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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 %
WTC
1126
WhitTier Trust Company
Nevada
$50K 480 – –
BHWM
1127
Beaird Harris Wealth Management
Texas
$49.8K 478 – –
DPW
1128
DiNuzzo Private Wealth
Pennsylvania
$48.2K 463 – –
EWM
1129
EPG Wealth Management
Georgia
$47.6K 457 +457 New
CCMI
1130
Creative Capital Management Investments
California
$47.6K 456 – –
MA
1131
MCF Advisors
Kentucky
$47.2K 453 – –
ME
1132
McIlrath & Eck
Washington
$45.5K 437 – –
HMS
1133
Hanseatic Management Services
New Mexico
$45.4K 436 -2 -0.5%
NS
1134
NBC Securities
Alabama
$45K 432 -45 -9%
WPA
1135
West Paces Advisors
Georgia
$44.5K 427 – –
AT
1136
Avalon Trust
New Mexico
$41.7K 400 – –
MRCM
1137
M&R Capital Management
New Jersey
$39.9K 383 +1 +0.3%
KHC
1138
Koesten Hirschmann & Crabtree
Kansas
$37.8K 362 +31 +9%
TC
1139
Trust Company
Kansas
$37.1K 356 – –
FCMT
1140
Founders Capital Management (Texas)
Texas
$36.5K 351 +1 +0.3%
HNB
1141
Huntington National Bank
Ohio
– – – –
RBC
1142
Roble Belko & Company
Pennsylvania
$35K 339 – –
MFT
1143
Moisand Fitzgerald Tamayo
Florida
$34K 326 -123 -27%
CTC
1144
Central Trust Company
Missouri
$33.8K 324 – –
SL
1145
Salomon & Ludwin
Virginia
$33.3K 320 – –
MIA
1146
MeadowBrook Investment Advisors
Michigan
$32.4K 311 – –
BF
1147
BOK Financial
Oklahoma
$31.5K 306 -197 -39%
TFGT
1148
TS Financial Group (TSFG)
Illinois
$31K 300 – –
RDFA
1149
Ritter Daniher Financial Advisory
Ohio
$30.9K 297 -16 -5%
HGA
1150
Hobbs Group Advisors
South Carolina
$26.6K 255 +255 New
44 45
46
47 48