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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 %
SWA
576
Sightline Wealth Advisors
Connecticut
$1.34M +$201K +7,724 +18%
OFG
577
Oxford Financial Group
Indiana
$1.33M -$14.9K -572 -1%
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$1.31M +$102K +3,928 +8%
KP
579
Keel Point
Alabama
$1.31M +$32.8K +1,260 +3%
SNBOSD
580
Security National Bank of So Dak
Iowa
$1.31M -$1.98K -76 -0.2%
AMCA
581
Arthur M. Cohen & Associates
Illinois
$1.3M +$205K +7,968 +19%
IWP
582
Insight Wealth Partners
Texas
$1.29M +$544K +20,900 +73%
Comerica Bank
583
Comerica Bank
Texas
$1.29M -$257K -9,884 -17%
D
584
Diversified
Delaware
$1.28M +$215K +8,248 +20%
DE
585
Diversified Enterprises
Delaware
$1.28M +$1.28M +49,028 New
AWP
586
Atlas Wealth Partners
Pennsylvania
$1.28M +$1.28M +48,992 New
SAG
587
SageView Advisory Group
California
$1.27M -$5.52K -212 -0.4%
WWA
588
WCG Wealth Advisors
Nevada
$1.27M +$1.27M +48,816 New
IRC
589
Investors Research Corp
Georgia
$1.25M +$41.5K +1,592 +3%
FC
590
Fusion Capital
South Carolina
$1.25M -$6.77K -260 -0.5%
MAM
591
Marotta Asset Management
Virginia
$1.24M -$234K -8,976 -16%
PNC Financial Services Group
592
PNC Financial Services Group
Pennsylvania
$1.23M -$76.3K -2,928 -6%
FC
593
Financial Consulate
Maryland
$1.22M +$730K +28,028 +148%
RJT
594
Raymond James Trust
Florida
$1.22M +$119K +4,580 +11%
VFPW
595
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.22M +$1.22M +46,860 New
JCFM
596
JBR Co Financial Management
Oklahoma
$1.22M -$55.8K -2,144 -4%
VFA
597
Valeo Financial Advisors
Indiana
$1.22M +$6.25K +240 +0.5%
MFG
598
Merit Financial Group
Georgia
$1.21M +$380K +14,584 +46%
TFS
599
Thoroughbred Financial Services
Tennessee
$1.2M +$22.2K +852 +2%
OWM
600
OneAscent Wealth Management
Alabama
$1.2M +$1.2M +46,172 New
22 23
24
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