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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
1
Envestnet Asset Management
Illinois
$1.14B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$127M
3
MG
3
Mather Group
Illinois
$1.02B
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$122M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$3.49M
2
APP
2
Avantax Planning Partners
Iowa
$407M
3
SFC
3
Strategic Financial Concepts
Texas
$630K
4
AIA
4
Angeles Investment Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
876
Independent Wealth Network
Iowa
$394K +$28.5K +1,096 +8%
FFA
877
Farther Finance Advisors
California
$393K -$759K -29,132 -66%
PCG
878
Prosperity Consulting Group
Maryland
$392K +$833 +32 +0.2%
VHAM
879
Van Hulzen Asset Management
California
$391K – – –
BTI
880
Blue Trust Inc
Georgia
$391K +$156K +6,200 +67%
HC
881
Hamilton Capital
Ohio
$391K +$293K +45,180 +300%
DIS
882
Diversified Investment Strategies
Louisiana
$389K -$5.21K -200 -1%
WW
883
Waterfront Wealth
Kansas
$388K +$296K +44,264 +320%
HWP
884
Heritage Wealth Partners
Ohio
$388K +$833 +32 +0.2%
MLA
885
My Legacy Advisors
Oregon
$386K -$694K -26,640 -64%
AF
886
Affiance Financial
Minnesota
$386K – – –
CWP
887
Core Wealth Partners
California
$384K +$384K +14,760 New
KeyBank National Association
888
KeyBank National Association
Ohio
$384K – – –
GLA
889
Good Life Advisors
Pennsylvania
$384K -$91.2K -3,504 -19%
FWM
890
Focused Wealth Management
New York
$382K +$1.15K +44 +0.3%
DAM
891
Delta Asset Management
Tennessee
$380K +$104 +4 +0%
WLIM
892
White Lighthouse Investment Management
Massachusetts
$380K – – –
ZIM
893
Zacks Investment Management
Illinois
$378K -$11.5K -440 -3%
ATPW
894
Ashton Thomas Private Wealth
Arizona
$378K +$169K +6,472 +81%
AFS
895
Access Financial Services
Minnesota
$377K – – –
HKIMG
896
Hutchens & Kramer Investment Management Group
Indiana
$375K -$42K -1,636 -10%
HWM
897
Hohimer Wealth Management
Washington
$375K – – –
CPC
898
Consolidated Planning Corp
Georgia
$373K – – –
OFG
899
Omega Financial Group
California
$368K -$19.2K -736 -5%
CC
900
Courier Capital
New York
$367K +$367K +14,100 New
34 35
36
37 38