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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 %
HH
851
Hilltop Holdings
Texas
$432K +$432K +16,572 New
AO
852
Advisor OS
Illinois
$431K -$4.38K -168 -1%
RWM
853
Ritholtz Wealth Management
New York
$431K – – –
ECM
854
Evergreen Capital Management
Washington
$430K +$17K +652 +4%
RW
855
REDW Wealth
New Mexico
$430K -$220K -8,448 -34%
HBW
856
Hazlett, Burt & Watson
West Virginia
$429K +$522 +20 +0.1%
HIP
857
HUB Investment Partners
Texas
$427K – – –
CIC
858
Carnegie Investment Counsel
Ohio
$425K -$5.52K -212 -1%
WP
859
Wealthspan Partners
Iowa
$422K -$54.7K -2,100 -11%
AWM
860
Accurate Wealth Management
Florida
$421K +$308K +46,696 +272%
FG
861
Fairman Group
Pennsylvania
$420K +$8.54K +328 +2%
GCM
862
G2 Capital Management
Ohio
$419K – – –
CFG
863
Citizens Financial Group
Rhode Island
$418K +$208 +8 +0%
LF
864
Lantz Financial
Illinois
$418K – – –
MSS
865
Mitchell Sinkler & Starr
Pennsylvania
$415K +$56.3K +2,160 +16%
QCM
866
Quantinno Capital Management
New York
$414K +$414K +15,908 New
GWS
867
Glassman Wealth Services
Virginia
$414K -$17.9K -688 -4%
BAM
868
Bellevue Asset Management
Washington
$412K +$52.5K +2,016 +15%
SHJ
869
Sharkey, Howes & Javer
Colorado
$411K – – –
BWP
870
Barlow Wealth Partners
Kentucky
$400K – – –
MW
871
Maia Wealth
Colorado
$399K +$287K +43,364 +254%
SSWM
872
Smith Salley Wealth Management
North Carolina
$397K -$7.81K -300 -2%
AGA
873
Arkos Global Advisors
Texas
$396K – – –
AL
874
Aspiriant LLC
California
$396K +$396K +15,192 New
FWM
875
Finer Wealth Management
Massachusetts
$395K -$26.9K -1,032 -6%
33 34
35
36 37