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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 %
PK
1201
Pflug Koory
Nebraska
$153K +$195 +7 +0.1%
PFA
1202
Pathway Financial Advisers
Indiana
$152K +$152K +5,460 New
QCG
1203
Quadrant Capital Group
Ohio
$152K +$147K +5,260 +2,989%
Fifth Third Bancorp
1204
Fifth Third Bancorp
Ohio
$150K – – –
NWM
1205
Nova Wealth Management
Florida
$148K +$148K +5,312 New
SFG
1206
Stonebridge Financial Group
Pennsylvania
$140K +$140K +5,040 New
BTI
1207
Blue Trust Inc
Georgia
$140K -$292K -10,477 -68%
TAM
1208
Tucker Asset Management
Colorado
$137K +$948 +34 +0.7%
TCM
1209
TD Capital Management
Tennessee
$136K +$139 +5 +0.1%
HHGA
1210
Halbert Hargrove Global Advisors
California
$136K -$84.7K -3,040 -38%
JFGIW
1211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K – – –
FCAS
1212
First Command Advisory Services
Texas
$131K -$62.7K -2,250 -32%
GWANC
1213
Guardian Wealth Advisors (North Carolina)
North Carolina
$130K +$892 +32 +0.7%
YP
1214
YANKCOM Partnership
South Dakota
$128K +$128K +4,608 New
MSG
1215
Main Street Group
Virginia
$127K – – –
VAG
1216
VisionPoint Advisory Group
Texas
$125K +$7.99K +287 +7%
HCP
1217
Hexagon Capital Partners
Arkansas
$122K -$17K -610 -12%
CP
1218
Castleview Partners
Texas
$121K – – –
CAL
1219
Capital Analysts LLC
Pennsylvania
$119K -$63.7K -2,280 -35%
KSB
1220
Kennebec Savings Bank
Maine
$119K – – –
PA
1221
PSI Advisors
Florida
$118K – – –
WTFG
1222
Wood Tarver Financial Group
Idaho
$114K +$114K +4,104 New
JFA
1223
JNBA Financial Advisors
Minnesota
$113K +$28 +1 +0%
TCM
1224
Tradewinds Capital Management
Washington
$112K +$2.23K +80 +2%
MLA
1225
MB, Levis & Associates
Pennsylvania
$112K +$84 +3 +0.1%
47 48
49
50 51