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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 %
CWM
1376
Cedar Wealth Management
California
– -$1.14M -43,748 Closed
MPCA
1377
Madison Park Capital Advisors
Washington
– -$968K -37,168 Closed
STA
1378
Summit Trail Advisors
New York
– -$927K -35,608 Closed
D.E. Shaw & Co
1379
D.E. Shaw & Co
New York
– -$640K -24,576 Closed
ACM
1380
AlphaStar Capital Management
North Carolina
– -$534K -20,500 Closed
FTDI
1381
First Trust Direct Indexing
Massachusetts
– -$485K -18,604 Closed
QC
1382
Quadrature Capital
United Kingdom
– -$467K -17,936 Closed
Verition Fund Management
1383
Verition Fund Management
Connecticut
– -$453K -17,412 Closed
FFO
1384
Fiduciary Family Office
Florida
– -$450K -17,280 Closed
Simplex Trading
1385
Simplex Trading
Illinois
– -$351K -13,480 Closed
VT
1386
Vise Technologies
New York
– -$320K -12,304 Closed
AFP
1387
Alpha Financial Partners
Kentucky
– -$317K -12,176 Closed
HF
1388
HRT Financial
New York
– -$307K -11,812 Closed
CC
1389
Cypress Capital
Tennessee
– -$250K -9,592 Closed
TWM
1390
TCFG Wealth Management
California
– -$245K -9,404 Closed
HOWA
1391
Heritage Oak Wealth Advisors
Florida
– -$239K -9,192 Closed
BW
1392
Bison Wealth
Georgia
– -$230K -8,832 Closed
OWP
1393
Obermeyer Wealth Partners
Colorado
– -$227K -8,732 Closed
CF
1394
Copperwynd Financial
Arizona
– -$224K -8,600 Closed
MI
1395
Motiv8 Investments
Florida
– -$204K -7,824 Closed
CCFM
1396
Clear Creek Financial Management
Washington
– -$203K -7,796 Closed
HGERS
1397
Householder Group Estate & Retirement Specialist
Arizona
– -$164K -6,320 Closed
BWP
1398
Baldwin Wealth Partners
Massachusetts
– -$160K -6,156 Closed
Belvedere Trading
1399
Belvedere Trading
Illinois
– -$124K -4,768 Closed
PCA
1400
Providence Capital Advisors
North Carolina
– -$105K -4,040 Closed
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