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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 %
LWM
1226
Liberty Wealth Management
California
– – -63,072 Closed
FIM
1227
Freedom Investment Management
Connecticut
– – -29,384 Closed
NYLIM
1228
New York Life Investment Management
New York
– – -19,833 Closed
SCM
1229
Saxony Capital Management
Missouri
– – -19,032 Closed
SW
1230
SVB Wealth
Massachusetts
– – -17,869 Closed
Renaissance Technologies
1231
Renaissance Technologies
New York
– – -12,900 Closed
KWM
1232
Keebeck Wealth Management
Illinois
– – -10,900 Closed
FFA
1233
Fortune Financial Advisors
Kansas
– – -10,887 Closed
Winslow Capital Management
1234
Winslow Capital Management
Minnesota
– – -8,798 Closed
IA
1235
IFG Advisory
Georgia
– – -7,315 Closed
FAM
1236
Formidable Asset Management
Ohio
– – -7,309 Closed
GBWM
1237
Granite Bay Wealth Management
New Hampshire
– – -6,483 Closed
TIM
1238
Total Investment Management
Arizona
– – -6,270 Closed
EFS
1239
Econ Financial Services
Pennsylvania
– – -5,467 Closed
Wolverine Trading
1240
Wolverine Trading
Illinois
– – -5,295 Closed
CI
1241
Chartist Inc
California
– – -4,799 Closed
RL
1242
Retireful LLC
Michigan
– – -4,460 Closed
KC
1243
Knuff & Co
California
– – -4,251 Closed
PWM
1244
Praetorian Wealth Management
California
– – -3,991 Closed
TPI
1245
Trust Point Inc
Wisconsin
– – -3,853 Closed
HB
1246
HTLF Bank
Colorado
– – -3,809 Closed
AllianceBernstein
1247
AllianceBernstein
Tennessee
– – -3,411 Closed
GCP
1248
GSA Capital Partners
United Kingdom
– – -3,400 Closed
QWM
1249
Quadcap Wealth Management
Texas
– – -3,122 Closed
WMR
1250
Wealth Management Resources
Rhode Island
– – -3,121 Closed
48 49
50
51 52