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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 %
NWWA
1001
New Wave Wealth Advisors
Arkansas
$239K +$239K +9,192 New
RP
1002
Rice Partnership
Hawaii
$238K – – –
BCIM
1003
Bishop & Co Investment Management
Pennsylvania
$238K – – –
RDWM
1004
Red Door Wealth Management
Tennessee
$237K – – –
BA
1005
Brightwater Advisory
Florida
$237K -$28.1K -1,080 -11%
WAM
1006
Worth Asset Management
Texas
$236K +$236K +9,052 New
Neuberger Berman Group
1007
Neuberger Berman Group
New York
$235K +$235K +9,020 New
Vanguard Group
1008
Vanguard Group
Pennsylvania
$235K +$235K +9,016 New
WCFA
1009
Walkner Condon Financial Advisors
Wisconsin
$234K +$4.27K +164 +2%
HIC
1010
Hartline Investment Corp
Illinois
$234K +$3.13K +120 +1%
SI
1011
Saxon Interests
Texas
$234K -$169K -6,492 -42%
PCH
1012
PGIM Custom Harvest
New Jersey
$233K +$24.8K +952 +12%
FF
1013
Francis Financial
$231K +$231K +8,888 New
MFWP
1014
Mosaic Family Wealth Partners
Missouri
$230K – – –
BW
1015
Bison Wealth
Georgia
$230K +$230K +8,832 New
WS
1016
Wedbush Securities
California
$228K -$27.1K -1,040 -11%
JPWM
1017
Jamison Private Wealth Management
Georgia
$228K +$43.2K +1,660 +23%
OWP
1018
Obermeyer Wealth Partners
Colorado
$227K +$18.4K +708 +9%
OA
1019
Operose Advisors
Wisconsin
$227K +$104 +4 +0%
AWA
1020
Arete Wealth Advisors
Illinois
$227K +$227K +8,748 New
NWMG
1021
National Wealth Management Group
Ohio
$227K +$227K +8,712 New
RA
1022
Rodgers & Associates
Pennsylvania
$226K – – –
Empower Advisory Group
1023
Empower Advisory Group
Colorado
$226K -$196K -7,512 -46%
GI
1024
Gradient Investments
Minnesota
$225K -$1.25K -48 -0.6%
MYIA
1025
Mount Yale Investment Advisors
Colorado
$224K +$224K +8,608 New
39 40
41
42 43