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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
BFA
951
Beacon Financial Advisory
Ohio
$305K +$82K +3,260 +38%
BWM
952
BNC Wealth Management
Oregon
$305K -$2.01K -80 -0.7%
WWP
953
WR Wealth Planners
Missouri
$301K +$218K +8,644 +296%
NWA
954
Navis Wealth Advisors
New York
$301K +$291K +11,552 New
OFS
955
Oldfather Financial Services
Nebraska
$300K – – –
MCCP
956
Mission Creek Capital Partners
California
$296K – – –
TCM
957
Traynor Capital Management
Pennsylvania
$295K +$19.6K +780 +7%
MAC
958
Mason & Associates (California)
California
$293K -$8.05K -320 -3%
VCWA
959
Vanguard Capital Wealth Advisors
Colorado
$291K +$281K +11,184 New
AMM
960
American Money Management
California
$291K -$403 -16 -0.1%
MC
961
McCarthy & Cox
Ohio
$288K – – –
RPSA
962
Richard P. Slaughter Associates
Texas
$287K +$1.21K +48 +0.4%
PWP
963
Precedent Wealth Partners
Texas
$284K -$42K -1,668 -13%
GA
964
GoalVest Advisory
New York
$284K – – –
AWC
965
Adamsbrown Wealth Consultants
Kansas
$281K -$2.42K -96 -0.9%
PA
966
Pinnacle Associates
New York
$281K -$1.51K -60 -0.4%
UB
967
Umpqua Bank
Oregon
$280K – – –
FRA
968
Frank Rimerman Advisors
California
$278K – – –
CFG
969
Copley Financial Group
California
$278K +$268K +10,656 New
AFG
970
Albion Financial Group
Utah
$277K +$101 +4 +0%
MP
971
McDonald Partners
Ohio
$276K – – –
PMG
972
Private Management Group
California
$276K – – –
CPA
973
Capital Performance Advisors
California
$275K – – –
MWM
974
Merriman Wealth Management
Washington
$275K +$201 +8 +0.1%
EWM
975
Evermay Wealth Management
Virginia
$274K – – –
37 38
39
40 41

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.