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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 %
KJWM
601
Kiley Juergens Wealth Management
Washington
$1.2M +$120K +4,612 +11%
AI
602
Accredited Investors
Minnesota
$1.19M +$29.6K +1,136 +3%
PL
603
Plancorp LLC
Missouri
$1.19M -$6.77K -260 -0.6%
RWP
604
RWA Wealth Partners
Massachusetts
$1.19M +$207K +7,932 +21%
FA
605
FSA Advisors
Michigan
$1.17M -$128K -5,008 -10%
TRCT
606
Tower Research Capital (TRC)
New York
$1.15M +$1.15M +44,224 +55,280%
HC
607
Hoese & Co
Minnesota
$1.15M -$115K -4,400 -9%
HF
608
Halpern Financial
Virginia
$1.14M – – –
CWM
609
Cedar Wealth Management
California
$1.14M +$65.9K +2,532 +6%
AA
610
Ancora Advisors
Ohio
$1.14M -$10.6K -408 -0.9%
TIAA Trust, National Association
611
TIAA Trust, National Association
North Carolina
$1.13M -$11.5K -440 -1%
TA
612
TrueWealth Advisors
Alabama
$1.13M -$2.29K -88 -0.2%
WC
613
Waterloo Capital
Texas
$1.11M +$2.08K +80 +0.2%
GC
614
Gilbert & Cook
Iowa
$1.11M – – –
Pathstone Holdings
615
Pathstone Holdings
New Jersey
$1.1M -$52.2K -2,004 -5%
PCMN
616
Paradigm Capital Management (Nevada)
Nevada
$1.1M +$1.1M +42,180 New
Brown Advisory
617
Brown Advisory
Maryland
$1.1M +$36.7K +1,408 +3%
CAWM
618
Capital Advisors Wealth Management
Washington
$1.1M +$61.2K +2,348 +6%
CIA
619
Capital Investment Advisors
Georgia
$1.09M +$276K +10,600 +34%
SA
620
Stewardship Advisors
Pennsylvania
$1.08M +$768K +29,472 +243%
ACA
621
Aspire Capital Advisors
Washington
$1.06M +$1.06M +40,652 New
CCB
622
Cutter & Co Brokerage
Missouri
$1.05M +$2.19K +84 +0.2%
AA
623
Apriem Advisors
California
$1.05M -$24.9K -956 -2%
SIS
624
Strategic Investment Solutions
Illinois
$1.04M +$533K +20,476 +104%
EAM
625
Everstar Asset Management
North Carolina
$1.04M +$1.04M +40,100 New
23 24
25
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