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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 %
SWG
1126
Summit Wealth Group
Vermont
$236K – – –
PCM
1127
Presidio Capital Management
California
$236K – – –
CCM
1128
Carlson Capital Management
Minnesota
$234K – – –
WF
1129
Wayfinding Financial
Washington
$234K +$234K +8,408 New
FWM
1130
ForthRight Wealth Management
Georgia
$233K – – –
IAG
1131
Investment Advisory Group
Massachusetts
$233K +$28 +1 +0%
WHCFA
1132
William Howard & Co Financial Advisors
Tennessee
$232K +$139 +5 +0.1%
KG
1133
Kilter Group
New York
$230K +$230K +8,253 New
GI
1134
Gradient Investments
Minnesota
$230K -$10.7K -384 -4%
EFG
1135
Elios Financial Group
Ohio
$229K +$1.73K +62 +0.8%
MCP
1136
Mirador Capital Partners
California
$228K -$2.82K -101 -1%
CCG
1137
Coastwise Capital Group
California
$227K -$2.98K -107 -1%
FFA
1138
Fragasso Financial Advisors
Pennsylvania
$226K +$223 +8 +0.1%
RIM
1139
Redwood Investment Management
Arizona
$226K -$6.9K -248 -3%
EWP
1140
Elevation Wealth Partners
California
$226K +$28 +1 +0%
MFC
1141
Morris Financial Concepts
South Carolina
$225K -$41K -1,472 -15%
BWG
1142
Boomfish Wealth Group
Georgia
$225K +$225K +8,060 New
Millennium Management
1143
Millennium Management
New York
$224K +$224K +8,027 New
AWM
1144
Arista Wealth Management
Nevada
$223K – – –
BMCM
1145
Bryn Mawr Capital Management
Pennsylvania
$223K -$111K -4,000 -33%
Franklin Resources
1146
Franklin Resources
California
$222K – – –
MPW
1147
Monterey Private Wealth
California
$221K +$221K +7,939 New
IPA
1148
Investment Planning Advisors
Georgia
$221K +$221K +7,925 New
FWM
1149
Forza Wealth Management
Florida
$220K – – –
IWS
1150
Insight Wealth Strategies
California
$220K – – –
44 45
46
47 48