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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.

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 %
GB
101
Goepper Burkhardt
South Carolina
$34.4M -$530K -19,034 -2%
BDWCC
102
B&D White Capital Company
Texas
$33.8M +$6.08M +218,049 +22%
DB
103
Dravo Bay
Delaware
$33.3M +$745K +26,724 +2%
WIA
104
World Investment Advisors
California
$33.1M +$22M +790,409 +198%
MIA
105
Milestone Investment Advisors
Wisconsin
$33M -$36.8K -1,321 -0.1%
FCA
106
FLC Capital Advisors
California
$33M +$257K +9,215 +0.8%
FAN
107
Financial Advisors Network
California
$32.4M +$32.4M +1,163,818 New
MFGP
108
Marshall Financial Group (Pennsylvania)
Pennsylvania
$32.3M -$765K -27,454 -2%
BMWS
109
Brady Martz Wealth Solutions
North Dakota
$32.1M +$32.1M +1,165,977 New
NG
110
Novem Group
New York
$31.9M +$31.9M +1,145,050 New
CP
111
Capital Planning
Washington
$31.7M -$626K -22,458 -2%
UW
112
Unique Wealth
Florida
$30.4M -$2.88M -103,239 -9%
AWM
113
Apollon Wealth Management
South Carolina
$30.1M +$3.95M +141,752 +15%
VH
114
Visionary Horizons
Tennessee
$29.9M +$799K +28,666 +3%
MCA
115
Midwest Capital Advisors
Michigan
$29.3M +$29.3M +1,051,703 New
AFP
116
Ausdal Financial Partners
Iowa
$29.3M +$11.1M +398,122 +61%
RCM
117
Richardson Capital Management
Wisconsin
$28.9M -$84.6K -3,035 -0.3%
I
118
INVST
Indiana
$28.7M -$277K -9,956 -1%
MWM
119
Modera Wealth Management
New Jersey
$28.5M -$414K -14,839 -1%
AAP
120
Arax Advisory Partners
Colorado
$27.8M -$1M -36,049 -3%
SCM
121
Spreng Capital Management
Ohio
$27.6M +$1.8M +64,461 +7%
IAA
122
Independent Advisor Alliance
North Carolina
$27M +$23.5M +843,226 +668%
AWS
123
Atria Wealth Solutions
New York
$27M +$491K +17,629 +2%
MWM
124
Meridian Wealth Management
Kentucky
$27M +$592K +21,237 +2%
GC
125
Garde Capital
Washington
$26.6M -$233K -8,362 -0.9%
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