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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
1
Koshinski Asset Management
Illinois
$56.1B
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$163M
3
LPL Financial
3
LPL Financial
California
$615M
4
Morgan Stanley
4
Morgan Stanley
New York
$305M
5
Lido Advisors
5
Lido Advisors
California
$68.9M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$134M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.11B
3
IAIM
3
International Assets Investment Management
Florida
$542K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$35.6M
5
SWM
5
SK Wealth Management
Rhode Island
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
1151
Bouchey Financial Group
New York
$219K -$56 -2 -0%
PWP
1152
Precedent Wealth Partners
Texas
$219K -$85.3K -3,061 -28%
PAI
1153
Pittenger & Anderson Inc
Nebraska
$218K – – –
FTWA
1154
Fifth Third Wealth Advisors
Ohio
$217K -$22.3K -800 -9%
BIA
1155
Bell Investment Advisors
California
$217K +$2.79K +100 +1%
GT
1156
Glenview Trust
Kentucky
$217K -$277K -9,952 -56%
FFP
1157
FourThought Financial Partners
Florida
$216K +$216K +7,760 New
PCS
1158
Personal CFO Solutions
New Jersey
$215K -$135K -4,833 -38%
ATC
1159
Argent Trust Co
Tennessee
$215K – – –
SCM
1160
Saxony Capital Management
Missouri
$215K +$215K +7,710 New
AG
1161
Advocate Group
Minnesota
$215K +$362 +13 +0.2%
FWM
1162
Fonville Wealth Management
Virginia
$213K -$8.14K -292 -4%
PWM
1163
Penobscot Wealth Management
Maine
$213K +$213K +7,632 New
RRA
1164
Round Rock Advisors
Connecticut
$212K +$212K +7,617 New
AIFAIM
1165
American Institute for Advanced Investment Management
Arizona
$212K +$212K +7,600 New
PGF
1166
Plan Group Financial
Oklahoma
$211K -$14.5K -522 -6%
DIM
1167
Delta Investment Management
California
$211K +$211K +7,572 New
TFG
1168
Tull Financial Group
Virginia
$211K +$211K +7,560 New
CIA
1169
Cladis Investment Advisory
Montana
$210K +$210K +7,536 New
TIA
1170
Traphagen Investment Advisors
New Jersey
$210K +$210K +7,525 New
CNBTD
1171
Citizens National Bank Trust Department
Mississippi
$208K – – –
ZIC
1172
ZWJ Investment Counsel
Georgia
$207K +$207K +7,420 New
PCM
1173
Palouse Capital Management
Washington
$206K +$1.59K +57 +0.8%
BA
1174
Bellwether Advisors
Nebraska
$205K +$205K +7,341 New
WT
1175
Washington Trust
Rhode Island
$205K – – –
45 46
47
48 49