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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 %
BW
876
BIP Wealth
Georgia
$573K +$93.1K +3,341 +19%
GG
877
Greenwood Gearhart
Arkansas
$571K -$37.9K -1,361 -6%
IWN
878
Independent Wealth Network
Iowa
$571K +$149K +5,354 +35%
VCP
879
Verus Capital Partners
Arizona
$567K +$567K +20,346 New
GCM
880
Gallacher Capital Management
Colorado
$566K +$669 +24 +0.1%
WFA
881
WMG Financial Advisors
Tennessee
$565K +$13.7K +492 +2%
VAS
882
Valicenti Advisory Services
New York
$561K +$21.9K +785 +4%
WP
883
Westmount Partners
California
$561K +$251 +9 +0%
BAWC
884
Boyce & Associates Wealth Consulting
Texas
$560K -$5.88K -211 -1%
WFAG
885
Wescott Financial Advisory Group
Pennsylvania
$559K -$121K -4,345 -18%
EAM
886
Evanson Asset Management
California
$558K +$221K +7,940 +66%
NG
887
NWK Group
California
$558K – – –
CIM
888
Cambria Investment Management
California
$557K +$557K +19,996 New
EF
889
Empowered Funds
Pennsylvania
$557K +$557K +19,996 New
SC
890
Scotia Capital
Ontario, Canada
$557K -$11.2K -402 -2%
TPW
891
Tiller Private Wealth
Pennsylvania
$557K -$780 -28 -0.1%
ATPW
892
Ashton Thomas Private Wealth
Arizona
$555K +$150K +5,400 +37%
PGAM
893
Princeton Global Asset Management
New Jersey
$552K +$84 +3 +0%
EB
894
Emprise Bank
Kansas
$551K -$117K -4,200 -18%
SOWAS
895
Silver Oak Wealth Advisors Services
California
$549K +$549K +19,694 New
FSA
896
Financial Sense Advisors
California
$547K -$395K -14,178 -42%
AIM
897
Avity Investment Management
Connecticut
$544K +$12K +432 +2%
IAIM
898
International Assets Investment Management
Florida
$542K -$96.4M -3,463,103 -99%
FGA
899
Fortis Group Advisors
New Jersey
$540K -$485K -17,392 -47%
FHA
900
Flagship Harbor Advisors
Massachusetts
$540K +$585 +21 +0.1%
34 35
36
37 38