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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 %
MFT
1276
Moisand Fitzgerald Tamayo
Florida
$36.3K – – –
CTC
1277
Central Trust Company
Missouri
$36.1K – – –
SL
1278
Salomon & Ludwin
Virginia
$35.7K – – –
MAS
1279
MPWM Advisory Solutions
Georgia
$35.6K +$35.6K +1,276 New
MIA
1280
MeadowBrook Investment Advisors
Michigan
$34.7K – – –
BF
1281
BOK Financial
Oklahoma
$33.9K – – –
RDFA
1282
Ritter Daniher Financial Advisory
Ohio
$33.1K – – –
TFGT
1283
TS Financial Group (TSFG)
Illinois
$33K – – –
National Bank of Canada
1284
National Bank of Canada
Quebec, Canada
$31.3K +$9.7K +348 +45%
HI
1285
Human Investing
Oregon
$28.6K +$28.6K +1,025 New
VCM
1286
Versant Capital Management
Arizona
$28.4K +$28 +1 +0.1%
W
1287
WealthCollab
Washington
$27.9K – – –
SSB
1288
Sandy Spring Bank
Maryland
$27.8K -$44.6K -1,600 -62%
FFA
1289
Fairfield Financial Advisors
Massachusetts
$27.6K -$28 -1 -0.1%
HPC
1290
HM Payson & Co
Maine
$26.3K – – –
VWM
1291
Valley Wealth Managers
New Jersey
$25.2K – – –
OIA
1292
Optimum Investment Advisors
Illinois
$24.4K – – –
YDMI
1293
Y.D. More Investments
Israel
$24.3K – – –
RCM
1294
Raleigh Capital Management
North Carolina
$23.6K – – –
EDRH
1295
Edmond de Rothschild Holding
Switzerland
$22.7K – – –
DJSG
1296
D.J. St. Germain
Massachusetts
$22.7K +$28 +1 +0.1%
CFS
1297
CGC Financial Services
Oregon
$22.3K – – –
AEPWM
1298
Atlantic Edge Private Wealth Management
Florida
$21.8K -$56 -2 -0.3%
HI
1299
Horizon Investments
North Carolina
$20.7K +$10K +359 +93%
SIM
1300
Synergy Investment Management
Florida
$20.4K +$20.4K +732 New
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