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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
Koshinski Asset Management
Illinois
$56.1B
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$163M
3
LPL Financial
LPL Financial
California
$615M
4
Morgan Stanley
Morgan Stanley
New York
$305M
5
Lido Advisors
Lido Advisors
California
$68.9M

Top Sellers

1
MGIA
Moneta Group Investment Advisors
Missouri
$134M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.11B
3
IAIM
International Assets Investment Management
Florida
$542K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.6M
5
SWM
SK Wealth Management
Rhode Island
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
126
MGO One Seven
Ohio
$26.3M -$863K -30,952 -3%
SPC
127
Sigma Planning Corp
Michigan
$26.3M +$2.69M +96,480 +11%
DP
128
Denver PWM
Colorado
$26.2M +$702K +25,176 +3%
BFG
129
Bleakley Financial Group
New Jersey
$26.1M -$3.33M -119,579 -11%
CFS
130
CRA Financial Services
New Jersey
$26.1M +$482K +17,291 +2%
JIC
131
Johnson Investment Counsel
Ohio
$26M +$6.62M +237,386 +34%
BA
132
Ballast Advisors
Minnesota
$26M -$1.44M -51,694 -5%
IP
133
Ignite Planners
California
$25.7M -$215K -7,588 -0.8%
IA
134
IFP Advisors
Florida
$24.9M +$537K +19,270 +2%
BDF
135
Black Diamond Financial
Maryland
$24.5M +$3.24M +116,405 +15%
WCM
136
Weaver Capital Management
Georgia
$24M -$897K -32,192 -4%
RWM
137
RKL Wealth Management
Pennsylvania
$23.3M -$1.33M -47,603 -5%
FA
138
Fountainhead AM
New Jersey
$22.7M -$491K -17,604 -2%
HG
139
Harbor Group
New Hampshire
$22.5M -$614K -22,038 -3%
EFG
140
Ethos Financial Group
Pennsylvania
$22.4M +$1.97M +70,640 +10%
PS
141
Principal Securities
Iowa
$22.1M +$916K +32,855 +4%
ACM
142
Alpha Capital Management
Texas
$21.4M -$383K -13,753 -2%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$21.2M -$192K -6,877 -0.9%
US Bancorp
144
US Bancorp
Minnesota
$21.1M -$706K -25,315 -3%
PSIWM
145
Paradigm Strategies in Wealth Management
Minnesota
$20.8M -$920K -33,026 -4%
SC
146
Savant Capital
Illinois
$20.7M -$571K -20,472 -3%
KWA
147
Kingswood Wealth Advisors
California
$20.6M +$5.38M +193,193 +35%
AIA
148
Ally Invest Advisors
North Carolina
$20.5M +$2.38M +85,490 +13%
CSP
149
Cary Street Partners
Virginia
$20.4M +$20.4M +732,318 New
RC
150
Rovin Capital
Arizona
$20.4M +$5.43M +194,967 +36%
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