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Schwab US Large-Cap Growth ETF
SCHG

1,228 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 110 funds opening new positions, 504 increasing their positions, 434 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 54

51% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $9.4M

16% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 434

7.62% more ownership

Funds ownership: 217.43% → 225.05% (+7.6%)

6% more capital invested

Capital invested by funds: $16.5B → $17.5B (+$994M)

4% more funds holding

Funds holding: 1,185 → 1,228 (+43)

2% less funds holding in top 10

Funds holding in top 10: 192 → 188 (-4)

Holders
1,228
Holders Change
+43
Holders Change %
+3.63%
% of All Funds
17.63%
Holding in Top 10
188
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.08%
% of All Funds
2.7%
New
110
Increased
504
Reduced
434
Closed
54
Calls
$14.2M
Puts
$9.4M
Net Calls
+$4.81M
Net Calls Change
-$1.15M

Top Buyers

Rank Fund Capital Flow
1
MGIA
Moneta Group Investment Advisors
Missouri
+$369M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$96.7M
3
IAIM
International Assets Investment Management
Florida
+$87.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$76.6M
5
MG
Mather Group
Illinois
+$68.9M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$59.3M
2
SFC
Strategic Financial Concepts
Texas
-$57.5M
3
AIA
Angeles Investment Advisors
California
-$55.9M
4
Morgan Stanley
Morgan Stanley
New York
-$51.8M
5
WIA
World Investment Advisors
California
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
776
Resolute Advisors
California
$602K +$582K +23,128 New
TA
777
TFB Advisors
Kansas
$601K +$39.1K +1,552 +7%
OAM
778
Oppenheimer Asset Management
New York
$597K -$3.62K -144 -0.6%
SC
779
Soundwatch Capital
Connecticut
$595K +$575K +22,832 New
TPWM
780
Twelve Points Wealth Management
Massachusetts
$589K -$133K -5,296 -19%
CAI
781
Capital Advisors Inc
Oklahoma
$589K -$1.51K -60 -0.3%
PCMC
782
Planning Capital Management Corporation
Pennsylvania
$587K +$705 +28 +0.1%
SIA
783
Soltis Investment Advisors
Utah
$587K -$17K -676 -3%
EK
784
Evensky & Katz
Florida
$586K – – –
AIA
785
Accelerate Investment Advisors
California
$584K +$564K +22,428 New
RWM
786
RBA Wealth Management
California
$581K +$10.2K +404 +2%
PTC
787
Private Trust Company
Ohio
$578K +$135K +5,360 +32%
HI
788
Hoey Investments
Pennsylvania
$572K – – –
MAS
789
Meeder Advisory Services
Ohio
$571K +$552K +21,932 New
FWTB
790
First Western Trust Bank
Colorado
$571K – – –
GG
791
Greenwood Gearhart
Arkansas
$569K +$2.72K +108 +0.5%
SCM
792
SOL Capital Management
Maryland
$567K -$7.55K -300 -1%
SFG
793
Synergy Financial Group
California
$567K -$403 -16 -0.1%
PCM
794
Pennsylvania Capital Management
Pennsylvania
$564K +$503 +20 +0.1%
Wealthfront Advisers
795
Wealthfront Advisers
California
$560K +$329K +13,084 +155%
BC
796
Burney Company
Virginia
$558K – – –
WBC
797
West Branch Capital
Massachusetts
$555K +$1.11K +44 +0.2%
FMII
798
Farmers & Merchants Investments Inc
Nebraska
$555K – – –
EFP
799
Elser Financial Planning
Indiana
$552K +$533K +21,184 New
SA
800
SRH Advisors
Kansas
$551K – – –
30 31
32
33 34

SCHG Hedge Fund Activity: Q3 2024 in Review

1,228 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2024, worth a combined $17.5B — up 6% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SCHG positions and 54 closed out — a net gain of 56 holders — while 504 added to existing stakes and 434 trimmed.

The largest buyer was Moneta Group Investment Advisors, adding an estimated $369M. The largest seller was Avantax Planning Partners, cutting an estimated $59.3M.

  • 1,228 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2024, up from 1,185 in Q2 2024.
  • Funds reported $17.5B of Schwab US Large-Cap Growth ETF stock for Q3 2024, up 6% quarter-over-quarter.
  • 110 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2024 and 54 closed out, a net change of +56 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q3 2024 was Moneta Group Investment Advisors, an estimated $369M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q3 2024 was Avantax Planning Partners, an estimated $59.3M sold.

Based on aggregated 13F filings for Q3 2024.