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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 %
AFTS
1026
American Financial & Tax Strategies
New York
$337K -$50.1K -1,796 -13%
PWA
1027
Peterson Wealth Advisors
Utah
$334K +$334K +11,801 New
AIM
1028
Aspen Investment Management
Michigan
$334K +$307 +11 +0.1%
TBC
1029
Ted Buchan & Co
California
$334K +$72.5K +2,600 +28%
PAG
1030
Paladin Advisory Group
Iowa
$331K – – –
BC
1031
Burney Company
Virginia
$325K -$272K -9,752 -46%
BWM
1032
BankPlus Wealth Management
Mississippi
$324K +$324K +11,619 New
BWM
1033
Brickley Wealth Management
California
$323K +$40.1K +1,439 +14%
NWA
1034
Navis Wealth Advisors
New York
$322K – – –
OFS
1035
Oldfather Financial Services
Nebraska
$322K +$28 +1 +0%
SCM
1036
Seascape Capital Management
New Hampshire
$321K +$321K +11,520 New
JPWM
1037
Jamison Private Wealth Management
Georgia
$320K +$76.8K +2,757 +32%
JIC
1038
Joel Isaacson & Co
New York
$320K +$320K +11,480 New
UFA
1039
Uptown Financial Advisors
Texas
$320K +$320K +11,476 New
MCCP
1040
Mission Creek Capital Partners
California
$319K +$53.5K +2,292 +20%
RPSA
1041
Richard P. Slaughter Associates
Texas
$317K +$10K +359 +3%
GAM
1042
Grandview Asset Management
Pennsylvania
$315K +$315K +11,307 New
MAC
1043
Mason & Associates (California)
California
$313K -$223 -8 -0.1%
AMM
1044
American Money Management
California
$311K +$307 +11 +0.1%
MC
1045
McCarthy & Cox
Ohio
$308K +$28 +1 +0%
LIA
1046
Lynx Investment Advisory
District of Columbia
$308K +$308K +11,058 New
AIM
1047
Advyzon Investment Management
Illinois
$307K +$307K +11,011 New
RWM
1048
Rolek Wealth Management
Pennsylvania
$307K +$307K +11,008 New
SHA
1049
Seneca House Advisors
Virginia
$307K -$32.7K -1,175 -10%
FWP
1050
Falcon Wealth Planning
California
$306K +$306K +10,981 New
40 41
42
43 44