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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.

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 Market Value Shares Shares
Change 		Shares
Change %
HWM
76
HB Wealth Management
Georgia
$41.6M 398,897 -4,166 -1%
SWRP
77
Summit Wealth & Retirement Planning
California
$40.7M 390,251 -12,517 -3%
RFA
78
Rollins Financial Advisors
New York
$40.5M 388,796 -1,698 -0.4%
SWA
79
Stratos Wealth Advisors
Ohio
$40M 384,034 -14,307 -4%
IWC
80
Integrated Wealth Concepts
Massachusetts
$39.8M 382,380 +272,883 +249%
XF
81
XML Financial
Maryland
$39.3M 377,217 +10,922 +3%
SDWMA
82
Schneider Downs Wealth Management Advisors
Pennsylvania
$39.3M 376,927 +820 +0.2%
GIA
83
GHP Investment Advisors
Colorado
$38.2M 366,394 +2,496 +0.7%
CST
84
Charles Schwab Trust
Nevada
$36.9M 354,585 +41,802 +13%
SB
85
Strategic Blueprint
Georgia
$36.8M 353,538 +27,497 +8%
Prudential Financial
86
Prudential Financial
New Jersey
$36.7M 352,372 +28,244 +9%
RDIA
87
RE Dickinson Investment Advisors
Iowa
$35.3M 338,967 +6,380 +2%
MWM
88
MinichMacGregor Wealth Management
New York
$35M 335,702 +95,829 +40%
VWA
89
Visionary Wealth Advisors
Illinois
$34.5M 330,932 -10,824 -3%
SAM
90
Summit Asset Management
Tennessee
$34.2M 328,391 -816 -0.2%
MAG
91
Mokosak Advisory Group
Iowa
$33.1M 318,130 +4,108 +1%
TWM
92
Triton Wealth Management
Arizona
$33M 320,876 +9,869 +3%
PWM
93
Provident Wealth Management
Tennessee
$32.6M 313,102 +6,151 +2%
GB
94
Goepper Burkhardt
South Carolina
$32.6M 312,953 +3,171 +1%
FSWA
95
Financial Synergies Wealth Advisors
Texas
$32.4M 310,634 -223 -0.1%
UW
96
Unique Wealth
Florida
$31.1M 298,649 -35,885 -11%
MIA
97
Milestone Investment Advisors
Wisconsin
$30.9M 296,509 -5,709 -2%
MFGP
98
Marshall Financial Group (Pennsylvania)
Pennsylvania
$30.9M 296,168 -10,903 -4%
FCA
99
FLC Capital Advisors
California
$30.6M 293,628 +6,397 +2%
DB
100
Dravo Bay
Delaware
$30.4M 291,867 +251,425 +622%
2 3
4
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