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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 %
WAG
701
Windsor Advisory Group
Ohio
$761K -$129K -4,964 -15%
CGFA
702
Colton Groome Financial Advisors
North Carolina
$760K -$95.7K -3,676 -11%
MWM
703
Mission Wealth Management
California
$759K +$208 +8 +0%
CSIC
704
Clifford Swan Investment Counsel
California
$758K – – –
WCM
705
Whitener Capital Management
North Carolina
$757K +$99.1K +3,804 +15%
CCA
706
Clarity Capital Advisors
Florida
$755K +$1.56K +60 +0.2%
PA
707
Parallel Advisors
California
$754K +$13.4K +516 +2%
WG
708
Wealth Group
North Carolina
$754K +$321K +12,316 +74%
WPW
709
Watershed Private Wealth
Illinois
$753K -$1.4M -53,716 -65%
CIP
710
Capital Insight Partners
Arizona
$751K +$117K +4,480 +18%
WPC
711
Wedmont Private Capital
Pennsylvania
$750K +$165K +6,424 +28%
PWS
712
Precision Wealth Strategies
Missouri
$750K -$382K -14,680 -34%
CIR
713
Clear Investment Research
Georgia
$746K – – –
NAMNJ
714
NorthStar Asset Management (New Jersey)
New Jersey
$744K -$6.77K -260 -0.9%
AP
715
Adero Partners
California
$739K – – –
RFA
716
Resurgent Financial Advisors
Georgia
$738K +$60.3K +2,316 +9%
EW
717
Element Wealth
Mississippi
$737K – – –
TWA
718
TCI Wealth Advisors
Arizona
$735K +$180K +6,904 +32%
Fisher Asset Management
719
Fisher Asset Management
Washington
$733K -$393K -15,080 -35%
AOWM
720
Alpha Omega Wealth Management
Virginia
$732K -$78.2K -3,004 -10%
LFS
721
Lutz Financial Services
Nebraska
$731K – – –
IF
722
Integrity Financial
Wyoming
$730K -$25.9K -996 -3%
BAM
723
Belpointe Asset Management
Nevada
$729K +$240K +9,196 +49%
GA
724
Goldstein Advisors
Wisconsin
$724K -$10.4K -400 -1%
OFS
725
OMC Financial Services
New York
$724K -$3.02K -120 -0.4%
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29
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