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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 %
WI
676
Westbourne Investments
Virginia
$1.17M +$1.17M +41,832 New
GC
677
Gilbert & Cook
Iowa
$1.17M -$17.4K -626 -1%
REMPR
678
Roof Eidam Maycock Peralta (REMP)
California
$1.14M +$79.2K +2,841 +7%
SEIA
679
Signature Estate & Investment Advisors
California
$1.14M +$127K +4,547 +12%
IA
680
Insight Advisors
Pennsylvania
$1.14M -$523K -18,574 -31%
WG
681
Wealth Group
North Carolina
$1.14M +$329K +11,805 +41%
CCB
682
Cutter & Co Brokerage
Missouri
$1.13M +$1.25K +45 +0.1%
AC
683
Apella Capital
Connecticut
$1.13M +$49.5K +1,776 +5%
RFN
684
Redwood Financial Network
Ohio
$1.13M +$77K +2,761 +7%
UAG
685
United Advisor Group
Ohio
$1.12M +$549K +19,709 +96%
VFA
686
Valeo Financial Advisors
Indiana
$1.12M -$185K -6,645 -14%
HC
687
Hoese & Co
Minnesota
$1.11M -$121K -4,350 -10%
SIS
688
Strategic Investment Solutions
Illinois
$1.11M -$8.78K -315 -0.8%
AA
689
Apriem Advisors
California
$1.1M -$22.6K -810 -2%
CWG
690
Cornerstone Wealth Group
North Carolina
$1.09M +$418 +15 +0%
SWP
691
Sagespring Wealth Partners
Tennessee
$1.08M +$1.08M +38,913 New
BSCCG
692
Blue Sky Capital Consultants Group
California
$1.08M +$1.08M +38,584 New
CCA
693
Clearwater Capital Advisors
Illinois
$1.07M -$524K -18,806 -33%
AMG
694
Asset Management Group
Connecticut
$1.06M -$9.7K -348 -0.9%
CB
695
Commerce Bank
Missouri
$1.06M -$26.4K -947 -2%
AWM
696
Axxcess Wealth Management
California
$1.06M +$233K +8,348 +28%
AWM
697
Aprio Wealth Management
Georgia
$1.05M +$6.44K +231 +0.6%
WIC
698
Woodmont Investment Counsel
Tennessee
$1.05M -$17.8K -640 -2%
CCC
699
Compass Capital Corp
Massachusetts
$1.04M +$1.04M +37,467 New
SFG
700
Sunburst Financial Group
Alabama
$1.04M -$9.45K -339 -0.9%
26 27
28
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