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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 %
ARC
1176
Advisor Resource Council
Texas
$204K +$204K +7,336 New
LA
1177
Latitude Advisors
Florida
$204K +$204K +7,336 New
CRI
1178
Colonial River Investments
Virginia
$204K +$204K +7,335 New
HCMT
1179
Highland Capital Management (Tennessee)
Tennessee
$203K -$10.9K -392 -5%
CRWM
1180
Castle Rock Wealth Management
California
$203K +$203K +7,028 New
RA
1181
Rodgers & Associates
Pennsylvania
$203K -$39K -1,400 -16%
FPGK
1182
Financial Partners Group (Kansas)
Kansas
$203K +$203K +7,268 New
KWS
1183
Keystone Wealth Services
California
$202K +$202K +7,246 New
AIA
1184
AssuredPartners Investment Advisors
Florida
$201K +$201K +7,216 New
LIM
1185
Lathrop Investment Management
Arkansas
$201K -$33.5K -1,200 -14%
PRI
1186
Prepared Retirement Institute
Pennsylvania
$201K +$201K +7,208 New
CAG
1187
Crestwood Advisors Group
Massachusetts
$201K +$201K +7,196 New
PAS
1188
PKS Advisory Services
New York
$200K +$200K +7,182 New
FWM
1189
FLP Wealth Management
Arkansas
$193K +$193K +6,922 New
CAS
1190
Coppell Advisory Solutions
Texas
$192K -$87.7K -3,116 -31%
AIM
1191
Anchor Investment Management
South Carolina
$184K – – –
GT
1192
Glenmede Trust
Pennsylvania
$183K – – –
WWP
1193
WR Wealth Planners
Missouri
$178K -$144K -5,179 -45%
HFS
1194
Hantz Financial Services
Michigan
$177K +$117K +4,172 +193%
HT
1195
Headlands Technologies
Illinois
$175K +$175K +6,272 New
GWSA
1196
Global Wealth Strategies & Associates
Colorado
$161K – – –
CT
1197
Clearstead Trust
Maine
$160K – – –
AWM
1198
Accredited Wealth Management
Kentucky
$157K +$157K +5,636 New
UCB
1199
United Community Bank
South Carolina
$156K +$156K +5,600 New
SIC
1200
Salem Investment Counselors
North Carolina
$153K +$52K +1,867 +52%
46 47
48
49 50