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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 %
DPI
826
Diversified Portfolios Inc
Michigan
$664K +$664K +23,832 New
HCWM
827
Hidden Cove Wealth Management
Washington
$664K +$664K +23,815 New
GBWM
828
Granite Bay Wealth Management
New Hampshire
$662K +$662K +23,752 New
CIP
829
Capital Insight Partners
Arizona
$661K -$143K -5,130 -18%
QP
830
Quartz Partners
New York
$658K +$147K +5,279 +29%
PFA
831
Pure Financial Advisors
California
$657K +$117K +4,214 +22%
SC
832
Soundwatch Capital
Connecticut
$657K +$20.5K +735 +3%
VFPW
833
Vantage Financial Partners (Wisconsin)
Wisconsin
$657K -$649K -23,304 -50%
AL
834
Aspiriant LLC
California
$652K +$229K +8,211 +54%
CA
835
Calton & Associates
Florida
$651K +$92.2K +3,309 +17%
1832 Asset Management
836
1832 Asset Management
Ontario, Canada
$650K – – –
WP
837
WealthPLAN Partners
Nebraska
$647K -$55.6K -1,994 -8%
RA
838
Resolute Advisors
California
$645K +$697 +25 +0.1%
LA
839
LexAurum Advisors
Kansas
$643K +$643K +23,063 New
ZRP
840
Zynergy Retirement Planning
New Jersey
$637K -$1.91M -18,330 -75%
PIMG
841
Patriot Investment Management Group
Tennessee
$632K -$114K -4,082 -15%
SI
842
Stephens Inc
Arkansas
$631K +$250K +8,975 +66%
FRA
843
Front Row Advisors
California
$631K -$31K -1,112 -5%
OC
844
Oarsman Capital
Wisconsin
$630K -$110K -3,964 -15%
SFC
845
SYM Financial Corp
Indiana
$629K -$16.7K -600 -3%
EK
846
Evensky & Katz
Florida
$627K -$28 -1 -0%
AIA
847
Accelerate Investment Advisors
California
$625K +$390 +14 +0.1%
OP
848
ORG Partners
Indiana
$622K +$483K +17,325 +348%
SIA
849
Soltis Investment Advisors
Utah
$619K -$8.31K -298 -1%
Susquehanna International Group
850
Susquehanna International Group
Pennsylvania
$618K -$3.14M -112,734 -84%
32 33
34
35 36