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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 %
CG
926
Caprock Group
Idaho
$490K +$28 +1 +0%
AC
927
Annandale Capital
Texas
$486K +$557 +20 +0.1%
PAYA
928
Phil A. Younker & Associates
Alaska
$481K +$481K +17,252 New
RPGNY
929
Retirement Planning Group (New York)
New York
$479K +$479K +17,200 New
MI
930
Moneywise Inc
Virginia
$478K +$28 +1 +0%
ECM
931
Evergreen Capital Management
Washington
$478K +$17.9K +644 +4%
IF
932
Ironwood Financial
Arizona
$478K +$7.66K +275 +2%
GAA
933
Global Assets Advisory
Florida
$474K – – –
DLCIG
934
D.L. Carlson Investment Group
New Hampshire
$472K -$239K -8,579 -34%
HIP
935
HUB Investment Partners
Texas
$472K +$15.5K +556 +3%
BFA
936
Beacon Financial Advisory
Ohio
$472K +$145K +5,205 +44%
PFA
937
Pathway Financial Advisors
Vermont
$468K – – –
MLA
938
My Legacy Advisors
Oregon
$467K +$48.7K +1,728 +12%
GWA
939
Geometric Wealth Advisors
District of Columbia
$465K – – –
CWP
940
Core Wealth Partners
California
$465K +$53.5K +1,920 +13%
TP
941
Tranquility Partners
Tennessee
$464K -$6.83K -245 -1%
HCM
942
Hall Capital Management
Rhode Island
$462K +$462K +16,566 New
RWM
943
Ritholtz Wealth Management
New York
$461K -$28 -1 -0%
AFA
944
American Financial Advisors
Georgia
$460K -$16.8K -604 -4%
CFB
945
Cullen/Frost Bankers
Texas
$456K +$268K +9,607 +142%
EFG
946
Ehrlich Financial Group
California
$453K +$114K +4,077 +33%
FG
947
Fairman Group
Pennsylvania
$449K +$418 +15 +0.1%
GCM
948
G2 Capital Management
Ohio
$448K – – –
SSWM
949
Smith Salley Wealth Management
North Carolina
$448K +$22.9K +821 +5%
CFG
950
Citizens Financial Group
Rhode Island
$448K +$56 +2 +0%
36 37
38
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