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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 %
GKWIM
851
Gerber Kawasaki Wealth & Investment Management
California
$614K -$51.1K -1,834 -8%
HI
852
Hoey Investments
Pennsylvania
$611K -$20.8K -745 -3%
FWTB
853
First Western Trust Bank
Colorado
$611K – – –
TI
854
Truepoint Inc
Ohio
$609K +$55.9K +2,007 +10%
SCM
855
SOL Capital Management
Maryland
$606K – – –
XPN
856
XY Planning Network
Montana
$606K +$606K +21,739 New
LWM
857
Lakeridge Wealth Management
Ohio
$605K -$39.9K -1,433 -6%
VWM
858
Vermillion Wealth Management
Minnesota
$605K +$605K +21,693 New
SFG
859
Synergy Financial Group
California
$599K -$7.14K -256 -1%
RWM
860
RBA Wealth Management
California
$597K -$24.7K -885 -4%
WBC
861
West Branch Capital
Massachusetts
$594K +$334 +12 +0.1%
FMII
862
Farmers & Merchants Investments Inc
Nebraska
$594K – – –
PCM
863
Pennsylvania Capital Management
Pennsylvania
$593K -$10.4K -372 -2%
EFP
864
Elser Financial Planning
Indiana
$590K – – –
PTC
865
Private Trust Company
Ohio
$590K -$29K -1,042 -5%
SA
866
SRH Advisors
Kansas
$590K – – –
SIA
867
SeaBridge Investment Advisors
New Jersey
$589K +$589K +21,149 New
SAM
868
Secure Asset Management
Michigan
$587K +$122K +4,395 +26%
MAS
869
Meeder Advisory Services
Ohio
$586K -$25.6K -920 -4%
NIWA
870
New Insight Wealth Advisors
California
$582K -$4.38K -157 -0.7%
CPSAC
871
Chas P. Smith & Associates (CPS)
Florida
$580K +$50.3K +1,804 +9%
BAM
872
Bellevue Asset Management
Washington
$580K +$139K +4,993 +32%
PIA
873
Pinion Investment Advisors
Kansas
$577K +$3.57K +128 +0.6%
TPWM
874
Twelve Points Wealth Management
Massachusetts
$577K -$53.6K -1,924 -9%
MWM
875
MBE Wealth Management
Wisconsin
$577K +$84 +3 +0%
33 34
35
36 37