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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 %
IA
1101
Inspire Advisors
Idaho
$261K +$261K +9,382 New
MBFW
1102
Morton Brown Family Wealth
Pennsylvania
$261K – – –
PCA
1103
Prosperity Capital Advisors
Ohio
$259K -$112K -4,017 -30%
DWAM
1104
Duncan Williams Asset Management
Tennessee
$257K +$257K +9,235 New
RDWM
1105
Red Door Wealth Management
Tennessee
$257K +$2.9K +104 +1%
BWM
1106
BNC Wealth Management
Oregon
$256K -$69.8K -2,506 -21%
WS
1107
Wedbush Securities
California
$256K +$11.8K +424 +5%
RP
1108
Rice Partnership
Hawaii
$255K +$28 +1 +0%
BCIM
1109
Bishop & Co Investment Management
Pennsylvania
$252K -$2.56K -92 -1%
FHC
1110
First Heartland Consultants
Missouri
$252K +$15.8K +568 +7%
PC
1111
Promus Capital
Illinois
$251K +$251K +9,008 New
WCFA
1112
Walkner Condon Financial Advisors
Wisconsin
$251K -$139 -5 -0.1%
SI
1113
Saxon Interests
Texas
$250K – – –
CWS
1114
Confluence Wealth Services
Pennsylvania
$250K +$250K +8,608 New
QCM
1115
QRG Capital Management
Illinois
$250K +$250K +8,955 New
HIC
1116
Hartline Investment Corp
Illinois
$249K -$1.9K -68 -0.8%
Vanguard Group
1117
Vanguard Group
Pennsylvania
$248K -$3.01K -108 -1%
FF
1118
Francis Financial
$248K – – –
SW
1119
Simplicity Wealth
New Jersey
$248K +$8.61K +309 +4%
DCM
1120
Davis Capital Management
Florida
$247K +$90.4K +3,244 +58%
JWM
1121
JPL Wealth Management
Colorado
$244K +$244K +8,756 New
BA
1122
Brightwater Advisory
Florida
$243K -$10.5K -375 -4%
Neuberger Berman Group
1123
Neuberger Berman Group
New York
$243K -$8.36K -300 -3%
OA
1124
Operose Advisors
Wisconsin
$243K +$84 +3 +0%
PDL
1125
Portfolio Design Labs
California
$241K +$241K +8,648 New
43 44
45
46 47