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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 %
FCH
1076
Freestone Capital Holdings
Washington
$287K +$51K +1,831 +22%
SAM
1077
Smartleaf Asset Management
Massachusetts
$283K -$13.3K -471 -4%
SFO
1078
Stenger Family Office
Illinois
$283K +$283K +10,141 New
WFM
1079
Wolff Financial Management
Michigan
$282K +$25.1K +899 +10%
KOC
1080
Koss-Olinger Consulting
Florida
$279K – – –
AWA
1081
Arete Wealth Advisors
Illinois
$278K +$33.5K +1,197 +14%
CNBT
1082
Canandaigua National Bank & Trust
New York
$277K – – –
TCOTS
1083
Trust Company of the South
North Carolina
$276K – – –
HIM
1084
Hanlon Investment Management
New Jersey
$276K – – –
KCPG
1085
Kavar Capital Partners Group
Kansas
$275K +$4.46K +160 +2%
PAM
1086
Pegasus Asset Management
New York
$275K +$56 +2 +0%
GGI
1087
Godsey & Gibb Inc
Virginia
$275K +$55.7K +1,998 +25%
CFS
1088
Cannon Financial Strategists
Georgia
$274K -$5.02K -180 -2%
CCM
1089
Check Capital Management
California
$273K – – –
CCMW
1090
Cypress Capital Management (Wyoming)
Wyoming
$272K +$167K +5,983 +159%
CA
1091
CWC Advisors
Oregon
$271K – – –
FDW
1092
Fourth Dimension Wealth
Ohio
$270K +$270K +9,696 New
SC
1093
Stolper & Co
Oklahoma
$268K -$4.74K -170 -2%
RA
1094
Riverstone Advisors
Texas
$266K – – –
CA
1095
Continuum Advisory
Idaho
$265K -$630K -22,614 -70%
CCA
1096
Cypress Capital Advisors
Tennessee
$265K +$265K +9,518 New
PRS
1097
Pinkerton Retirement Specialists
Idaho
$265K -$19.1K -684 -7%
PAM
1098
Palisade Asset Management
Minnesota
$264K – – –
IFPL
1099
Investments & Financial Planning LLC
Kentucky
$264K +$28 +1 +0%
MYIA
1100
Mount Yale Investment Advisors
Colorado
$262K +$22.4K +803 +9%
42 43
44
45 46