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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 %
AF
551
Advisornet Financial
Minnesota
$1.55M -$8.44K -324 -0.5%
HSA
552
HBK Sorce Advisory
Pennsylvania
$1.55M +$39.6K +1,520 +3%
IA
553
Insight Advisors
Pennsylvania
$1.54M -$514K -19,736 -25%
VA
554
Valmark Advisers
Ohio
$1.53M -$297K -11,404 -16%
B
555
Bailard
California
$1.53M – – –
CCA
556
Clearwater Capital Advisors
Illinois
$1.49M – – –
YLHM
557
Yelin Lapidot Holdings Management
Israel
$1.49M -$104K -3,980 -7%
GAA
558
Guardian Asset Advisors
Pennsylvania
$1.48M -$764K -29,452 -34%
NHT
559
New Hampshire Trust
New Hampshire
$1.47M +$232K +8,908 +19%
RIS
560
Retirement Income Solutions
Michigan
$1.46M – – –
TNA
561
True North Advisors
Texas
$1.45M -$23.9K -916 -2%
SWM
562
Segment Wealth Management
Texas
$1.44M -$59.2K -2,272 -4%
AWA
563
Acorn Wealth Advisors
Michigan
$1.43M +$222K +8,516 +18%
MA
564
Modus Advisors
Minnesota
$1.42M -$144K -5,528 -9%
SQA
565
Simon Quick Advisors
New Jersey
$1.42M -$24.2K -928 -2%
RWRC
566
R.W. Roge & Company
New York
$1.41M -$20.9K -804 -1%
AIM
567
AMI Investment Management
Indiana
$1.4M -$21.3K -816 -1%
GWM
568
Gray Wealth Management
Maine
$1.4M -$31K -1,192 -2%
QWP
569
Quotient Wealth Partners
Texas
$1.39M +$725K +27,820 +109%
Goldman Sachs
570
Goldman Sachs
New York
$1.39M -$266K -10,212 -16%
DWM
571
Destination Wealth Management
California
$1.38M -$44.2K -1,696 -3%
SA
572
Strategic Advisors
New York
$1.36M +$298K +11,428 +28%
ONB
573
Old National Bancorp
Indiana
$1.36M – – –
BCP
574
Blackhawk Capital Partners
Wisconsin
$1.34M +$225K +8,632 +20%
JWM
575
JFG Wealth Management
Colorado
$1.34M +$2.81K +108 +0.2%
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