SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,221 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, 429 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+45
Holders Change %
+3.83%
% of All Funds
17.66%
Holding in Top 10
187
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.09%
% of All Funds
2.7%
New
111
Increased
502
Reduced
429
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 %
OFS
726
OMC Financial Services
New York
$724K -$3.02K -120 -0.4%
SP
727
Stonebrook Private
Michigan
$720K +$126K +4,856 +21%
DBIA
728
Dumont & Blake Investment Advisors
New Jersey
$712K -$710K -27,264 -50%
LF
729
LifeSteps Financial
California
$708K +$2.29K +88 +0.3%
ABC
730
Associated Banc-Corp
Wisconsin
$707K – – –
PMFA
731
Plante Moran Financial Advisors
Michigan
$700K +$138K +5,280 +24%
PIMG
732
Patriot Investment Management Group
Tennessee
$697K -$31.7K -1,216 -4%
OSAM
733
O'Shaughnessy Asset Management
Connecticut
$695K -$12.6K -1,888 -2%
OC
734
Oarsman Capital
Wisconsin
$692K -$69.2K -2,656 -9%
NCM
735
Northwest Capital Management
Oregon
$692K +$729 +28 +0.1%
FEM
736
Fulcrum Equity Management
Texas
$690K +$18.9K +724 +3%
SAM
737
Silvercrest Asset Management
New York
$689K – – –
WA
738
WESPAC Advisors
California
$687K -$757K -29,064 -52%
EHC
739
Everett Harris & Co
California
$666K +$7.29K +280 +1%
DLCIG
740
D.L. Carlson Investment Group
New Hampshire
$665K +$130K +5,004 +24%
OAJ
741
Ogorek Anthony Joseph
New York
$661K +$18.5K +712 +3%
CGA
742
Crescent Grove Advisors
Illinois
$661K +$1.25K +48 +0.2%
RA
743
Ruggaard & Associates
Ohio
$658K – – –
WP
744
WealthPLAN Partners
Nebraska
$657K +$50.8K +1,952 +8%
NP
745
NorthRock Partners
Minnesota
$651K +$72.5K +2,784 +13%
AWM
746
Accel Wealth Management
Iowa
$648K +$134K +5,156 +26%
EA
747
Ergawealth Advisors
Illinois
$646K -$3.13K -120 -0.5%
Kovitz Investment Group Partners
748
Kovitz Investment Group Partners
Illinois
$646K +$11.2K +496 +2%
SA
749
SpiderRock Advisors
Delaware
$641K -$50.4K -1,936 -7%
D.E. Shaw & Co
750
D.E. Shaw & Co
New York
$640K +$640K +24,576 New
28 29
30
31 32