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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 %
PFS
651
Prospera Financial Services
Texas
$1.3M +$247K +8,860 +23%
DE
652
Diversified Enterprises
Delaware
$1.29M -$73K -2,620 -5%
FC
653
Fusion Capital
South Carolina
$1.27M -$67.2K -2,412 -5%
PL
654
Plancorp LLC
Missouri
$1.27M +$111 +4 +0%
VA
655
Valmark Advisers
Ohio
$1.27M -$367K -13,167 -22%
AI
656
Accredited Investors
Minnesota
$1.27M -$4.91K -176 -0.4%
FWP
657
Forefront Wealth Partners
Texas
$1.27M +$1.27M +45,540 New
MAM
658
Marotta Asset Management
Virginia
$1.27M -$60.5K -2,174 -5%
CAWM
659
Capital Advisors Wealth Management
Washington
$1.25M +$73.5K +2,638 +6%
FA
660
Fermata Advisors
California
$1.24M +$979K +35,122 +373%
IWP
661
Insight Wealth Partners
Texas
$1.24M -$147K -5,267 -11%
ACM
662
Advisors Capital Management
New Jersey
$1.24M +$1.24M +44,380 New
Wealthfront Advisers
663
Wealthfront Advisers
California
$1.22M +$622K +22,323 +104%
TA
664
TrueWealth Advisors
Alabama
$1.21M +$4.93K +177 +0.4%
CS
665
Capital Square
Tennessee
$1.21M +$126K +4,370 +12%
Pathstone Holdings
666
Pathstone Holdings
New Jersey
$1.2M +$20.2K +723 +2%
KCM
667
Kathmere Capital Management
Pennsylvania
$1.19M +$99.8K +3,581 +9%
OFS
668
OneAscent Financial Services
Alabama
$1.18M +$1.18M +42,371 New
KF
669
K2 Financial
California
$1.18M +$1.18M +42,723 New
WWA
670
WCG Wealth Advisors
Nevada
$1.18M -$182K -6,513 -13%
BWM
671
BCS Wealth Management
Tennessee
$1.18M +$1.18M +42,258 New
WC
672
Waterloo Capital
Texas
$1.18M -$6.55K -235 -0.6%
Brown Advisory
673
Brown Advisory
Maryland
$1.17M – – –
SAM
674
SignalPoint Asset Management
Missouri
$1.17M +$52.6K +1,889 +5%
CAP
675
Columbia Advisory Partners
Washington
$1.17M -$3.52M -126,311 -75%
25 26
27
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