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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 %
PI
1251
PFG Investments
New York
– – -2,704 Closed
ET
1252
Equitable Trust
Tennessee
– – -2,632 Closed
GC
1253
Grimes & Company
Massachusetts
– – -2,576 Closed
CCM
1254
Chilton Capital Management
Texas
– – -2,563 Closed
LA
1255
LexAurum Advisors
Kansas
– – -2,417 Closed
NFG
1256
Nations Financial Group
Iowa
– – -2,258 Closed
LGG
1257
Luts & Greenleigh Group
Maryland
– – -2,214 Closed
SIA
1258
SkyView Investment Advisors
New Jersey
– – -2,153 Closed
T
1259
TNF
Montana
– – -2,142 Closed
WF
1260
Wayfinding Financial
Washington
– – -2,102 Closed
WSFS
1261
Wilmington Savings Fund Society
Delaware
– – -2,001 Closed
AIFAIM
1262
American Institute for Advanced Investment Management
Arizona
– – -2,000 Closed
SAS
1263
SMI Advisory Services
Indiana
– – -1,937 Closed
LIA
1264
Lynx Investment Advisory
District of Columbia
– – -1,865 Closed
HH
1265
HWG Holdings
Texas
– – -1,837 Closed
PFA
1266
Pathway Financial Advisers
Indiana
– – -1,326 Closed
TWP
1267
Triad Wealth Partners
Kansas
– – -1,005 Closed
CTB
1268
Country Trust Bank
Illinois
– – -798 Closed
FFL
1269
Financial Freedom LLC
Ohio
– – -673 Closed
MWM
1270
Mascoma Wealth Management
New Hampshire
– – -460 Closed
Bessemer Group
1271
Bessemer Group
New Jersey
– – -382 Closed
KFS
1272
Kelly Financial Services
Massachusetts
– – -192 Closed
NFSG
1273
Newbridge Financial Services Group
Florida
– – -64 Closed
CP
1274
Camelot Portfolios
Ohio
– – -56 Closed
NECFA
1275
New England Capital Financial Advisors
Connecticut
– – -7 Closed
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51
52