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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 %
WLIM
976
White Lighthouse Investment Management
Massachusetts
$408K +$1.87K +67 +0.5%
CAM
977
Clark Asset Management
New Hampshire
$408K +$63.5K +2,279 +18%
HKIMG
978
Hutchens & Kramer Investment Management Group
Indiana
$407K +$28 +1 +0%
DAM
979
Delta Asset Management
Tennessee
$407K -$56 -2 -0%
SFO
980
Stokes Family Office
Louisiana
$406K +$30.8K +1,105 +8%
WW
981
Waterfront Wealth
Kansas
$405K -$1.21M -43,578 -75%
AFS
982
Access Financial Services
Minnesota
$404K – – –
BFG
983
Beacon Financial Group
Texas
$402K -$119K -4,280 -23%
HWM
984
Hohimer Wealth Management
Washington
$401K – – –
CPC
985
Consolidated Planning Corp
Georgia
$400K – – –
WE
986
Wealth Effects
Massachusetts
$399K +$36.2K +1,300 +10%
CFS
987
Coordinated Financial Services
Colorado
$396K +$396K +14,221 New
CC
988
Courier Capital
New York
$393K – – –
VRM
989
Vectors Research Management
New York
$393K – – –
LNWTC
990
Laird Norton Wetherby Trust Company
Washington
$392K +$392K +14,052 New
AIM
991
AHL Investment Management
Florida
$391K – – –
OFG
992
Omega Financial Group
California
$389K -$5.57K -200 -1%
TCM
993
Traynor Capital Management
Pennsylvania
$388K +$72.6K +2,606 +23%
ZIM
994
Zacks Investment Management
Illinois
$386K -$18.4K -660 -5%
CI
995
CX Institutional
Indiana
$385K +$3.87K +139 +1%
YIM
996
Yoffe Investment Management
Pennsylvania
$385K +$385K +13,824 New
FNT
997
First National Trust
Pennsylvania
$384K +$384K +13,794 New
SWA
998
SOA Wealth Advisors
New York
$384K +$362 +13 +0.1%
TA
999
TPG Advisors
Illinois
$383K -$56 -2 -0%
PWP
1000
Pursue Wealth Partners
California
$382K – – –
38 39
40
41 42