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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 %
ACA
1201
Atlas Capital Advisors
Wyoming
$5.83K 56 -300 -84%
CSB
1202
City State Bank
Iowa
$5.42K 52 +52 New
National Bank of Canada
1203
National Bank of Canada
Quebec, Canada
$5.05K 194 +16 +9%
HR
1204
Howe & Rusling
New York
$4.9K 47 – –
QCG
1205
Quadrant Capital Group
Ohio
$4.62K 44 +14 +47%
MSFP
1206
Mark Sheptoff Financial Planning
Connecticut
$4.58K 44 – –
AA
1207
Addison Advisors
Vermont
$4.17K 40 – –
EBA
1208
Eagle Bay Advisors
New York
$3.65K 35 – –
MWA
1209
MFA Wealth Advisors
Pennsylvania
$3.47K 33 -3 -8%
TIM
1210
Thompson Investment Management
Wisconsin
$2.71K 26 -100 -79%
BIM
1211
Breakwater Investment Management
Washington
$2.71K 26 – –
HI
1212
Horizon Investments
North Carolina
$2.5K 96 -22 -19%
TCOV
1213
Trust Company of Vermont
Vermont
$2.4K 23 +23 New
SIC
1214
SJS Investment Consulting
Ohio
$2.09K 20 – –
GI
1215
GAMMA Investing
California
$1.77K 17 – –
CWP
1216
Concord Wealth Partners
Virginia
$1.46K 14 – –
WT
1217
Whittier Trust
California
$1.35K 13 – –
KIG
1218
Kessler Investment Group
Indiana
$1.25K 12 – –
BNP Paribas Financial Markets
1219
BNP Paribas Financial Markets
France
$938 9 -4,133 -100%
FGC
1220
Financial Gravity Companies
Texas
$521 5 +5 New
IHWM
1221
Iron Horse Wealth Management
Iowa
$208 2 – –
NC
1222
NewSquare Capital
Pennsylvania
– – – –
AIA
1223
Angeles Investment Advisors
California
– – -554,000 Closed
TF
1224
Threadgill Financial
Texas
– – -198,821 Closed
WA
1225
Win Advisors
Florida
– – -164,111 Closed
47 48
49
50 51