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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,381
Holders Change
+153
Holders Change %
+12.46%
% of All Funds
18.19%
Holding in Top 10
226
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+20.21%
% of All Funds
2.98%
New
229
Increased
523
Reduced
477
Closed
47
Calls
$8.15M
Puts
$4.22M
Net Calls
+$3.94M
Net Calls Change
-$868K

Top Buyers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$42.7B
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$160M
3
LPL Financial
LPL Financial
California
+$133M
4
Morgan Stanley
Morgan Stanley
New York
+$72.2M
5
Lido Advisors
Lido Advisors
California
+$63M

Top Sellers

Rank Fund Capital Flow
1
MGIA
Moneta Group Investment Advisors
Missouri
-$400M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$143M
3
IAIM
International Assets Investment Management
Florida
-$94.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$73.8M
5
SWM
SK Wealth Management
Rhode Island
-$57.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1351
Sugarloaf Wealth Management
Georgia
$8.36K – – –
FFA
1352
Frazier Financial Advisors
Ohio
$8.17K -$55 -2 -0.7%
OPTFSNA
1353
Old Point Trust & Financial Services N A
Virginia
$7.69K +$7.55K +276 New
NFSG
1354
Newbridge Financial Services Group
Florida
$7.41K +$7.28K +266 New
CAM
1355
Costello Asset Management
Pennsylvania
$7.13K – – –
BIM
1356
Breakwater Investment Management
Washington
$7.02K +$4.05K +148 +142%
FLP
1357
Financial Life Planners
Arizona
$6.96K +$6.84K +250 New
CMA
1358
Cedar Mountain Advisors
Oregon
$6.91K – – –
RA
1359
Ransom Advisory
Rhode Island
$5.59K +$27 +1 +0.5%
MSFP
1360
Mark Sheptoff Financial Planning
Connecticut
$4.91K – – –
AA
1361
Addison Advisors
Vermont
$4.46K – – –
AAG
1362
Armstrong Advisory Group
Massachusetts
$3.48K +$3.42K +125 New
SAS
1363
Spurstone Advisory Services
Connecticut
$3.12K +$3.06K +112 New
KFP
1364
Keener Financial Planning
Texas
$3K +$2.95K +108 New
TIM
1365
Thompson Investment Management
Wisconsin
$2.9K – – –
TCOV
1366
Trust Company of Vermont
Vermont
$2.56K – – –
NWWA
1367
New Wave Wealth Advisors
Arkansas
$2.42K -$249K -9,105 -99%
SIC
1368
SJS Investment Consulting
Ohio
$2.23K – – –
TRCT
1369
Tower Research Capital (TRC)
New York
$2.23K -$1.21M -44,224 -100%
GI
1370
GAMMA Investing
California
$1.9K – – –
WT
1371
Whittier Trust
California
$1.45K – – –
RCA
1372
Runnymede Capital Advisors
Ohio
$1.42K +$1.4K +51 New
CWP
1373
Concord Wealth Partners
Virginia
$669 -$875 -32 -57%
FGC
1374
Financial Gravity Companies
Texas
$557 – – –
CWM
1375
Cranbrook Wealth Management
Michigan
$307 +$301 +11 New
53 54
55
56 57

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.