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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,220 hedge funds and large institutions have $17.5B invested in Schwab US Large-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 502 increasing their positions, 428 reducing their positions, and 53 closing their positions.

Holders
1,220
Holders Change
+45
Holders Change %
+3.83%
% of All Funds
17.65%
Holding in Top 10
186
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.11%
% of All Funds
2.69%
New
111
Increased
502
Reduced
428
Closed
53
Calls
$14.2M
Puts
$9.4M
Net Calls
+$4.81M
Net Calls Change
-$1.15M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.14B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$127M
3
MG
3
Mather Group
Illinois
$1.02B
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$122M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$3.49M
2
APP
2
Avantax Planning Partners
Iowa
$407M
3
SFC
3
Strategic Financial Concepts
Texas
$630K
4
AIA
4
Angeles Investment Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$216M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$22.8M 218,454 -6,874 -3%
SPC
127
Sigma Planning Corp
Michigan
$22.1M 211,843 +42,477 +25%
FA
128
Fountainhead AM
New Jersey
$21.7M 207,901 -12,332 -6%
HG
129
Harbor Group
New Hampshire
$21.6M 206,997 -12,324 -6%
FPIS
130
Financial Planning & Information Services
Wisconsin
$20.8M 199,772 +37,326 +23%
ACM
131
Alpha Capital Management
Texas
$20.4M 195,342 -5,885 -3%
US Bancorp
132
US Bancorp
Minnesota
$20.3M 195,240 -5,336 -3%
AWS
133
Aspen Wealth Strategies
Colorado
$20.3M 195,078 +6,274 +3%
PSIWM
134
Paradigm Strategies in Wealth Management
Minnesota
$20.3M 194,560 +5,032 +3%
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$20M 192,118 +8,494 +5%
SWM
136
SK Wealth Management
Rhode Island
$20M 702,681 +702,681 New
BDF
137
Black Diamond Financial
Maryland
$20M 190,858 +13,648 +8%
SC
138
Savant Capital
Illinois
$19.9M 191,124 -6,220 -3%
PS
139
Principal Securities
Iowa
$19.8M 190,177 +16,016 +9%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$19.6M 187,666 +3,408 +2%
FAM
141
Family Asset Management
South Carolina
$19.5M 186,741 +2,461 +1%
SS
142
Sunbelt Securities
Texas
$19.3M 185,381 +4,361 +2%
SFA
143
Seneca Financial Advisors
New York
$19.3M 185,108 +3,644 +2%
EFG
144
Ethos Financial Group
Pennsylvania
$19.1M 182,958 -3,111 -2%
WA
145
WBH Advisory
Maryland
$18.8M 180,129 -2,890 -2%
SW
146
SkyOak Wealth
Michigan
$18.8M 179,990 +2,849 +2%
RWA
147
Redhawk Wealth Advisors
Minnesota
$18.7M 179,096 -43,939 -20%
BTWM
148
Brass Tax Wealth Management
Ohio
$18.6M 178,455 +141,191 +379%
CFGS
149
Concourse Financial Group Securities
Alabama
$18.1M 174,178 -7,493 -4%
JIC
150
Johnson Investment Counsel
Ohio
$18.1M 173,941 +17,930 +11%
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