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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 %
RZH
676
Relyea Zuckerberg Hanson
Connecticut
$861K +$1.25K +48 +0.1%
AWM
677
Abound Wealth Management
Tennessee
$859K +$15.4K +592 +2%
LFA
678
Legend Financial Advisors
Pennsylvania
$854K – – –
ATI
679
ARK & TLK Investments
Oklahoma
$852K – – –
HWA
680
Hilltop Wealth Advisors
North Carolina
$849K -$116K -4,456 -12%
HL
681
HeadInvest LLC
Maine
$848K -$12.7K -488 -1%
TWCA
682
Two West Capital Advisors
Kansas
$843K +$88.2K +3,388 +12%
ACA
683
Aptus Capital Advisors
Alabama
$840K -$38.3K -5,880 -4%
QPWM
684
Quadrant Private Wealth Management
Pennsylvania
$839K +$111K +4,256 +15%
WA
685
Wealth Architects
California
$835K -$81.5K -3,128 -9%
APW
686
Aurora Private Wealth
New Jersey
$830K +$729 +28 +0.1%
KPWS
687
Kestra Private Wealth Services
Texas
$828K +$198K +7,612 +31%
GI
688
GS Investments
Minnesota
$822K -$77.1K -2,960 -9%
RFN
689
RDA Financial Network
Iowa
$812K -$207K -7,956 -20%
MTIC
690
Missouri Trust & Investment Company
Missouri
$809K -$115K -4,424 -12%
DWT
691
Dorsey & Whitney Trust
South Dakota
$808K – – –
CW
692
CIC Wealth
Maryland
$807K -$43.8K -1,680 -5%
FAG
693
Fortitude Advisory Group
Washington
$794K +$313 +12 +0%
CA
694
CGN Advisors
Kansas
$784K -$6.56K -252 -0.8%
C
695
CEDRUS
Colorado
$782K +$13.1K +504 +2%
NB
696
NBT Bank
New York
$779K -$36K -1,384 -4%
LJAC
697
L.J. Altfest & Co
New York
$776K +$521 +20 +0.1%
CC
698
Callan Capital
California
$774K -$2.5K -96 -0.3%
AWM
699
Axxcess Wealth Management
California
$770K +$120K +4,608 +18%
FWCM
700
Ferguson Wellman Capital Management
Oregon
$769K – – –
26 27
28
29 30