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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 %
CT
1076
Clearstead Trust
Maine
$150K – – –
DCM
1077
Davis Capital Management
Florida
$146K +$127K +4,880 +659%
PK
1078
Pflug Koory
Nebraska
$142K +$142K +5,468 New
Fifth Third Bancorp
1079
Fifth Third Bancorp
Ohio
$140K -$53.2K -2,044 -28%
VF
1080
VitalStone Financial
Texas
$131K +$83.9K +3,220 +178%
HCP
1081
Hexagon Capital Partners
Arkansas
$130K +$67.2K +2,580 +107%
OP
1082
ORG Partners
Indiana
$130K – – –
TCM
1083
TD Capital Management
Tennessee
$127K +$313 +12 +0.2%
TAM
1084
Tucker Asset Management
Colorado
$127K – – –
Belvedere Trading
1085
Belvedere Trading
Illinois
$124K -$104K -4,008 -46%
JFGIW
1086
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$124K -$8.86K -340 -7%
GWANC
1087
Guardian Wealth Advisors (North Carolina)
North Carolina
$120K – – –
MSG
1088
Main Street Group
Virginia
$118K – – –
FHA
1089
First Horizon Advisors
Tennessee
$116K -$3.54K -136 -3%
CP
1090
Castleview Partners
Texas
$114K +$833 +32 +0.7%
AIA
1091
Armor Investment Advisors
North Carolina
$114K – – –
KSB
1092
Kennebec Savings Bank
Maine
$112K +$112K +4,300 New
PA
1093
PSI Advisors
Florida
$110K – – –
VAG
1094
VisionPoint Advisory Group
Texas
$109K +$35.4K +1,360 +48%
JFA
1095
JNBA Financial Advisors
Minnesota
$106K +$20.7K +796 +24%
PCA
1096
Providence Capital Advisors
North Carolina
$105K +$105K +4,040 New
MLA
1097
MB, Levis & Associates
Pennsylvania
$104K +$208 +8 +0.2%
TCM
1098
Tradewinds Capital Management
Washington
$103K – – –
LWANC
1099
Laurel Wealth Advisors (North Carolina)
North Carolina
$101K +$17.3K +664 +21%
FF
1100
Friedenthal Financial
New Jersey
$99.6K +$4.69K +180 +5%
42 43
44
45 46