWM
549
Cornerstone Wealth Management
Missouri
$2.16M +$100K +3,594 +5%
PFBT
550
Parkside Financial Bank & Trust
Missouri
$2.16M – – –
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