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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 %
PCMC
776
Planning Capital Management Corporation
Pennsylvania
$587K +$729 +28 +0.1%
SIA
777
Soltis Investment Advisors
Utah
$587K -$17.6K -676 -3%
EK
778
Evensky & Katz
Florida
$586K – – –
AIA
779
Accelerate Investment Advisors
California
$584K +$584K +22,428 New
RWM
780
RBA Wealth Management
California
$581K +$10.5K +404 +2%
PTC
781
Private Trust Company
Ohio
$578K +$140K +5,360 +32%
HI
782
Hoey Investments
Pennsylvania
$572K – – –
MAS
783
Meeder Advisory Services
Ohio
$571K +$571K +21,932 New
FWTB
784
First Western Trust Bank
Colorado
$571K – – –
GG
785
Greenwood Gearhart
Arkansas
$569K +$2.81K +108 +0.5%
SCM
786
SOL Capital Management
Maryland
$567K -$7.82K -300 -1%
SFG
787
Synergy Financial Group
California
$567K -$417 -16 -0.1%
PCM
788
Pennsylvania Capital Management
Pennsylvania
$564K +$521 +20 +0.1%
Wealthfront Advisers
789
Wealthfront Advisers
California
$560K +$341K +13,084 +155%
BC
790
Burney Company
Virginia
$558K – – –
WBC
791
West Branch Capital
Massachusetts
$555K +$1.15K +44 +0.2%
FMII
792
Farmers & Merchants Investments Inc
Nebraska
$555K – – –
EFP
793
Elser Financial Planning
Indiana
$552K +$552K +21,184 New
SA
794
SRH Advisors
Kansas
$551K – – –
NIWA
795
New Insight Wealth Advisors
California
$548K +$35.6K +1,368 +7%
GWMR
796
GC Wealth Management RIA
Massachusetts
$547K +$301K +11,552 +122%
MWM
797
MBE Wealth Management
Wisconsin
$539K +$625 +24 +0.1%
AFA
798
Atlas Financial Advisors
California
$539K +$55.6K +2,136 +12%
PIA
799
Pinion Investment Advisors
Kansas
$536K +$521 +20 +0.1%
CWM
800
Cabot Wealth Management
Massachusetts
$536K -$208 -8 -0%
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