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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KOC
976
Koss-Olinger Consulting
Florida
$260K +$260K +10,000 New
CNBT
977
Canandaigua National Bank & Trust
New York
$259K – – –
TCOTS
978
Trust Company of the South
North Carolina
$258K – – –
HIM
979
Hanlon Investment Management
New Jersey
$258K – – –
CAS
980
Coppell Advisory Solutions
Texas
$258K +$97.9K +3,776 +61%
PAM
981
Pegasus Asset Management
New York
$257K – – –
CCM
982
Check Capital Management
California
$255K – – –
SC
983
Stolper & Co
Oklahoma
$255K – – –
CA
984
CWC Advisors
Oregon
$253K +$253K +9,728 New
KCPG
985
Kavar Capital Partners Group
Kansas
$253K +$208 +8 +0.1%
CC
986
Cypress Capital
Tennessee
$250K +$250K +9,592 New
SEM
987
Strategic Equity Management
Arizona
$250K – – –
RA
988
Riverstone Advisors
Texas
$249K -$15.6K -600 -6%
MFC
989
Morris Financial Concepts
South Carolina
$249K +$249K +9,548 New
ES
990
ETF Store
Kansas
$248K -$16.9K -648 -6%
PAM
991
Palisade Asset Management
Minnesota
$247K – – –
IFPL
992
Investments & Financial Planning LLC
Kentucky
$246K +$104 +4 +0%
PB
993
Pinnacle Bancorp
Nebraska
$246K +$208 +8 +0.1%
FA
994
Fermata Advisors
California
$245K +$245K +9,416 New
TWM
995
TCFG Wealth Management
California
$245K +$245K +9,404 New
MBFW
996
Morton Brown Family Wealth
Pennsylvania
$244K – – –
TBC
997
Ted Buchan & Co
California
$244K +$244K +9,376 New
BlackRock
998
BlackRock
New York
$242K -$109K -4,184 -31%
WFM
999
Wolff Financial Management
Michigan
$240K +$240K +9,212 New
NWWA
1000
New Wave Wealth Advisors
Arkansas
$239K +$239K +9,192 New
38 39
40
41 42