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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 %
HNB
1326
Huntington National Bank
Ohio
$11.4K -$35.6K – –
AGWCA
1327
Annis Gardner Whiting Capital Advisors
Florida
$11.1K – – –
PP
1328
PrairieView Partners
Minnesota
$11K – – –
1L
1329
10Elms LLP
Oklahoma
$10.9K +$10.9K +392 New
GWP
1330
Gen-Wealth Partners
Michigan
$10.9K -$27.5K -988 -72%
EFP
1331
EnRich Financial Partners
Wisconsin
$10.7K +$892 +32 +9%
AA
1332
AlphaMark Advisors
Kentucky
$10K +$10K +360 New
CA
1333
Crewe Advisors
Utah
$9.68K -$28 -1 -0.3%
SFA
1334
Semmax Financial Advisors
North Carolina
$9.14K -$27.3K -947 -75%
SWM
1335
Sugarloaf Wealth Management
Georgia
$8.36K – – –
FFA
1336
Frazier Financial Advisors
Ohio
$8.17K -$56 -2 -0.7%
OPTFSNA
1337
Old Point Trust & Financial Services N A
Virginia
$7.69K +$7.69K +276 New
NFSG
1338
Newbridge Financial Services Group
Florida
$7.41K +$7.41K +266 New
CAM
1339
Costello Asset Management
Pennsylvania
$7.14K – – –
BIM
1340
Breakwater Investment Management
Washington
$7.02K +$4.13K +148 +142%
FLP
1341
Financial Life Planners
Arizona
$6.96K +$6.96K +250 New
CMA
1342
Cedar Mountain Advisors
Oregon
$6.91K – – –
MSFP
1343
Mark Sheptoff Financial Planning
Connecticut
$4.91K – – –
AA
1344
Addison Advisors
Vermont
$4.46K – – –
AAG
1345
Armstrong Advisory Group
Massachusetts
$3.48K +$3.48K +125 New
SAS
1346
Spurstone Advisory Services
Connecticut
$3.12K +$3.12K +112 New
KFP
1347
Keener Financial Planning
Texas
$3K +$3K +108 New
TIM
1348
Thompson Investment Management
Wisconsin
$2.9K – – –
TCOV
1349
Trust Company of Vermont
Vermont
$2.56K – – –
NWWA
1350
New Wave Wealth Advisors
Arkansas
$2.43K -$254K -9,105 -99%
52 53
54
55 56