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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 %
SAM
626
SignalPoint Asset Management
Missouri
$1.04M +$56.7K +2,188 +6%
MFG
627
Midwest Financial Group
Kansas
$1.04M +$62.1K +2,384 +6%
EWM
628
Evercore Wealth Management
New York
$1.03M -$2.12M -81,560 -67%
JC
629
Jentner Corp
Ohio
$1.03M -$82K -3,148 -7%
JIR
630
James Investment Research
Ohio
$1.03M +$5.73K +220 +0.6%
CAM
631
Cozad Asset Management
Illinois
$1.02M -$206K -7,900 -17%
KCM
632
Kathmere Capital Management
Pennsylvania
$1.02M -$13K -500 -1%
CWG
633
Cornerstone Wealth Group
North Carolina
$1.02M +$104 +4 +0%
CB
634
Commerce Bank
Missouri
$1.02M – – –
AMG
635
Asset Management Group
Connecticut
$1M +$2.19K +84 +0.2%
WIC
636
Woodmont Investment Counsel
Tennessee
$998K +$15.6K +600 +2%
REMPR
637
Roof Eidam Maycock Peralta (REMP)
California
$996K – – –
AC
638
Apella Capital
Connecticut
$996K – – –
JSL
639
JT Stratford LLC
Georgia
$989K +$447K +17,160 +82%
PFS
640
Prospera Financial Services
Texas
$985K +$136K +5,236 +16%
RFN
641
Redwood Financial Network
Ohio
$983K +$67.9K +2,608 +7%
SCTC
642
Sanibel Captiva Trust Company
Florida
$982K – – –
SFG
643
Sunburst Financial Group
Alabama
$982K -$5.52K -212 -0.6%
SWM
644
Spire Wealth Management
Virginia
$979K +$363K +13,944 +59%
AWM
645
Aprio Wealth Management
Georgia
$976K – – –
CS
646
Capital Square
Tennessee
$973K +$14.8K +568 +2%
ICM
647
Islay Capital Management
Texas
$973K – – –
RMA
648
Roffman Miller Associates
Pennsylvania
$972K -$38.7K -1,484 -4%
MPCA
649
Madison Park Capital Advisors
Washington
$968K +$33.1K +1,272 +4%
FFA
650
Fi3 Financial Advisors
Indiana
$961K +$961K +36,888 New
24 25
26
27 28