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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 %
AIC
1301
Archer Investment Corporation
Indiana
$19.9K +$28 +1 +0.1%
LDB
1302
Lee, Danner & Bass
Tennessee
$19.5K +$19.5K +700 New
BCM
1303
Basso Capital Management
Connecticut
$19.3K +$19.3K +692 New
HWA
1304
Heritage Wealth Advisors
Virginia
$19K -$28 -1 -0.1%
CB
1305
CNB Bank
Pennsylvania
$18.4K – – –
MHR
1306
Matthew Hamilton Rosenberg
$18.3K +$18.3K +657 New
ACM
1307
Anfield Capital Management
California
$18.1K -$47.8K -1,716 -73%
CYG
1308
Clean Yield Group
Vermont
$16.9K – – –
CAM
1309
Creekmur Asset Management
Illinois
$16.8K +$9.98K +358 +147%
SIS
1310
Sound Income Strategies
Florida
$16.8K +$920 +33 +6%
AWM
1311
Aberdeen Wealth Management
Illinois
$16.7K – – –
RTL
1312
Red Tortoise LLC
Georgia
$15.7K +$15.7K +564 New
WWM
1313
Wagner Wealth Management
South Carolina
$15.5K +$1.53K +55 +11%
MAM
1314
Morse Asset Management
Connecticut
$15.4K -$223 -8 -1%
EBA
1315
Eagle Bay Advisors
New York
$15.4K +$11.5K +411 +294%
JFG
1316
JDM Financial Group
Texas
$14.3K – – –
CSB
1317
City State Bank
Iowa
$14K +$8.25K +296 +142%
HIA
1318
Harbor Investment Advisory
Maryland
$13.8K – – –
KFI
1319
Key Financial Inc
Pennsylvania
$13.8K – – –
EWA
1320
EverSource Wealth Advisors
Alabama
$13.3K -$892 -32 -6%
RJA
1321
Ross\Johnson & Associates
Minnesota
$12.6K +$12.6K +452 New
LI
1322
LRI Investments
Florida
$12.5K -$37.5K -1,344 -75%
FHA
1323
First Horizon Advisors
Tennessee
$12.2K -$112K -4,006 -90%
ACA
1324
Atlas Capital Advisors
Wyoming
$11.8K +$5.57K +200 +89%
FDCDDQ
1325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K – – –
51 52
53
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