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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 %
ICM
701
Islay Capital Management
Texas
$1.04M – – –
EWM
702
Evercore Wealth Management
New York
$1.03M -$68.2K -2,448 -6%
FSA
703
Fort Sheridan Advisors
Illinois
$1.03M +$93.9K +3,369 +10%
FFA
704
Fi3 Financial Advisors
Indiana
$1.03M -$2.45K -88 -0.2%
CAM
705
Cozad Asset Management
Illinois
$1.03M -$71.2K -2,555 -6%
KJWM
706
Kiley Juergens Wealth Management
Washington
$1.02M -$263K -9,419 -20%
QPWM
707
Quadrant Private Wealth Management
Pennsylvania
$1M +$106K +3,809 +12%
SFG
708
SevenBridge Financial Group
Pennsylvania
$1M -$2.62M -91,834 -72%
NW
709
NewEdge Wealth
Pennsylvania
$1M – – –
HL
710
HeadInvest LLC
Maine
$997K +$89.9K +3,225 +10%
SFG
711
Sovereign Financial Group
Connecticut
$995K +$3.26K +117 +0.3%
PCI
712
Planning Center Inc
Illinois
$981K +$4.71K +169 +0.5%
FWA
713
Flagship Wealth Advisors
Massachusetts
$979K +$979K +35,112 New
Citadel Advisors
714
Citadel Advisors
Florida
$976K -$2.35M -84,458 -71%
KFA
715
Kelleher Financial Advisors
New York
$968K – – –
SFS
716
Summit Financial Strategies
Ohio
$963K +$502 +18 +0.1%
MA
717
MONECO Advisors
Connecticut
$959K +$462K +16,575 +93%
RMA
718
Roffman Miller Associates
Pennsylvania
$959K -$81K -2,908 -8%
UB
719
UMB Bank
Missouri
$950K -$12.4K -446 -1%
Qube Research & Technologies (QRT)
720
Qube Research & Technologies (QRT)
United Kingdom
$948K +$772K +27,692 +437%
FLA
721
Financial Life Advisors
Texas
$947K -$334 -12 -0%
CG
722
Cynosure Group
Utah
$943K +$251 +9 +0%
PA
723
Parallel Advisors
California
$932K +$125K +4,474 +15%
IA
724
IFG Advisory
Georgia
$931K +$931K +33,406 New
APW
725
Aurora Private Wealth
New Jersey
$931K +$43K +1,544 +5%
27 28
29
30 31