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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 %
SIC
1351
SJS Investment Consulting
Ohio
$2.23K – – –
TRCT
1352
Tower Research Capital (TRC)
New York
$2.23K -$1.23M -44,224 -100%
GI
1353
GAMMA Investing
California
$1.9K – – –
WT
1354
Whittier Trust
California
$1.45K – – –
RCA
1355
Runnymede Capital Advisors
Ohio
$1.42K +$1.42K +51 New
CWP
1356
Concord Wealth Partners
Virginia
$669 -$892 -32 -57%
FGC
1357
Financial Gravity Companies
Texas
$557 – – –
CWM
1358
Cranbrook Wealth Management
Michigan
$307 +$307 +11 New
IHWM
1359
Iron Horse Wealth Management
Iowa
$223 – – –
SAM
1360
Synergy Asset Management
Washington
$140 +$140 +1 New
HNW
1361
High Note Wealth
Minnesota
$81 +$81 +3 New
NS
1362
NBC Securities
Alabama
$62 -$53.5K -1,726 -100%
TC
1363
Truvestments Capital
Florida
$56 +$56 +2 New
EAM
1364
Eukles Asset Management
Ohio
$56 +$56 +2 New
NC
1365
NewSquare Capital
Pennsylvania
$40 +$40 +1 New
Prudential Financial
1366
Prudential Financial
New Jersey
– -$36.7M -1,409,488 Closed
CSPIA
1367
Cary Street Partners Investment Advisory
Virginia
– -$19.6M -750,664 Closed
ECA
1368
Elevation Capital Advisory
Oregon
– -$8.71M -334,508 Closed
DAS
1369
Dynamic Advisor Solutions
Arizona
– -$8.29M -318,420 Closed
WWM
1370
Western Wealth Management
Colorado
– -$7.1M -272,704 Closed
ZIMP
1371
Zimmermann Investment Management & Planning
Pennsylvania
– -$2.81M -107,904 Closed
FTUS
1372
Flow Traders U.S.
New York
– -$2.12M -81,320 Closed
Marshall Wace
1373
Marshall Wace
United Kingdom
– -$2.02M -77,480 Closed
TNA
1374
True North Advisors
Texas
– -$1.45M -55,648 Closed
OWM
1375
OneAscent Wealth Management
Alabama
– -$1.2M -46,172 Closed
53 54
55
56 57