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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,364 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, 473 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+144
Holders Change %
+11.8%
% of All Funds
18.16%
Holding in Top 10
218
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+17.2%
% of All Funds
2.9%
New
219
Increased
521
Reduced
473
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 %
TI
801
Trexquant Investment
Connecticut
$722K +$722K +25,921 New
SFC
802
Strategic Financial Concepts
Texas
$712K +$38.3K +1,373 +6%
CGA
803
Crescent Grove Advisors
Illinois
$708K +$641 +23 +0.1%
EA
804
Ergawealth Advisors
Illinois
$705K +$13.7K +493 +2%
RA
805
Ruggaard & Associates
Ohio
$705K – – –
CSIC
806
Clifford Swan Investment Counsel
California
$704K -$107K -3,840 -13%
LWA
807
Lantern Wealth Advisors
New York
$703K +$51.5K +1,849 +8%
NP
808
NorthRock Partners
Minnesota
$697K +$139 +5 +0%
BAM
809
Belpointe Asset Management
Nevada
$694K -$2.15M -21,160 -76%
OAJ
810
Ogorek Anthony Joseph
New York
$692K -$15.5K -558 -2%
GC
811
Grimes & Company
Massachusetts
$692K +$692K +24,825 New
CAI
812
Capital Advisors Inc
Oklahoma
$687K +$57K +2,047 +9%
TA
813
TFB Advisors
Kansas
$683K +$40K +1,437 +6%
FEM
814
Fulcrum Equity Management
Texas
$681K -$57.7K -2,071 -8%
OAM
815
Oppenheimer Asset Management
New York
$681K +$42K +1,507 +7%
LRPA
816
L. Roy Papp & Associates
Arizona
$681K -$3.87K -139 -0.6%
AFA
817
Atlas Financial Advisors
California
$678K +$102K +3,643 +18%
Members Trust
818
Members Trust
Florida
$673K – – –
Russell Investments Group
819
Russell Investments Group
United Kingdom
$670K -$3.99K -143 -0.6%
LAIC
820
Lederer & Associates Investment Counsel
California
$667K +$2.87K +103 +0.4%
KPWS
821
Kestra Private Wealth Services
Texas
$667K -$220K -7,877 -25%
CWC
822
Carolinas Wealth Consulting
North Carolina
$666K -$56 -2 -0%
PFP
823
Pinnacle Financial Partners
Tennessee
$666K +$11.8K +425 +2%
PIN
824
Prudent Investors Network
California
$666K +$443K +15,884 +199%
DPI
825
Diversified Portfolios Inc
Michigan
$664K +$664K +23,832 New
31 32
33
34 35