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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 %
AFG
101
Atomi Financial Group
New York
$30.3M 291,049 +46,120 +19%
CP
102
Capital Planning
Washington
$30.2M 290,276 +743 +0.3%
CAG
103
Curtis Advisory Group
California
$29.9M 286,774 +87 +0%
RJA
104
Raymond James & Associates
Florida
$29.3M 280,917 +7,083 +3%
BFG
105
Bleakley Financial Group
New Jersey
$27.5M 264,333 -28,850 -10%
VH
106
Visionary Horizons
Tennessee
$27.2M 261,432 +5,444 +2%
RCM
107
Richardson Capital Management
Wisconsin
$27.1M 260,181 +3,599 +1%
I
108
INVST
Indiana
$27.1M 260,160 -44,941 -15%
MWM
109
Modera Wealth Management
New Jersey
$27M 258,930 -3,196 -1%
AAP
110
Arax Advisory Partners
Colorado
$26.9M 258,277 -6,970 -3%
VC
111
Veery Capital
Delaware
$26.7M 256,557 +173,255 +208%
BDWCC
112
B&D White Capital Company
Texas
$25.9M 248,465 +13,739 +6%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$25.7M 994,041 +760,606 +326%
BA
114
Ballast Advisors
Minnesota
$25.6M 245,759 -4,527 -2%
MOS
115
MGO One Seven
Ohio
$25.4M 243,734 -7,086 -3%
GC
116
Garde Capital
Washington
$25.1M 240,613 -5,421 -2%
AWS
117
Atria Wealth Solutions
New York
$24.8M 237,643 -21,017 -8%
MWM
118
Meridian Wealth Management
Kentucky
$24.6M 236,476 +236,476 New
AWM
119
Apollon Wealth Management
South Carolina
$24.4M 234,456 -18,900 -7%
SCM
120
Spreng Capital Management
Ohio
$24.1M 231,622 +113,189 +96%
CFS
121
CRA Financial Services
New Jersey
$23.9M 229,714 -1,154 -0.5%
DP
122
Denver PWM
Colorado
$23.9M 228,950 +672 +0.3%
IP
123
Ignite Planners
California
$23.8M 228,608 +1,101 +0.5%
WCM
124
Weaver Capital Management
Georgia
$23.2M 223,084 -2,984 -1%
RWM
125
RKL Wealth Management
Pennsylvania
$23M 221,180 -4,054 -2%
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5
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