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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 %
CIC
951
Carnegie Investment Counsel
Ohio
$448K -$7.41K -266 -2%
SW
952
SMART Wealth
Nebraska
$448K -$118K -4,231 -21%
LF
953
Lantz Financial
Illinois
$447K – – –
ZF
954
Zhang Financial
Michigan
$447K +$447K +16,047 New
CL
955
CVFG LLC
Indiana
$447K +$447K +16,032 New
FA
956
Fortis Advisors
Pennsylvania
$446K -$62.3K -2,234 -12%
GWS
957
Glassman Wealth Services
Virginia
$444K +$725 +26 +0.2%
BFWM
958
Bright Futures Wealth Management
New York
$441K +$441K +15,498 New
SHJ
959
Sharkey, Howes & Javer
Colorado
$440K – – –
BWP
960
Barlow Wealth Partners
Kentucky
$438K – – –
Empower Advisory Group
961
Empower Advisory Group
Colorado
$428K +$187K +6,700 +77%
AGA
962
Arkos Global Advisors
Texas
$424K – – –
RW
963
REDW Wealth
New Mexico
$424K -$35.7K -1,280 -8%
IAG
964
Ipsen Advisor Group
Arkansas
$421K +$421K +15,121 New
HC
965
Hamilton Capital
Ohio
$420K -$1.26M -45,180 -75%
PCG
966
Prosperity Consulting Group
Maryland
$419K +$362 +13 +0.1%
WAM
967
Worth Asset Management
Texas
$419K +$166K +5,969 +66%
VHAM
968
Van Hulzen Asset Management
California
$418K – – –
AWM
969
Accurate Wealth Management
Florida
$417K -$1.35M -48,812 -76%
HWP
970
Heritage Wealth Partners
Ohio
$416K +$446 +16 +0.1%
AF
971
Affiance Financial
Minnesota
$415K +$1.45K +52 +0.4%
VCWA
972
Vanguard Capital Wealth Advisors
Colorado
$414K +$102K +3,669 +33%
KeyBank National Association
973
KeyBank National Association
Ohio
$411K – – –
DIS
974
Diversified Investment Strategies
Louisiana
$410K -$6.69K -240 -2%
FWM
975
Finer Wealth Management
Massachusetts
$409K -$14.2K -510 -3%
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