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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.

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
1
Koshinski Asset Management
Illinois
$56.1B
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$163M
3
LPL Financial
3
LPL Financial
California
$615M
4
Morgan Stanley
4
Morgan Stanley
New York
$305M
5
Lido Advisors
5
Lido Advisors
California
$68.9M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$134M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.11B
3
IAIM
3
International Assets Investment Management
Florida
$542K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$35.6M
5
SWM
5
SK Wealth Management
Rhode Island
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
76
Cornerstone Wealth Advisors
Minnesota
$47.6M -$1.59M -57,227 -3%
PAS
77
Park Avenue Securities
New York
$47.1M +$2.19M +78,624 +5%
Stifel Financial
78
Stifel Financial
Missouri
$46.6M +$1.04M +37,261 +2%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$46.3M -$5.99M -214,916 -11%
TWM
80
Tradition Wealth Management
Minnesota
$45.8M -$865K -31,050 -2%
RFA
81
Rollins Financial Advisors
New York
$44.3M +$965K +34,625 +2%
HWM
82
HB Wealth Management
Georgia
$44M -$442K -15,877 -1%
XF
83
XML Financial
Maryland
$43.2M +$1.11M +39,747 +3%
SWRP
84
Summit Wealth & Retirement Planning
California
$42.7M -$794K -28,506 -2%
SDWMA
85
Schneider Downs Wealth Management Advisors
Pennsylvania
$42.5M +$511K +18,325 +1%
RWA
86
Redhawk Wealth Advisors
Minnesota
$42.3M +$22.3M +800,317 +112%
SB
87
Strategic Blueprint
Georgia
$41.1M +$1.68M +60,300 +4%
GIA
88
GHP Investment Advisors
Colorado
$40.8M -$89.5K -3,213 -0.2%
SWA
89
Stratos Wealth Advisors
Ohio
$40.6M -$2.17M -77,709 -5%
CST
90
Charles Schwab Trust
Nevada
$38.4M -$1.11M -39,791 -3%
SAM
91
Summit Asset Management
Tennessee
$38.2M +$1.57M +56,365 +4%
AFG
92
Atomi Financial Group
New York
$36.6M +$4.16M +149,241 +13%
MWM
93
MinichMacGregor Wealth Management
New York
$36.6M -$827K -29,666 -2%
PWM
94
Provident Wealth Management
Tennessee
$35.9M +$948K +34,011 +3%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$35.6M -$75.2M -2,698,128 -68%
TWM
96
Triton Wealth Management
Arizona
$34.9M +$11.2K +413 +0%
MAG
97
Mokosak Advisory Group
Iowa
$34.9M -$582K -20,887 -2%
VC
98
Veery Capital
Delaware
$34.8M +$6.24M +223,882 +22%
CAG
99
Curtis Advisory Group
California
$34.7M +$2.72M +97,590 +9%
FSWA
100
Financial Synergies Wealth Advisors
Texas
$34.4M -$196K -7,030 -0.6%
2 3
4
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