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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 %
VCM
1151
Versant Capital Management
Arizona
$26.5K 254 +254 New
PFM
1152
Phillips Financial Management
Indiana
$26.5K 254 – –
W
1153
WealthCollab
Washington
$26K 250 – –
FFA
1154
Fairfield Financial Advisors
Massachusetts
$25.8K 248 +1 +0.4%
HPC
1155
HM Payson & Co
Maine
$24.6K 236 -117 -33%
PA
1156
Pineridge Advisors
Missouri
$24.4K 234 +2 +0.9%
VWM
1157
Valley Wealth Managers
New Jersey
$23.5K 226 – –
AWA
1158
Authentikos Wealth Advisory
California
$23.5K 226 +226 New
OIA
1159
Optimum Investment Advisors
Illinois
$22.8K 219 – –
YDMI
1160
Y.D. More Investments
Israel
$22.7K 218 +218 New
AWM
1161
AllSquare Wealth Management
New York
$22.1K 212 – –
RCM
1162
Raleigh Capital Management
North Carolina
$22.1K 212 +1 +0.5%
EDRH
1163
Edmond de Rothschild Holding
Switzerland
$21.3K 204 -244 -54%
DJSG
1164
D.J. St. Germain
Massachusetts
$21.2K 203 -70 -26%
CFS
1165
CGC Financial Services
Oregon
$20.8K 200 – –
AEPWM
1166
Atlantic Edge Private Wealth Management
Florida
$20.4K 196 +1 +0.5%
PS
1167
Planned Solutions
California
$18.6K 179 +179 New
AIC
1168
Archer Investment Corporation
Indiana
$18.6K 178 – –
HWA
1169
Heritage Wealth Advisors
Virginia
$17.8K 171 +41 +32%
CB
1170
CNB Bank
Pennsylvania
$17.2K 165 – –
AFS
1171
Annapolis Financial Services
Maryland
$16.3K 156 – –
CYG
1172
Clean Yield Group
Vermont
$15.8K 152 -100 -40%
AWM
1173
Aberdeen Wealth Management
Illinois
$15.6K 150 – –
ACM
1174
Anfield Capital Management
California
$15.4K 591 – –
NIC
1175
Northwest Investment Counselors
Oregon
$15.3K 147 +147 New
45 46
47
48 49