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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 Market Value Shares Shares
Change 		Shares
Change %
CCMW
1101
Cypress Capital Management (Wyoming)
Wyoming
$98.1K 942 -58 -6%
EA
1102
Evolution Advisers
Virginia
$96K 930 +50 +6%
SIC
1103
Salem Investment Counselors
North Carolina
$94.3K 905 +48 +6%
WWM
1104
Wolff Wiese Magana
California
$92.7K 890 -248 -22%
CMBA
1105
C.M. Bidwell & Associates
Hawaii
$80.1K 769 – –
TFA
1106
Toth Financial Advisory
Virginia
$79.7K 765 +12 +2%
GWSG
1107
GPS Wealth Strategies Group
Colorado
$79.3K 761 -20 -3%
T
1108
Tidemark
California
$76.5K 734 +400 +120%
JHCP
1109
Jackson Hole Capital Partners
Oklahoma
$75K 720 – –
BFPW
1110
BOK Financial Private Wealth
Colorado
$74.4K 714 – –
BCMLT
1111
Beacon Capital Management LLC (Tennessee)
Tennessee
$73.2K 702 – –
AW
1112
Avion Wealth
Texas
$73K 710 -592 -45%
BFP
1113
Briaud Financial Planning
Texas
$71K 684 – –
BSB
1114
Bangor Savings Bank
Maine
$68.8K 660 – –
SSB
1115
Sandy Spring Bank
Maryland
$67.6K 649 +429 +195%
AIP
1116
Ameritas Investment Partners
Nebraska
$62.7K 602 -180 -23%
BCM
1117
Blume Capital Management
California
$62.5K 600 – –
HFS
1118
Horizon Financial Services
North Carolina
$60.7K 583 – –
KA
1119
Kozak & Associates
Colorado
$59.9K 2,270 +1,703 +300%
CHC
1120
City Holding Co
West Virginia
$56.5K 542 – –
HFS
1121
Hantz Financial Services
Michigan
$56K 541 +541 New
QC
1122
Quent Capital
New York
$54.4K 522 – –
HWM
1123
HighMark Wealth Management
Minnesota
$53.2K 511 +1 +0.2%
Franklin Resources
1124
Franklin Resources
California
$53.1K 1,992 +338 +20%
CJ
1125
Caitlin John
Michigan
$52.2K 1,880 +1,410 +300%
43 44
45
46 47