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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 %
SFA
151
Souders Financial Advisors
Ohio
$18M 172,980 -14,595 -8%
FFWA
152
FRG Family Wealth Advisors
Washington
$18M 172,720 -14,494 -8%
WA
153
Waverly Advisors
Alabama
$17.9M 171,710 +3,254 +2%
PWM
154
Perigon Wealth Management
California
$17.7M 169,882 -106,835 -39%
SA
155
Sanctuary Advisors
Indiana
$17.6M 641,829 +497,187 +344%
JJBC
156
James J. Burns & Company
New York
$17.5M 167,859 -4,435 -3%
LTL
157
Lowery Thomas LLC
California
$17.5M 167,776 +5,465 +3%
LA
158
LVW Advisors
New York
$17.4M 167,347 +1,457 +0.9%
GSIS
159
Global Strategic Investment Solutions
Arizona
$17.3M 166,168 -81 -0%
ACA
160
Ackerman Capital Advisors
Texas
$17.2M 165,232 -69,696 -30%
KNFPWM
161
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$17.2M 165,077 +6,264 +4%
AFP
162
Ausdal Financial Partners
Iowa
$17M 162,857 +294 +0.2%
MA
163
Mutual Advisors
Nebraska
$16.9M 639,541 +483,977 +311%
AIA
164
Ally Invest Advisors
North Carolina
$16.9M 162,205 -19,769 -11%
AFG
165
Allegheny Financial Group
Pennsylvania
$16.7M 160,541 -4,893 -3%
HI
166
Harbour Investments
Wisconsin
$16.6M 159,313 +22,055 +16%
WAM
167
Weinberger Asset Management
California
$16.6M 158,916 +879 +0.6%
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$16.5M 158,559 +6,042 +4%
PMG
169
ProVise Management Group
Florida
$16.5M 158,069 -18,784 -11%
IWM
170
IHT Wealth Management
Illinois
$16.5M 159,146 +73,628 +86%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$16.4M 157,368 +139,960 +804%
RFM
172
Royal Fund Management
Florida
$16.3M 155,926 +83,564 +115%
AF
173
Apexium Financial
Texas
$16.2M 155,868 +7,497 +5%
VNA
174
Valley National Advisers
Pennsylvania
$16.1M 154,065 -82,573 -35%
RGF
175
Retirement Guys Formula
Ohio
$15.8M 151,254 +8,364 +6%
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