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Schwab US Large-Cap Growth ETF
SCHG

1,228 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 110 funds opening new positions, 504 increasing their positions, 434 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 54

51% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $9.4M

16% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 434

7.62% more ownership

Funds ownership: 217.43% → 225.05% (+7.6%)

6% more capital invested

Capital invested by funds: $16.5B → $17.5B (+$994M)

4% more funds holding

Funds holding: 1,185 → 1,228 (+43)

2% less funds holding in top 10

Funds holding in top 10: 192 → 188 (-4)

Holders
1,228
Holders Change
+43
Holders Change %
+3.63%
% of All Funds
17.63%
Holding in Top 10
188
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.08%
% of All Funds
2.7%
New
110
Increased
504
Reduced
434
Closed
54
Calls
$14.2M
Puts
$9.4M
Net Calls
+$4.81M
Net Calls Change
-$1.15M

Top Buyers

Rank Fund Capital Flow
1
MGIA
Moneta Group Investment Advisors
Missouri
+$369M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$96.7M
3
IAIM
International Assets Investment Management
Florida
+$87.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$76.6M
5
MG
Mather Group
Illinois
+$68.9M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$59.3M
2
SFC
Strategic Financial Concepts
Texas
-$57.5M
3
AIA
Angeles Investment Advisors
California
-$55.9M
4
Morgan Stanley
Morgan Stanley
New York
-$51.8M
5
WIA
World Investment Advisors
California
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
901
Access Financial Services
Minnesota
$377K – – –
HKIMG
902
Hutchens & Kramer Investment Management Group
Indiana
$375K -$41.2K -1,636 -10%
HWM
903
Hohimer Wealth Management
Washington
$375K – – –
CPC
904
Consolidated Planning Corp
Georgia
$373K – – –
OFG
905
Omega Financial Group
California
$368K -$18.5K -736 -5%
CC
906
Courier Capital
New York
$367K +$355K +14,100 New
VRM
907
Vectors Research Management
New York
$367K – – –
AIM
908
AHL Investment Management
Florida
$366K – – –
AFTS
909
American Financial & Tax Strategies
New York
$361K -$32.5K -1,292 -9%
BTWM
910
Baker Tilly Wealth Management
Wisconsin
$358K +$6.74K +268 +2%
SWA
911
SOA Wealth Advisors
New York
$358K +$705 +28 +0.2%
PVI
912
Pine Valley Investments
New Jersey
$358K +$30.8K +1,224 +10%
TA
913
TPG Advisors
Illinois
$358K -$3.42K -136 -1%
PWP
914
Pursue Wealth Partners
California
$357K – – –
AC
915
Asio Capital
Kentucky
$357K +$345K +13,716 New
CI
916
CX Institutional
Indiana
$357K +$101 +4 +0%
VCP
917
Vista Capital Partners
Oregon
$356K +$90.7K +3,604 +36%
SI
918
Stephens Inc
Arkansas
$356K +$17.9K +712 +5%
LG
919
LaFleur & Godfrey
Michigan
$353K -$11.3K -448 -3%
Simplex Trading
920
Simplex Trading
Illinois
$351K +$339K +13,480 New
SFO
921
Stokes Family Office
Louisiana
$351K -$2.01K -80 -0.6%
RAG
922
RIA Advisory Group
Iowa
$350K +$338K +13,444 New
PCA
923
Prosperity Capital Advisors
Ohio
$347K +$86.6K +3,440 +35%
ANTB
924
AMG National Trust Bank
Colorado
$341K – – –
WE
925
Wealth Effects
Massachusetts
$339K +$22.6K +900 +7%
35 36
37
38 39

SCHG Hedge Fund Activity: Q3 2024 in Review

1,228 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2024, worth a combined $17.5B — up 6% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SCHG positions and 54 closed out — a net gain of 56 holders — while 504 added to existing stakes and 434 trimmed.

The largest buyer was Moneta Group Investment Advisors, adding an estimated $369M. The largest seller was Avantax Planning Partners, cutting an estimated $59.3M.

  • 1,228 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2024, up from 1,185 in Q2 2024.
  • Funds reported $17.5B of Schwab US Large-Cap Growth ETF stock for Q3 2024, up 6% quarter-over-quarter.
  • 110 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2024 and 54 closed out, a net change of +56 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q3 2024 was Moneta Group Investment Advisors, an estimated $369M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q3 2024 was Avantax Planning Partners, an estimated $59.3M sold.

Based on aggregated 13F filings for Q3 2024.