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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.

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

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$3.49M
2
APP
Avantax Planning Partners
Iowa
$407M
3
SFC
Strategic Financial Concepts
Texas
$630K
4
AIA
Angeles Investment Advisors
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZRP
751
Zynergy Retirement Planning
New Jersey
$637K -$57.2K -2,196 -8%
WFAG
752
Wescott Financial Advisory Group
Pennsylvania
$635K -$85.4K -3,280 -12%
HAS
753
HBW Advisory Services
California
$631K -$158K -6,084 -20%
Russell Investments Group
754
Russell Investments Group
United Kingdom
$630K -$5.63K -216 -0.9%
SFC
755
Strategic Financial Concepts
Texas
$630K -$59.6M -2,286,472 -99%
Members Trust
756
Members Trust
Florida
$629K +$19K +728 +3%
EB
757
Emprise Bank
Kansas
$624K – – –
CWC
758
Carolinas Wealth Consulting
North Carolina
$622K -$10.7K -412 -2%
GKWIM
759
Gerber Kawasaki Wealth & Investment Management
California
$622K +$33.3K +1,280 +6%
Baird Financial Group
760
Baird Financial Group
Wisconsin
$620K -$3.75K -144 -0.6%
LAIC
761
Lederer & Associates Investment Counsel
California
$620K -$114K -4,392 -16%
FRA
762
Front Row Advisors
California
$618K -$14.2K -544 -2%
BCV
763
Banque Cantonale Vaudoise
Switzerland
$613K -$27.3K -1,048 -4%
PFP
764
Pinnacle Financial Partners
Tennessee
$611K – – –
LWA
765
Lantern Wealth Advisors
New York
$609K +$86.5K +3,320 +17%
1832 Asset Management
766
1832 Asset Management
Ontario, Canada
$607K – – –
AWM
767
Aspire Wealth Management
Massachusetts
$607K -$13.1K -504 -2%
SFC
768
SYM Financial Corp
Indiana
$603K -$76.5K -2,936 -11%
LWM
769
Lakeridge Wealth Management
Ohio
$603K +$50K +1,920 +9%
RA
770
Resolute Advisors
California
$602K +$602K +23,128 New
TA
771
TFB Advisors
Kansas
$601K +$40.4K +1,552 +7%
OAM
772
Oppenheimer Asset Management
New York
$597K -$3.75K -144 -0.6%
SC
773
Soundwatch Capital
Connecticut
$595K +$595K +22,832 New
TPWM
774
Twelve Points Wealth Management
Massachusetts
$589K -$138K -5,296 -19%
CAI
775
Capital Advisors Inc
Oklahoma
$589K -$1.56K -60 -0.3%
29 30
31
32 33