SCHG icon

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 %
CWM
726
Castle Wealth Management
Florida
$929K -$15.7K -565 -2%
KIA
727
KCM Investment Advisors
California
$928K +$28 +1 +0%
SFS
728
Sowell Financial Services
Arkansas
$927K +$927K +33,275 New
AWM
729
Abound Wealth Management
Tennessee
$925K +$6.52K +234 +0.7%
RZH
730
Relyea Zuckerberg Hanson
Connecticut
$922K +$641 +23 +0.1%
WCM
731
Whitener Capital Management
North Carolina
$920K +$109K +3,920 +13%
BWA
732
Burt Wealth Advisors
Maryland
$917K -$54.8K -1,967 -6%
EL
733
Essex LLC
Illinois
$914K -$16.9K -606 -2%
ATI
734
ARK & TLK Investments
Oklahoma
$911K +$28 +1 +0%
BPWM
735
Badgley Phelps Wealth Managers
Washington
$908K -$19.4K -695 -2%
CF
736
Claris Financial
Virginia
$906K +$906K +32,520 New
CCM
737
Colorado Capital Management
Colorado
$904K -$94.3K -3,382 -9%
HWA
738
Hilltop Wealth Advisors
North Carolina
$904K -$4.68K -168 -0.5%
AC
739
AlphaCore Capital
California
$897K -$94.2K -3,379 -9%
RFN
740
RDA Financial Network
Iowa
$896K +$26.5K +952 +3%
BCP
741
Blackhawk Capital Partners
Wisconsin
$885K -$550K -19,752 -38%
SCTC
742
Sanibel Captiva Trust Company
Florida
$884K -$167K -6,000 -16%
LFA
743
Legend Financial Advisors
Pennsylvania
$883K -$31.5K -1,130 -3%
NCFG
744
New Century Financial Group
New Jersey
$874K -$108K -3,826 -11%
TPBG
745
Turning Point Benefit Group
Maryland
$872K +$872K +31,295 New
GI
746
GS Investments
Minnesota
$869K -$10.1K -362 -1%
EAM
747
Everstar Asset Management
North Carolina
$868K -$250K -8,958 -22%
WA
748
Wealth Architects
California
$867K -$25.8K -924 -3%
MTIC
749
Missouri Trust & Investment Company
Missouri
$866K – – –
DWT
750
Dorsey & Whitney Trust
South Dakota
$865K – – –
28 29
30
31 32