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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
$56.1B
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$163M
3
LPL Financial
LPL Financial
California
$615M
4
Morgan Stanley
Morgan Stanley
New York
$305M
5
Lido Advisors
Lido Advisors
California
$68.9M

Top Sellers

1
MGIA
Moneta Group Investment Advisors
Missouri
$134M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.11B
3
IAIM
International Assets Investment Management
Florida
$542K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.6M
5
SWM
SK Wealth Management
Rhode Island
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
901
North Star Asset Management
Wisconsin
$537K +$34.4K +1,235 +7%
RC
902
Roundview Capital
New Jersey
$534K – – –
GSC
903
Ground Swell Capital
South Carolina
$534K +$534K +19,145 New
First Trust Advisors
904
First Trust Advisors
Illinois
$533K +$533K +19,123 New
GWMR
905
GC Wealth Management RIA
Massachusetts
$529K -$56.5K -2,028 -10%
GLA
906
Good Life Advisors
Pennsylvania
$529K +$118K +4,237 +29%
BlackRock
907
BlackRock
New York
$526K +$267K +9,589 +103%
OL
908
Owen LaRue
Kentucky
$524K -$36.3K -1,303 -6%
HH
909
Hilltop Holdings
Texas
$521K +$59.4K +2,133 +13%
IWA
910
IVC Wealth Advisors
Pennsylvania
$521K -$5.83K -209 -1%
SWIG
911
Strategic Wealth Investment Group
Kentucky
$521K +$521K +18,681 New
MSS
912
Mitchell Sinkler & Starr
Pennsylvania
$520K +$76.2K +2,735 +17%
BDFN
913
Bond & Devick Financial Network
Minnesota
$514K -$1.54M -14,790 -75%
FFA
914
Farther Finance Advisors
California
$511K +$91.2K +3,273 +22%
MW
915
Marcum Wealth
Ohio
$511K -$10.5K -376 -2%
WIP
916
WealthCare Investment Partners
Rhode Island
$511K -$3.42K -123 -0.7%
AFA
917
Alpha Financial Advisors
North Carolina
$510K -$56 -2 -0%
KA
918
Klingman & Associates
New York
$505K -$13.5K -483 -3%
AO
919
Advisor OS
Illinois
$503K +$42K +1,507 +9%
BFS
920
BridgePort Financial Solutions
Iowa
$502K +$502K +18,706 New
CWM
921
Cabot Wealth Management
Massachusetts
$500K -$73.5K -2,636 -13%
MFWP
922
Mosaic Family Wealth Partners
Missouri
$495K +$249K +8,937 +101%
FWM
923
Focused Wealth Management
New York
$494K +$85.3K +3,061 +21%
WP
924
Wealthspan Partners
Iowa
$492K +$39.9K +1,433 +9%
LWM
925
Liberty Wealth Management
California
$492K +$492K +17,527 New
35 36
37
38 39