SCHG icon

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 %
SIS
1176
Sound Income Strategies
Florida
$14.8K 142 +142 New
MAM
1177
Morse Asset Management
Connecticut
$14.6K 140 +140 New
JFG
1178
JDM Financial Group
Texas
$13.3K 128 – –
EWA
1179
EverSource Wealth Advisors
Alabama
$13.2K 127 -16 -11%
WWM
1180
Wagner Wealth Management
South Carolina
$13K 125 +24 +24%
HIA
1181
Harbor Investment Advisory
Maryland
$12.9K 124 – –
KFI
1182
Key Financial Inc
Pennsylvania
$12.9K 124 – –
FNWA
1183
Financial Network Wealth Advisors
Utah
$12.4K 119 -535 -82%
LI
1184
LRI Investments
Florida
$12.3K 448 +336 +300%
NFA
1185
Northwest Financial Advisors
Virginia
$10.9K 105 +105 New
FDCDDQ
1186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K 102 +102 New
AGWCA
1187
Annis Gardner Whiting Capital Advisors
Florida
$10.4K 100 -7,586 -99%
IWP
1188
IAG Wealth Partners
Wisconsin
$10.1K 97 +97 New
PP
1189
PrairieView Partners
Minnesota
$10K 100 – –
IAIM
1190
International Assets Investment Management
Florida
$9.39K 870,642 +865,775 +17,789%
GWP
1191
Gen-Wealth Partners
Michigan
$9.21K 345 +272 +373%
EFP
1192
EnRich Financial Partners
Wisconsin
$9.17K 88 – –
CA
1193
Crewe Advisors
Utah
$9.06K 87 +87 New
SFA
1194
Semmax Financial Advisors
North Carolina
$8.79K 316 +237 +300%
SWM
1195
Sugarloaf Wealth Management
Georgia
$7.81K 75 +75 New
FFA
1196
Frazier Financial Advisors
Ohio
$7.56K 73 +1 +1%
CAM
1197
Costello Asset Management
Pennsylvania
$6.67K 64 – –
JIP
1198
Jaffetilchin Investment Partners
Florida
$6.58K 63 +63 New
CMA
1199
Cedar Mountain Advisors
Oregon
$6.46K 62 – –
CAM
1200
Creekmur Asset Management
Illinois
$6.31K 61 +1 +2%
46 47
48
49 50