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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 %
TCM
951
Traynor Capital Management
Pennsylvania
$295K +$20.3K +780 +7%
MAC
952
Mason & Associates (California)
California
$293K -$8.33K -320 -3%
VCWA
953
Vanguard Capital Wealth Advisors
Colorado
$291K +$291K +11,184 New
AMM
954
American Money Management
California
$291K -$417 -16 -0.1%
MC
955
McCarthy & Cox
Ohio
$288K – – –
RPSA
956
Richard P. Slaughter Associates
Texas
$287K +$1.25K +48 +0.4%
PWP
957
Precedent Wealth Partners
Texas
$284K -$43.5K -1,668 -13%
GA
958
GoalVest Advisory
New York
$284K – – –
AWC
959
Adamsbrown Wealth Consultants
Kansas
$281K -$2.5K -96 -0.9%
PA
960
Pinnacle Associates
New York
$281K -$1.24K -60 -0.4%
UB
961
Umpqua Bank
Oregon
$280K – – –
FRA
962
Frank Rimerman Advisors
California
$278K – – –
CFG
963
Copley Financial Group
California
$278K +$278K +10,656 New
AFG
964
Albion Financial Group
Utah
$277K +$104 +4 +0%
MP
965
McDonald Partners
Ohio
$276K – – –
PMG
966
Private Management Group
California
$276K – – –
CPA
967
Capital Performance Advisors
California
$275K – – –
MWM
968
Merriman Wealth Management
Washington
$275K +$208 +8 +0.1%
EWM
969
Evermay Wealth Management
Virginia
$274K – – –
AB
970
Atlas Brown
Kentucky
$273K +$521 +20 +0.2%
SAM
971
Smartleaf Asset Management
Massachusetts
$273K +$9.33K +360 +4%
PRS
972
Pinkerton Retirement Specialists
Idaho
$266K -$9.17K -352 -3%
BWM
973
Brickley Wealth Management
California
$264K +$2.5K +96 +1%
ACA
974
Ascension Capital Advisors
Texas
$263K +$625 +24 +0.2%
CFS
975
Cannon Financial Strategists
Georgia
$261K +$8.65K +332 +3%
37 38
39
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