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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
Koshinski Asset Management
Illinois
$56.1B
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$163M
3
LPL Financial
LPL Financial
California
$615M
4
Morgan Stanley
Morgan Stanley
New York
$305M
5
Lido Advisors
Lido Advisors
California
$68.9M

Top Sellers

1
MGIA
Moneta Group Investment Advisors
Missouri
$134M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.11B
3
IAIM
International Assets Investment Management
Florida
$542K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.6M
5
SWM
SK Wealth Management
Rhode Island
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
1251
Quent Capital
New York
$58.2K – – –
HWM
1252
HighMark Wealth Management
Minnesota
$57K +$28 +1 +0%
BSB
1253
Bangor Savings Bank
Maine
$56.9K -$16.7K -600 -23%
WTC
1254
WhitTier Trust Company
Nevada
$53.5K – – –
BHWM
1255
Beaird Harris Wealth Management
Texas
$53.3K – – –
CJ
1256
Caitlin John
Michigan
$52.4K -$157K -5,640 -75%
DPW
1257
DiNuzzo Private Wealth
Pennsylvania
$51.6K – – –
EWM
1258
EPG Wealth Management
Georgia
$50.9K -$28 -1 -0.1%
CCMI
1259
Creative Capital Management Investments
California
$50.9K +$28 +1 +0.1%
MA
1260
MCF Advisors
Kentucky
$50.5K – – –
BWM
1261
Bernard Wealth Management
Michigan
$50.5K +$50.5K +1,811 New
HMS
1262
Hanseatic Management Services
New Mexico
$49.5K +$864 +31 +2%
PA
1263
Pineridge Advisors
Missouri
$49K +$22.9K +821 +88%
ME
1264
McIlrath & Eck
Washington
$48.7K – – –
AWM
1265
AllSquare Wealth Management
New York
$47.7K +$24.1K +864 +102%
WPA
1266
West Paces Advisors
Georgia
$47.6K – – –
DF
1267
Dunhill Financial
United Kingdom
$46.3K +$46.3K +1,660 New
Q1WB
1268
Quest 10 Wealth Builders
Virginia
$45.4K +$45.4K +1,628 New
AT
1269
Avalon Trust
New Mexico
$44.6K – – –
HFS
1270
Hopwood Financial Services
Virginia
$44.1K +$44.1K +1,584 New
MIM
1271
Marshall Investment Management
Colorado
$40.6K +$40.6K +390 New
KHC
1272
Koesten Hirschmann & Crabtree
Kansas
$40.4K +$56 +2 +0.1%
TC
1273
Trust Company
Kansas
$39.7K – – –
FCMT
1274
Founders Capital Management (Texas)
Texas
$39.1K – – –
RBC
1275
Roble Belko & Company
Pennsylvania
$38K – – –
49 50
51
52 53