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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 %
BRWA
551
B. Riley Wealth Advisors
Florida
$2.16M -$217K -7,773 -9%
AWA
552
Acorn Wealth Advisors
Michigan
$2.15M +$626K +22,476 +41%
SCA
553
Snowden Capital Advisors
New York
$2.15M -$47.5K -1,705 -2%
BFA
554
Beaumont Financial Advisors
Massachusetts
$2.15M – – –
TC
555
Tenret Company
Florida
$2.09M – – –
CHA
556
Cooper/Haims Advisors
New York
$2.09M +$56 +2 +0%
SA
557
Strategic Advisors
New York
$2.08M +$624K +22,384 +43%
DSC
558
Duncker Streett & Co
Missouri
$2.08M -$61.2K -2,196 -3%
ACG
559
Allen Capital Group
Nebraska
$2.07M -$213K -7,625 -9%
BA
560
Bristlecone Advisors
Washington
$2.07M -$208K -7,472 -9%
AGC
561
Aspen Grove Capital
Colorado
$2.06M +$40.6K +1,457 +2%
NL
562
NWAM LLC
Washington
$2.03M +$193K +6,912 +10%
SW
563
SVB Wealth
Massachusetts
$2.03M +$2.03M +72,741 New
GHA
564
GW Henssler & Associates
Georgia
$2.02M -$6.19M -59,441 -75%
IAP
565
Indie Asset Partners
Indiana
$2.01M +$75.1K +2,695 +4%
AWA
566
Arkadios Wealth Advisors
Georgia
$2.01M -$18.9K -677 -0.9%
FPL
567
Fortress Private Ledger
North Carolina
$1.99M +$1.99M +71,461 New
PWMG
568
Prestige Wealth Management Group
New Jersey
$1.98M -$920 -33 -0%
ETC
569
Exchange Traded Concepts
Oklahoma
$1.97M +$1.97M +70,851 New
AWE
570
Avidian Wealth Enterprises
Texas
$1.97M -$279 -10 -0%
PJSIMP
571
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.97M +$2.59K +93 +0.1%
BBPWM
572
Blue Bell Private Wealth Management
Pennsylvania
$1.96M -$8.58K -308 -0.4%
RF
573
RHS Financial
California
$1.95M +$30.9K +1,109 +2%
CM
574
Columbus Macro
Pennsylvania
$1.94M +$1.7M +61,107 +709%
PWS
575
Precision Wealth Strategies
Missouri
$1.94M +$1.14M +40,934 +142%
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