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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 %
CF
1026
Copperwynd Financial
Arizona
$224K +$104 +4 +0%
FTWA
1027
Fifth Third Wealth Advisors
Ohio
$224K -$7.29K -280 -3%
SW
1028
Simplicity Wealth
New Jersey
$223K -$30.3M -1,163,256 -99%
CA
1029
Continuum Advisory
Idaho
$221K +$159K +23,068 +254%
FCH
1030
Freestone Capital Holdings
Washington
$220K -$209K -8,036 -49%
PCM
1031
Presidio Capital Management
California
$220K +$220K +8,452 New
SWG
1032
Summit Wealth Group
Vermont
$220K – – –
FHC
1033
First Heartland Consultants
Missouri
$220K +$8.94K +344 +4%
LIM
1034
Lathrop Investment Management
Arkansas
$219K +$219K +8,400 New
HP
1035
Holistic Planning
Texas
$219K +$219K +8,404 New
CCM
1036
Carlson Capital Management
Minnesota
$219K -$1.88K -72 -0.8%
FWM
1037
ForthRight Wealth Management
Georgia
$218K – – –
RIM
1038
Redwood Investment Management
Arizona
$218K +$218K +8,368 New
IAG
1039
Investment Advisory Group
Massachusetts
$218K +$2.5K +96 +1%
WHCFA
1040
William Howard & Co Financial Advisors
Tennessee
$217K +$521 +20 +0.2%
Jane Street
1041
Jane Street
New York
$216K -$7.34M -281,928 -97%
MCP
1042
Mirador Capital Partners
California
$216K -$18.2K -700 -8%
CCG
1043
Coastwise Capital Group
California
$215K +$215K +8,268 New
EFG
1044
Elios Financial Group
Ohio
$213K +$213K +8,168 New
FFA
1045
Fragasso Financial Advisors
Pennsylvania
$211K +$417 +16 +0.2%
PGF
1046
Plan Group Financial
Oklahoma
$211K -$6.04K -232 -3%
EWP
1047
Elevation Wealth Partners
California
$211K – – –
AWM
1048
Arista Wealth Management
Nevada
$209K – – –
PIN
1049
Prudent Investors Network
California
$208K – – –
CM
1050
Columbus Macro
Pennsylvania
$208K +$14.2K +588 +7%
40 41
42
43 44