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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.

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 %
FWM
1051
Fonville Wealth Management
Virginia
$207K -$22K -844 -10%
HHGA
1052
Halbert Hargrove Global Advisors
California
$206K +$206K +7,920 New
FWM
1053
Forza Wealth Management
Florida
$206K +$206K +7,896 New
IWS
1054
Insight Wealth Strategies
California
$205K -$26.1K -1,004 -11%
BFG
1055
Bouchey Financial Group
New York
$205K +$205K +7,868 New
GGI
1056
Godsey & Gibb Inc
Virginia
$205K – – –
MI
1057
Motiv8 Investments
Florida
$204K +$204K +7,824 New
PAI
1058
Pittenger & Anderson Inc
Nebraska
$203K – – –
CCFM
1059
Clear Creek Financial Management
Washington
$203K +$203K +7,796 New
ATC
1060
Argent Trust Co
Tennessee
$201K +$201K +7,720 New
BIA
1061
Bell Investment Advisors
California
$200K -$108K -4,148 -35%
HCMT
1062
Highland Capital Management (Tennessee)
Tennessee
$200K +$200K +7,692 New
AG
1063
Advocate Group
Minnesota
$200K +$200K +7,688 New
CNBTD
1064
Citizens National Bank Trust Department
Mississippi
$194K – – –
WT
1065
Washington Trust
Rhode Island
$191K -$24.7K -948 -11%
PCM
1066
Palouse Capital Management
Washington
$191K -$1.25K -48 -0.7%
FCAS
1067
First Command Advisory Services
Texas
$181K -$7.29K -280 -4%
CFB
1068
Cullen/Frost Bankers
Texas
$176K -$58.3K -2,240 -25%
AIM
1069
Anchor Investment Management
South Carolina
$172K -$521 -20 -0.3%
GT
1070
Glenmede Trust
Pennsylvania
$171K – – –
CAL
1071
Capital Analysts LLC
Pennsylvania
$170K -$208K -7,992 -55%
Qube Research & Technologies (QRT)
1072
Qube Research & Technologies (QRT)
United Kingdom
$165K -$437K -16,760 -73%
HGERS
1073
Householder Group Estate & Retirement Specialist
Arizona
$164K -$3.01K -116 -2%
BWP
1074
Baldwin Wealth Partners
Massachusetts
$160K +$160K +6,156 New
GWSA
1075
Global Wealth Strategies & Associates
Colorado
$151K – – –
41 42
43
44 45