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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,364 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, 473 reducing their positions, and 46 closing their positions.

Holders
1,364
Holders Change
+144
Holders Change %
+11.8%
% of All Funds
18.16%
Holding in Top 10
218
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+17.2%
% of All Funds
2.9%
New
219
Increased
521
Reduced
473
Closed
46
Calls
$8.16M
Puts
$4.22M
Net Calls
+$3.94M
Net Calls Change
-$868K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$56.1B
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$163M
3
LPL Financial
3
LPL Financial
California
$615M
4
Morgan Stanley
4
Morgan Stanley
New York
$305M
5
Lido Advisors
5
Lido Advisors
California
$68.9M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$134M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.11B
3
IAIM
3
International Assets Investment Management
Florida
$542K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$35.6M
5
SWM
5
SK Wealth Management
Rhode Island
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$64.7M -$11.9M -428,415 -16%
DWM
52
Dechtman Wealth Management
Colorado
$63.8M +$12.3M +440,559 +24%
MCM
53
MAI Capital Management
Ohio
$62.4M +$4.5M +161,544 +8%
UCFA
54
United Capital Financial Advisors
Texas
$62.2M -$1.33M -47,645 -2%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61.8M -$607K -21,772 -1%
HWM
56
HRC Wealth Management
Idaho
$60.2M +$1.38M +49,361 +2%
BFG
57
Berger Financial Group
Minnesota
$59.6M +$3.88M +139,311 +7%
OCM
58
One Capital Management
California
$59M +$321K +11,508 +0.5%
AWM
59
Angeles Wealth Management
California
$55.7M +$5.89M +211,344 +12%
FCI
60
Financial Counselors Inc
Kansas
$55.4M +$362K +12,992 +0.7%
NFG
61
Nadler Financial Group
Illinois
$54.9M +$799K +28,679 +1%
NCMW
62
Northern Capital Management (Washington)
Washington
$53.3M -$562K -20,172 -1%
PCIA
63
Prime Capital Investment Advisors
Kansas
$53.1M -$1.88M -67,305 -3%
VWA
64
Visionary Wealth Advisors
Illinois
$53M +$16.1M +577,448 +44%
KLI
65
Kelman-Lazarov Inc
Tennessee
$51.8M -$2.93M -105,209 -5%
FMP
66
Financial Management Professionals
Texas
$51.1M +$669K +23,987 +1%
UBS Group
67
UBS Group
Switzerland
$51M +$2.04M +73,357 +4%
Creative Planning
68
Creative Planning
Kansas
$50.9M -$494K -17,730 -1%
GAM
69
Gemmer Asset Management
California
$50.5M -$1.85M -66,216 -4%
FC
70
Forte Capital
New York
$49.4M -$2.83M -101,606 -5%
FPAS
71
Focus Partners Advisor Solutions
Missouri
$49.2M +$35.1M +1,257,850 +248%
ACM
72
Advance Capital Management
Michigan
$48.9M +$4.41M +158,076 +10%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$48.3M +$2.62M +94,023 +6%
BFS
74
Burkett Financial Services
South Carolina
$47.9M -$1.78M -63,886 -4%
IWC
75
Integrated Wealth Concepts
Massachusetts
$47.9M +$5.24M +187,888 +12%
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