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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,220 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, 428 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+45
Holders Change %
+3.83%
% of All Funds
17.65%
Holding in Top 10
186
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.11%
% of All Funds
2.69%
New
111
Increased
502
Reduced
428
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 %
SEIA
651
Signature Estate & Investment Advisors
California
$949K +$123K +4,728 +15%
NW
652
NewEdge Wealth
Pennsylvania
$936K – – –
ST
653
Sabal Trust
Florida
$934K – – –
CCM
654
Colorado Capital Management
Colorado
$933K +$834 +32 +0.1%
STA
655
Summit Trail Advisors
New York
$927K +$927K +35,608 New
SFG
656
Sovereign Financial Group
Connecticut
$927K -$267K -10,264 -22%
AC
657
AlphaCore Capital
California
$927K +$77.9K +2,992 +9%
PCI
658
Planning Center Inc
Illinois
$912K +$417 +16 +0%
BWA
659
Burt Wealth Advisors
Maryland
$908K – – –
KFA
660
Kelleher Financial Advisors
New York
$904K – – –
NCFG
661
New Century Financial Group
New Jersey
$904K +$134K +5,148 +17%
UB
662
UMB Bank
Missouri
$900K -$176K -6,768 -16%
SFS
663
Summit Financial Strategies
Ohio
$899K +$6.88K +264 +0.8%
CSPAM
664
Cary Street Partners Asset Management
Virginia
$898K -$28.4K -1,092 -3%
IF
665
Intrua Financial
Texas
$897K -$956K -36,720 -52%
FLA
666
Financial Life Advisors
Texas
$885K -$521 -20 -0.1%
SFG
667
SevenBridge Financial Group
Pennsylvania
$883K +$648K +93,180 +276%
CWM
668
Castle Wealth Management
Florida
$883K – – –
CG
669
Cynosure Group
Utah
$881K -$92.6K -3,556 -10%
FSA
670
Financial Sense Advisors
California
$881K +$20.8K +800 +2%
FSA
671
Fort Sheridan Advisors
Illinois
$874K +$263K +10,112 +43%
EL
672
Essex LLC
Illinois
$870K -$30.7K -1,180 -3%
KIA
673
KCM Investment Advisors
California
$867K +$38.3K +1,472 +5%
BPWM
674
Badgley Phelps Wealth Managers
Washington
$867K +$60.3K +2,316 +7%
RZH
675
Relyea Zuckerberg Hanson
Connecticut
$861K +$1.25K +48 +0.1%
25 26
27
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