Schwab US Large-Cap Growth ETF
SCHG
1,381 hedge funds and large institutions have $76B invested in Schwab US Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 523 increasing their positions, 477 reducing their positions, and 47 closing their positions.
387% more first-time investments, than exits
New positions opened: 229 | Existing positions closed: 47
335% more capital invested
Capital invested by funds: $17.5B → $76B (+$58.5B)
93% more call options, than puts
Call options by funds: $8.15M | Put options by funds: $4.22M
20% more funds holding in top 10
Funds holding in top 10: 188 → 226 (+38)
12% more funds holding
Funds holding: 1,228 → 1,381 (+153)
10% more repeat investments, than reductions
Existing positions increased: 523 | Existing positions reduced: 477
54.75% less ownership
Funds ownership: 225.05% → 170.3% (-55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$42.7B |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$160M |
| 3 |
LPL Financial
San Diego,
California
|
+$133M |
| 4 |
Morgan Stanley
New York
|
+$72.2M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$400M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$143M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$94.7M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$73.8M |
| 5 |
SWM
SK Wealth Management
Providence,
Rhode Island
|
-$57.6M |
SCHG Hedge Fund Activity: Q4 2024 in Review
1,381 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2024, worth a combined $76B — up 335% from $17.5B a quarter earlier.
Buyers outnumbered sellers: 229 funds opened new SCHG positions and 47 closed out — a net gain of 182 holders — while 523 added to existing stakes and 477 trimmed.
The largest buyer was Koshinski Asset Management, adding an estimated $42.7B. The largest seller was Moneta Group Investment Advisors, cutting an estimated $400M.
- 1,381 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2024, up from 1,228 in Q3 2024.
- Funds reported $76B of Schwab US Large-Cap Growth ETF stock for Q4 2024, up 335% quarter-over-quarter.
- 229 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2024 and 47 closed out, a net change of +182 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2024 was Koshinski Asset Management, an estimated $42.7B added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2024 was Moneta Group Investment Advisors, an estimated $400M sold.
Based on aggregated 13F filings for Q4 2024.