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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 %
FF
1226
Friedenthal Financial
New Jersey
$107K – – –
PS
1227
Pinney & Scofield
Massachusetts
$105K +$105K +3,760 New
LWANC
1228
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K -$3.62K -130 -3%
WWM
1229
Wolff Wiese Magana
California
$99.3K +$56 +2 +0.1%
AIA
1230
Armor Investment Advisors
North Carolina
$90.9K -$30.7K -1,100 -25%
GWSG
1231
GPS Wealth Strategies Group
Colorado
$87.9K +$3.07K +110 +4%
VWA
1232
VSM Wealth Advisory
Maryland
$87.2K +$87.2K +3,128 New
PFM
1233
Phillips Financial Management
Indiana
$86.3K +$58K +2,080 +205%
TFA
1234
Toth Financial Advisory
Virginia
$86K +$725 +26 +0.8%
CMBA
1235
C.M. Bidwell & Associates
Hawaii
$85.9K +$167 +6 +0.2%
EA
1236
Evolution Advisers
Virginia
$84K -$19.1K -688 -18%
T
1237
Tidemark
California
$81.8K – – –
JHCP
1238
Jackson Hole Capital Partners
Oklahoma
$80.3K – – –
BFPW
1239
BOK Financial Private Wealth
Colorado
$79.6K -$28 -1 -0%
BCMLT
1240
Beacon Capital Management LLC (Tennessee)
Tennessee
$79.4K +$1.09K +39 +1%
AW
1241
Avion Wealth
Texas
$79K -$28 -1 -0%
MFA
1242
Morling Financial Advisors
California
$77.6K +$77.6K +2,784 New
BFP
1243
Briaud Financial Planning
Texas
$76K – – –
HFS
1244
Horizon Financial Services
North Carolina
$73.5K +$8.53K +306 +13%
CPA
1245
Compass Planning Associates
Massachusetts
$69.6K +$69.6K +2,497 New
AIP
1246
Ameritas Investment Partners
Nebraska
$67.1K – – –
BCM
1247
Blume Capital Management
California
$66.9K – – –
KA
1248
Kozak & Associates
Colorado
$64.3K -$193K -6,808 -75%
WA
1249
Whipplewood Advisors
Colorado
$60.5K +$60.5K +2,172 New
CHC
1250
City Holding Co
West Virginia
$58.5K -$1.89K -68 -3%
48 49
50
51 52