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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 %
KA
826
Klingman & Associates
New York
$485K -$625 -24 -0.1%
FTDI
827
First Trust Direct Indexing
Massachusetts
$485K -$48.8K -1,872 -9%
QP
828
Quartz Partners
New York
$477K +$477K +18,332 New
AFA
829
Alpha Financial Advisors
North Carolina
$476K – – –
WIP
830
WealthCare Investment Partners
Rhode Island
$475K -$27.7K -1,076 -6%
FA
831
Fortis Advisors
Pennsylvania
$475K +$72.8K +2,796 +18%
NSAM
832
North Star Asset Management
Wisconsin
$470K +$33K +1,268 +8%
QC
833
Quadrature Capital
United Kingdom
$467K +$467K +17,936 New
MA
834
MONECO Advisors
Connecticut
$465K -$16.6K -636 -3%
Natixis Advisors
835
Natixis Advisors
Massachusetts
$463K +$42.5K +6,524 +10%
GT
836
Glenview Trust
Kentucky
$462K – – –
CG
837
Caprock Group
Idaho
$458K – – –
AC
838
Annandale Capital
Texas
$454K +$938 +36 +0.2%
Verition Fund Management
839
Verition Fund Management
Connecticut
$453K +$453K +17,412 New
LFA
840
LGT Financial Advisors
Texas
$452K +$3.96K +152 +0.9%
FFO
841
Fiduciary Family Office
Florida
$450K -$154K -5,904 -25%
BW
842
BIP Wealth
Georgia
$449K +$90.8K +3,484 +25%
MI
843
Moneywise Inc
Virginia
$447K -$1.25K -48 -0.3%
AFA
844
American Financial Advisors
Georgia
$446K +$14.2K +544 +3%
TP
845
Tranquility Partners
Tennessee
$440K -$20.3K -780 -4%
IF
846
Ironwood Financial
Arizona
$439K -$6.15K -236 -1%
GAA
847
Global Assets Advisory
Florida
$437K – – –
PFA
848
Pathway Financial Advisors
Vermont
$437K -$62.5K -2,400 -13%
GWA
849
Geometric Wealth Advisors
District of Columbia
$435K – – –
SAM
850
Secure Asset Management
Michigan
$434K -$23.6K -908 -5%
32 33
34
35 36