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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
AB
976
Atlas Brown
Kentucky
$273K +$503 +20 +0.2%
SAM
977
Smartleaf Asset Management
Massachusetts
$273K +$9.06K +360 +4%
PRS
978
Pinkerton Retirement Specialists
Idaho
$266K -$8.86K -352 -3%
BWM
979
Brickley Wealth Management
California
$264K +$2.42K +96 +1%
ACA
980
Ascension Capital Advisors
Texas
$263K +$604 +24 +0.2%
CFS
981
Cannon Financial Strategists
Georgia
$261K +$8.36K +332 +3%
KOC
982
Koss-Olinger Consulting
Florida
$260K +$252K +10,000 New
CNBT
983
Canandaigua National Bank & Trust
New York
$259K – – –
TCOTS
984
Trust Company of the South
North Carolina
$258K – – –
HIM
985
Hanlon Investment Management
New Jersey
$258K – – –
CAS
986
Coppell Advisory Solutions
Texas
$258K +$95K +3,776 +61%
PAM
987
Pegasus Asset Management
New York
$257K – – –
CCM
988
Check Capital Management
California
$255K – – –
SC
989
Stolper & Co
Oklahoma
$255K – – –
CA
990
CWC Advisors
Oregon
$253K +$245K +9,728 New
KCPG
991
Kavar Capital Partners Group
Kansas
$253K +$201 +8 +0.1%
CC
992
Cypress Capital
Tennessee
$250K +$241K +9,592 New
SEM
993
Strategic Equity Management
Arizona
$250K – – –
RA
994
Riverstone Advisors
Texas
$249K -$15.1K -600 -6%
MFC
995
Morris Financial Concepts
South Carolina
$249K +$240K +9,548 New
ES
996
ETF Store
Kansas
$248K -$16.3K -648 -6%
PAM
997
Palisade Asset Management
Minnesota
$247K – – –
IFPL
998
Investments & Financial Planning LLC
Kentucky
$246K +$101 +4 +0%
PB
999
Pinnacle Bancorp
Nebraska
$246K +$201 +8 +0.1%
FA
1000
Fermata Advisors
California
$245K +$237K +9,416 New
38 39
40
41 42

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.