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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 %
AC
1001
Asio Capital
Kentucky
$382K – – –
VCP
1002
Vista Capital Partners
Oregon
$381K – – –
BTWM
1003
Baker Tilly Wealth Management
Wisconsin
$380K -$3.18K -114 -0.8%
LG
1004
LaFleur & Godfrey
Michigan
$378K -$418 -15 -0.1%
RAG
1005
RIA Advisory Group
Iowa
$375K +$418 +15 +0.1%
FFA
1006
Florida Financial Advisors
Florida
$369K +$369K +13,205 New
HIS
1007
Harvest Investment Services
Illinois
$369K +$369K +13,229 New
ANTB
1008
AMG National Trust Bank
Colorado
$365K – – –
GSWM
1009
Golden State Wealth Management
California
$361K +$361K +12,953 New
SW
1010
SteelPeak Wealth
California
$361K +$11.3K +405 +3%
PA
1011
Pinnacle Associates
New York
$360K -$17.4K -625 -5%
CFG
1012
Copley Financial Group
California
$358K +$61.1K +2,194 +21%
GFWA
1013
Grey Fox Wealth Advisors
Delaware
$355K +$307 +11 +0.1%
PMSA
1014
Patrick M. Sweeney & Associates
Illinois
$353K +$3.48K +125 +1%
NWMG
1015
National Wealth Management Group
Ohio
$351K +$108K +3,870 +44%
WA
1016
Waterford Advisors
New York
$351K – – –
PP
1017
Patten & Patten
Tennessee
$350K +$350K +12,572 New
AWP
1018
Axis Wealth Partners
Rhode Island
$349K +$349K +12,518 New
HI
1019
Hudock Inc
Pennsylvania
$348K +$84 +3 +0%
FPF
1020
First Pacific Financial
Washington
$348K +$279 +10 +0.1%
KPWG
1021
KFA Private Wealth Group
Virginia
$348K +$28 +1 +0%
FPW
1022
Flagship Private Wealth
Massachusetts
$346K -$56 -2 -0%
LFA
1023
LGT Financial Advisors
Texas
$344K -$140K -5,015 -29%
FFM
1024
Forum Financial Management
Illinois
$343K +$279 +10 +0.1%
BJL
1025
Brighton Jones LLC
Washington
$340K +$279 +10 +0.1%
39 40
41
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