Schwab US Large-Cap Growth ETF
SCHG
1,228 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 110 funds opening new positions, 504 increasing their positions, 434 reducing their positions, and 54 closing their positions.
104% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 54
51% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $9.4M
16% more repeat investments, than reductions
Existing positions increased: 504 | Existing positions reduced: 434
7.62% more ownership
Funds ownership: 217.43% → 225.05% (+7.6%)
6% more capital invested
Capital invested by funds: $16.5B → $17.5B (+$994M)
4% more funds holding
Funds holding: 1,185 → 1,228 (+43)
2% less funds holding in top 10
Funds holding in top 10: 192 → 188 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$369M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$96.7M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$87.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$76.6M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$68.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$59.3M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$57.5M |
| 3 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$55.9M |
| 4 |
Morgan Stanley
New York
|
-$51.8M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$31.1M |
SCHG Hedge Fund Activity: Q3 2024 in Review
1,228 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2024, worth a combined $17.5B — up 6% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new SCHG positions and 54 closed out — a net gain of 56 holders — while 504 added to existing stakes and 434 trimmed.
The largest buyer was Moneta Group Investment Advisors, adding an estimated $369M. The largest seller was Avantax Planning Partners, cutting an estimated $59.3M.
- 1,228 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2024, up from 1,185 in Q2 2024.
- Funds reported $17.5B of Schwab US Large-Cap Growth ETF stock for Q3 2024, up 6% quarter-over-quarter.
- 110 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2024 and 54 closed out, a net change of +56 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2024 was Moneta Group Investment Advisors, an estimated $369M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2024 was Avantax Planning Partners, an estimated $59.3M sold.
Based on aggregated 13F filings for Q3 2024.