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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 %
VRM
901
Vectors Research Management
New York
$367K – – –
AIM
902
AHL Investment Management
Florida
$366K – – –
AFTS
903
American Financial & Tax Strategies
New York
$361K -$33.7K -1,292 -9%
BTWM
904
Baker Tilly Wealth Management
Wisconsin
$358K +$6.98K +268 +2%
SWA
905
SOA Wealth Advisors
New York
$358K +$729 +28 +0.2%
PVI
906
Pine Valley Investments
New Jersey
$358K +$31.9K +1,224 +10%
TA
907
TPG Advisors
Illinois
$358K -$3.54K -136 -1%
PWP
908
Pursue Wealth Partners
California
$357K – – –
AC
909
Asio Capital
Kentucky
$357K +$357K +13,716 New
CI
910
CX Institutional
Indiana
$357K +$104 +4 +0%
VCP
911
Vista Capital Partners
Oregon
$356K +$93.9K +3,604 +36%
SI
912
Stephens Inc
Arkansas
$356K +$18.5K +712 +5%
LG
913
LaFleur & Godfrey
Michigan
$353K -$11.7K -448 -3%
Simplex Trading
914
Simplex Trading
Illinois
$351K +$351K +13,480 New
SFO
915
Stokes Family Office
Louisiana
$351K -$2.08K -80 -0.6%
RAG
916
RIA Advisory Group
Iowa
$350K +$350K +13,444 New
PCA
917
Prosperity Capital Advisors
Ohio
$347K +$89.6K +3,440 +35%
ANTB
918
AMG National Trust Bank
Colorado
$341K – – –
WE
919
Wealth Effects
Massachusetts
$339K +$23.4K +900 +7%
FCA
920
FinTrust Capital Advisors
South Carolina
$334K +$11.8K +452 +4%
GFWA
921
Grey Fox Wealth Advisors
Delaware
$332K -$2.4K -92 -0.7%
WA
922
Waterford Advisors
New York
$328K – – –
PCS
923
Personal CFO Solutions
New Jersey
$327K +$327K +12,556 New
PMSA
924
Patrick M. Sweeney & Associates
Illinois
$327K +$40.4K +1,552 +14%
SW
925
SteelPeak Wealth
California
$327K -$1.56K -60 -0.5%
35 36
37
38 39