SCHG icon

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

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$3.49M
2
APP
Avantax Planning Partners
Iowa
$407M
3
SFC
Strategic Financial Concepts
Texas
$630K
4
AIA
Angeles Investment Advisors
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
926
Hudock Inc
Pennsylvania
$326K +$729 +28 +0.2%
FPF
927
First Pacific Financial
Washington
$325K +$92.2K +3,540 +40%
EFN
928
Equita Financial Network
Pennsylvania
$325K -$561K -21,520 -63%
KPWG
929
KFA Private Wealth Group
Virginia
$325K -$101K -3,868 -24%
FPW
930
Flagship Private Wealth
Massachusetts
$323K – – –
CAM
931
Clark Asset Management
New Hampshire
$322K +$322K +12,356 New
FFM
932
Forum Financial Management
Illinois
$321K +$625 +24 +0.2%
VT
933
Vise Technologies
New York
$320K +$320K +12,304 New
AOG
934
Alpha Omega Group
Virginia
$317K -$11.8M -451,428 -97%
SHA
935
Seneca House Advisors
Virginia
$317K -$104 -4 -0%
EFG
936
Ehrlich Financial Group
California
$317K +$1.04K +40 +0.3%
AFP
937
Alpha Financial Partners
Kentucky
$317K +$317K +12,176 New
BJL
938
Brighton Jones LLC
Washington
$317K +$317K +12,172 New
AAS
939
Annex Advisory Services
Wisconsin
$317K -$33.1K -1,272 -9%
EAM
940
Evanson Asset Management
California
$315K +$29.2K +1,120 +10%
BMCM
941
Bryn Mawr Capital Management
Pennsylvania
$313K – – –
AIM
942
Aspen Investment Management
Michigan
$312K +$625 +24 +0.2%
PAG
943
Paladin Advisory Group
Iowa
$309K – – –
HF
944
HRT Financial
New York
$307K +$307K +11,812 New
BFA
945
Beacon Financial Advisory
Ohio
$305K +$84.9K +3,260 +38%
BWM
946
BNC Wealth Management
Oregon
$305K -$2.08K -80 -0.7%
WWP
947
WR Wealth Planners
Missouri
$301K +$225K +8,644 +296%
NWA
948
Navis Wealth Advisors
New York
$301K +$301K +11,552 New
OFS
949
Oldfather Financial Services
Nebraska
$300K – – –
MCCP
950
Mission Creek Capital Partners
California
$296K – – –
36 37
38
39 40