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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 %
WPW
776
Watershed Private Wealth
Illinois
$800K -$5.3K -190 -0.7%
NAMNJ
777
NorthStar Asset Management (New Jersey)
New Jersey
$793K -$3.21K -115 -0.4%
EW
778
Element Wealth
Mississippi
$789K – – –
CIR
779
Clear Investment Research
Georgia
$789K -$9.06K -325 -1%
EHC
780
Everett Harris & Co
California
$788K +$75.2K +2,700 +11%
MW
781
Maia Wealth
Colorado
$785K -$909K -32,413 -54%
CGFA
782
Colton Groome Financial Advisors
North Carolina
$784K -$28.7K -1,030 -4%
LFS
783
Lutz Financial Services
Nebraska
$782K – – –
TWA
784
TCI Wealth Advisors
Arizona
$781K -$5.46K -196 -0.7%
YIH
785
Y-Intercept (HK)
Hong Kong
$780K +$780K +27,985 New
JC
786
Jentner Corp
Ohio
$779K -$323K -11,598 -29%
CA
787
CGN Advisors
Kansas
$777K -$62.6K -2,245 -7%
AOWM
788
Alpha Omega Wealth Management
Virginia
$776K -$7.8K -280 -1%
AP
789
Adero Partners
California
$775K -$15.7K -562 -2%
WA
790
WPG Advisers
Maryland
$772K +$772K +27,683 New
RFA
791
Resurgent Financial Advisors
Georgia
$759K -$30.7K -1,103 -4%
LF
792
LifeSteps Financial
California
$758K +$111 +4 +0%
DBIA
793
Dumont & Blake Investment Advisors
New Jersey
$757K -$5.21K -187 -0.7%
ABC
794
Associated Banc-Corp
Wisconsin
$757K – – –
GA
795
Goldstein Advisors
Wisconsin
$751K -$23.8K -854 -3%
PMFA
796
Plante Moran Financial Advisors
Michigan
$748K -$28 -1 -0%
AWM
797
Accel Wealth Management
Iowa
$747K +$53.3K +1,914 +8%
NCM
798
Northwest Capital Management
Oregon
$740K +$307 +11 +0%
BWA
799
Beam Wealth Advisors
Louisiana
$738K +$738K +26,491 New
SAM
800
Silvercrest Asset Management
New York
$736K -$1.12K -40 -0.2%
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