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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 %
ACM
801
AlphaStar Capital Management
North Carolina
$534K +$534K +20,500 New
UAG
802
United Advisor Group
Ohio
$533K -$416K -15,964 -44%
SC
803
Scotia Capital
Ontario, Canada
$531K -$29K -1,112 -5%
BAWC
804
Boyce & Associates Wealth Consulting
Texas
$529K +$11.4K +436 +2%
GCM
805
Gallacher Capital Management
Colorado
$529K +$1.04K +40 +0.2%
SW
806
SMART Wealth
Nebraska
$529K +$28.9K +1,108 +6%
OL
807
Owen LaRue
Kentucky
$524K -$89.9K -3,452 -15%
WP
808
Westmount Partners
California
$524K +$313 +12 +0.1%
CA
809
Calton & Associates
Florida
$522K +$522K +20,036 New
TPW
810
Tiller Private Wealth
Pennsylvania
$521K – – –
NG
811
NWK Group
California
$521K – – –
TI
812
Truepoint Inc
Ohio
$517K +$130K +5,008 +34%
PGAM
813
Princeton Global Asset Management
New Jersey
$516K +$44.3K +1,700 +9%
WFA
814
WMG Financial Advisors
Tennessee
$515K +$20.8K +800 +4%
BDFN
815
Bond & Devick Financial Network
Minnesota
$514K – – –
PFA
816
Pure Financial Advisors
California
$504K +$22K +844 +5%
FHA
817
Flagship Harbor Advisors
Massachusetts
$504K +$504K +19,348 New
VAS
818
Valicenti Advisory Services
New York
$503K +$16.7K +640 +3%
RC
819
Roundview Capital
New Jersey
$499K – – –
AIM
820
Avity Investment Management
Connecticut
$498K +$104 +4 +0%
CPSAC
821
Chas P. Smith & Associates (CPS)
Florida
$495K – – –
GCIM
822
Gunn & Company Investment Management
Florida
$495K – – –
IWA
823
IVC Wealth Advisors
Pennsylvania
$492K – – –
MW
824
Marcum Wealth
Ohio
$488K -$192K -7,372 -28%
BFG
825
Beacon Financial Group
Texas
$487K -$96.7K -3,712 -17%
31 32
33
34 35