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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 %
GWWM
601
Great Waters Wealth Management
Minnesota
$1.73M -$54.2K -1,944 -3%
HSA
602
HBK Sorce Advisory
Pennsylvania
$1.73M +$73.6K +2,642 +4%
CFO
603
Custos Family Office
Texas
$1.71M +$1.87K +67 +0.1%
ONB
604
Old National Bancorp
Indiana
$1.7M +$237K +8,504 +16%
QWM
605
Quadcap Wealth Management
Texas
$1.69M +$1.69M +60,749 New
AF
606
Advisornet Financial
Minnesota
$1.67M +$8K +287 +0.5%
MHS
607
M Holdings Securities
Oregon
$1.66M +$1.66M +59,676 New
RA
608
Riversedge Advisors
Delaware
$1.66M +$1.66M +59,544 New
RWM
609
Revisor Wealth Management
Ohio
$1.65M -$41.7K -1,486 -2%
SMC
610
Smith, Moore & Co
Missouri
$1.63M -$818K -29,516 -33%
PCMC
611
Private Capital Management (Colorado)
Colorado
$1.62M -$143K -5,122 -8%
B
612
Bailard
California
$1.61M -$22.3K -800 -1%
JCFM
613
JBR Co Financial Management
Oklahoma
$1.61M +$306K +10,974 +23%
SWA
614
Sightline Wealth Advisors
Connecticut
$1.6M +$168K +6,024 +12%
YLHM
615
Yelin Lapidot Holdings Management
Israel
$1.59M – – –
FC
616
Financial Consulate
Maryland
$1.59M +$278K +9,981 +21%
AWP
617
Atlas Wealth Partners
Pennsylvania
$1.59M +$220K +7,886 +16%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$1.57M +$171K +6,139 +12%
RIS
619
Retirement Income Solutions
Michigan
$1.57M – – –
SWM
620
Segment Wealth Management
Texas
$1.56M +$17.9K +643 +1%
AA
621
Ancora Advisors
Ohio
$1.55M +$329K +11,821 +27%
VFIC
622
Valley Forge Investment Consultants
Pennsylvania
$1.55M -$357K -12,793 -19%
GWM
623
Gray Wealth Management
Maine
$1.54M +$38.4K +1,379 +3%
SQA
624
Simon Quick Advisors
New Jersey
$1.52M -$1.73K -62 -0.1%
QWP
625
Quotient Wealth Partners
Texas
$1.5M +$8K +287 +0.5%
23 24
25
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