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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 %
Natixis Advisors
576
Natixis Advisors
Massachusetts
$1.94M -$45.9K -1,646 -2%
AP
577
Appleton Partners
Massachusetts
$1.93M +$48.9K +1,755 +3%
SIAG
578
Signet Investment Advisory Group
Rhode Island
$1.92M -$167 -6 -0%
OPAM
579
Ocean Park Asset Management
California
$1.92M +$1.92M +68,883 New
Bank of Montreal
580
Bank of Montreal
Ontario, Canada
$1.91M -$11.3K -406 -0.6%
HWA
581
HMV Wealth Advisors
Louisiana
$1.9M +$1.9M +68,126 New
NHT
582
New Hampshire Trust
New Hampshire
$1.9M +$320K +11,479 +20%
Jane Street
583
Jane Street
New York
$1.89M +$1.66M +59,582 +718%
MFF
584
Michels Family Financial
Texas
$1.88M +$1.88M +67,359 New
LCM
585
Logan Capital Management
Pennsylvania
$1.87M – – –
PFA
586
Petra Financial Advisors
Colorado
$1.87M -$197K -7,051 -10%
LAS
587
Lloyd Advisory Services
Georgia
$1.86M +$21K +752 +1%
CS
588
Crescent Sterling
Louisiana
$1.85M +$23.8K +855 +1%
WA
589
WESPAC Advisors
California
$1.84M +$1.11M +39,794 +151%
RWP
590
RWA Wealth Partners
Massachusetts
$1.84M +$567K +20,331 +45%
NEPWA
591
New England Private Wealth Advisors
Massachusetts
$1.83M +$84 +3 +0%
HA
592
Herold Advisors
New York
$1.83M +$61.8K +2,216 +3%
KFGK
593
Keystone Financial Group (Kentucky)
Kentucky
$1.83M -$187K -6,707 -9%
CIAS
594
Capital Investment Advisory Services
North Carolina
$1.82M -$39.1K -1,403 -2%
CCG
595
Capital CS Group
California
$1.81M +$1.81M +65,031 New
SG
596
StoneX Group
New York
$1.79M +$1.79M +64,132 New
HAS
597
HBW Advisory Services
California
$1.76M +$1.09M +39,082 +161%
MFG
598
Midwest Financial Group
Kansas
$1.75M +$644K +23,095 +58%
IC
599
IEQ Capital
California
$1.73M -$41.9K -1,505 -2%
S
600
Sachetta
Massachusetts
$1.73M -$2.43K -87 -0.1%
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