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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.

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
1
Envestnet Asset Management
Illinois
$1.14B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$127M
3
MG
3
Mather Group
Illinois
$1.02B
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$122M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$3.49M
2
APP
2
Avantax Planning Partners
Iowa
$407M
3
SFC
3
Strategic Financial Concepts
Texas
$630K
4
AIA
4
Angeles Investment Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$216M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$54.8M 526,282 -4,655 -0.9%
MCM
52
MAI Capital Management
Ohio
$54.1M 518,973 +550 +0.1%
BFG
53
Berger Financial Group
Minnesota
$52.1M 499,965 +34,325 +7%
FCI
54
Financial Counselors Inc
Kansas
$51.4M 493,355 -4,024 -0.8%
PCIA
55
Prime Capital Investment Advisors
Kansas
$51.4M 493,267 -25,084 -5%
KLI
56
Kelman-Lazarov Inc
Tennessee
$51.1M 490,976 +7,252 +1%
NFG
57
Nadler Financial Group
Illinois
$50.6M 485,658 +4,343 +0.9%
NCMW
58
Northern Capital Management (Washington)
Washington
$50.4M 483,535 -3,365 -0.7%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$50.3M 482,350 +8,486 +2%
GAM
60
Gemmer Asset Management
California
$48.9M 469,636 -3,689 -0.8%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$48.9M 469,215 +232,623 +98%
FC
62
Forte Capital
New York
$48.8M 468,109 +3,428 +0.7%
DWM
63
Dechtman Wealth Management
Colorado
$48.2M 462,526 -53,052 -10%
Creative Planning
64
Creative Planning
Kansas
$48M 461,208 -12,160 -3%
FMP
65
Financial Management Professionals
Texas
$47.2M 452,746 -54,814 -11%
Two Sigma Investments
66
Two Sigma Investments
New York
$46.8M 449,500 +342,900 +322%
AWM
67
Angeles Wealth Management
California
$46.6M 447,160 +52,135 +13%
BFS
68
Burkett Financial Services
South Carolina
$46.5M 446,078 -16,932 -4%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$46M 441,425 -537 -0.1%
UBS Group
70
UBS Group
Switzerland
$45.8M 439,232 -3,980 -0.9%
TWM
71
Tradition Wealth Management
Minnesota
$43.6M 418,306 +993 +0.2%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$42.7M 409,453 +8,359 +2%
Stifel Financial
73
Stifel Financial
Missouri
$42.6M 408,463 +14,764 +4%
PAS
74
Park Avenue Securities
New York
$41.9M 402,589 +33,340 +9%
ACM
75
Advance Capital Management
Michigan
$41.6M 399,237 -105,889 -21%
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