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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 %
Baird Financial Group
751
Baird Financial Group
Wisconsin
$863K +$200K +7,168 +30%
TWCA
752
Two West Capital Advisors
Kansas
$861K -$41.9K -1,505 -5%
ST
753
Sabal Trust
Florida
$854K -$145K -5,200 -15%
FAG
754
Fortitude Advisory Group
Washington
$850K +$139 +5 +0%
Fisher Asset Management
755
Fisher Asset Management
Washington
$846K +$62.2K +2,233 +8%
IF
756
Intrua Financial
Texas
$845K -$114K -4,098 -12%
PVI
757
Pine Valley Investments
New Jersey
$842K +$459K +16,476 +120%
QCM
758
Quantinno Capital Management
New York
$840K +$397K +14,229 +89%
DWM
759
DecisionMap Wealth Management
Virginia
$836K +$836K +29,992 New
NB
760
NBT Bank
New York
$836K +$2.31K +83 +0.3%
WAG
761
Windsor Advisory Group
Ohio
$834K +$19.8K +710 +2%
CC
762
Callan Capital
California
$829K +$334 +12 +0%
LJAC
763
L.J. Altfest & Co
New York
$826K -$4.74K -170 -0.6%
SPL
764
Smart Portfolios LLC
Washington
$825K +$1.39K +50 +0.2%
SWM
765
SpringVest Wealth Management
Texas
$823K +$823K +29,521 New
FWCM
766
Ferguson Wellman Capital Management
Oregon
$821K -$2.01K -72 -0.2%
SP
767
Stonebrook Private
Michigan
$814K +$43.9K +1,574 +6%
OFS
768
OMC Financial Services
New York
$814K +$12.9K +463 +2%
RB
769
Renasant Bank
Mississippi
$812K -$988K -35,456 -55%
MWM
770
Mission Wealth Management
California
$812K +$139 +5 +0%
AAS
771
Annex Advisory Services
Wisconsin
$811K +$472K +16,922 +139%
CCA
772
Clarity Capital Advisors
Florida
$808K +$920 +33 +0.1%
BOSSRA
773
B.O.S.S. Retirement Advisors
Utah
$808K +$808K +28,993 New
DFG
774
Delta Financial Group
New Jersey
$805K +$805K +28,867 New
IF
775
Integrity Financial
Wyoming
$804K +$23.3K +835 +3%
29 30
31
32 33