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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
TWM
1001
TCFG Wealth Management
California
$245K +$237K +9,404 New
MBFW
1002
Morton Brown Family Wealth
Pennsylvania
$244K – – –
TBC
1003
Ted Buchan & Co
California
$244K +$236K +9,376 New
BlackRock
1004
BlackRock
New York
$242K -$105K -4,184 -31%
WFM
1005
Wolff Financial Management
Michigan
$240K +$232K +9,212 New
HOWA
1006
Heritage Oak Wealth Advisors
Florida
$239K +$231K +9,192 New
NWWA
1007
New Wave Wealth Advisors
Arkansas
$239K +$231K +9,192 New
RP
1008
Rice Partnership
Hawaii
$238K – – –
BCIM
1009
Bishop & Co Investment Management
Pennsylvania
$238K – – –
RDWM
1010
Red Door Wealth Management
Tennessee
$237K – – –
BA
1011
Brightwater Advisory
Florida
$237K -$27.2K -1,080 -11%
WAM
1012
Worth Asset Management
Texas
$236K +$228K +9,052 New
Neuberger Berman Group
1013
Neuberger Berman Group
New York
$235K +$227K +9,020 New
Vanguard Group
1014
Vanguard Group
Pennsylvania
$235K +$227K +9,016 New
WCFA
1015
Walkner Condon Financial Advisors
Wisconsin
$234K +$4.13K +164 +2%
HIC
1016
Hartline Investment Corp
Illinois
$234K +$3.02K +120 +1%
SI
1017
Saxon Interests
Texas
$234K -$163K -6,492 -42%
PCH
1018
PGIM Custom Harvest
New Jersey
$233K +$24K +952 +12%
FF
1019
Francis Financial
$231K +$224K +8,888 New
MFWP
1020
Mosaic Family Wealth Partners
Missouri
$230K – – –
BW
1021
Bison Wealth
Georgia
$230K +$222K +8,832 New
WS
1022
Wedbush Securities
California
$228K -$26.2K -1,040 -11%
JPWM
1023
Jamison Private Wealth Management
Georgia
$228K +$41.8K +1,660 +23%
OWP
1024
Obermeyer Wealth Partners
Colorado
$227K +$17.8K +708 +9%
OA
1025
Operose Advisors
Wisconsin
$227K +$101 +4 +0%
39 40
41
42 43

SCHG Hedge Fund Activity: Q3 2024 in Review

1,228 of the 6,964 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.