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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 %
AIM
626
AMI Investment Management
Indiana
$1.5M -$6.61K -237 -0.4%
TIAA Trust, National Association
627
TIAA Trust, National Association
North Carolina
$1.5M +$284K +10,183 +23%
RWRC
628
R.W. Roge & Company
New York
$1.49M -$25K -899 -2%
MA
629
Modus Advisors
Minnesota
$1.46M -$64.7K -2,322 -4%
MCM
630
MidAtlantic Capital Management
Virginia
$1.46M -$1.79M -64,384 -55%
SWM
631
Spire Wealth Management
Virginia
$1.44M +$396K +14,225 +38%
OFG
632
Oxford Financial Group
Indiana
$1.44M +$15.4K +551 +1%
JWM
633
JFG Wealth Management
Colorado
$1.43M +$1.56K +56 +0.1%
WPC
634
Wedmont Private Capital
Pennsylvania
$1.42M +$616K +22,217 +76%
DWM
635
Destination Wealth Management
California
$1.42M -$55.5K -1,990 -4%
AMCA
636
Arthur M. Cohen & Associates
Illinois
$1.41M – – –
JSL
637
JT Stratford LLC
Georgia
$1.4M +$345K +12,383 +33%
SNBOSD
638
Security National Bank of So Dak
Iowa
$1.4M – – –
IRC
639
Investors Research Corp
Georgia
$1.4M +$52.8K +1,896 +4%
SA
640
Stewardship Advisors
Pennsylvania
$1.39M +$235K +8,428 +20%
Comerica Bank
641
Comerica Bank
Texas
$1.39M +$9.17K +329 +0.7%
GAA
642
Guardian Asset Advisors
Pennsylvania
$1.38M -$200K -7,196 -13%
SAG
643
SageView Advisory Group
California
$1.38M +$18.6K +668 +1%
LA
644
Lindenwold Advisors
Pennsylvania
$1.38M +$1.38M +49,450 New
CIA
645
Capital Investment Advisors
Georgia
$1.38M +$206K +7,409 +18%
JIR
646
James Investment Research
Ohio
$1.36M +$258K +9,261 +23%
KP
647
Keel Point
Alabama
$1.35M -$51.2K -1,837 -4%
PCMN
648
Paradigm Capital Management (Nevada)
Nevada
$1.33M +$150K +5,389 +13%
FA
649
FSA Advisors
Michigan
$1.31M +$34K +1,219 +3%
PNC Financial Services Group
650
PNC Financial Services Group
Pennsylvania
$1.31M -$10.7K -383 -0.8%
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