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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 %
AWS
151
Aspen Wealth Strategies
Colorado
$20.3M -$1.41M -50,763 -7%
BTWM
152
Brass Tax Wealth Management
Ohio
$20.2M +$317K +11,362 +2%
SFA
153
Seneca Financial Advisors
New York
$19.9M -$742K -26,614 -4%
PWM
154
Perigon Wealth Management
California
$19.8M +$790K +28,299 +4%
PA
155
Persium Advisors
Georgia
$19.7M +$19.7M +708,422 New
MAG
156
Members Advisory Group
New York
$19.7M +$4.03M +144,633 +26%
SWM
157
SK Wealth Management
Rhode Island
$19.6M -$58.7M -2,106,676 -75%
WA
158
Waverly Advisors
Alabama
$19.5M +$384K +13,773 +2%
SW
159
SkyOak Wealth
Michigan
$19.5M -$582K -20,865 -3%
FFWA
160
FRG Family Wealth Advisors
Washington
$19.5M +$223K +8,002 +1%
PAG
161
Private Advisor Group
New Jersey
$19.5M +$4.78M +171,470 +33%
KNFPWM
162
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$19.2M +$843K +30,254 +5%
LTL
163
Lowery Thomas LLC
California
$19.1M +$416K +14,942 +2%
SS
164
Sunbelt Securities
Texas
$18.9M -$1.97M -69,947 -9%
SFA
165
Souders Financial Advisors
Ohio
$18.7M -$605K -21,691 -3%
VNA
166
Valley National Advisers
Pennsylvania
$18.6M +$1.42M +51,066 +8%
LA
167
LVW Advisors
New York
$18.6M -$92.9K -3,335 -0.5%
AF
168
Apexium Financial
Texas
$18.6M +$1.18M +42,490 +7%
CFGS
169
Concourse Financial Group Securities
Alabama
$18.4M -$1.73M -59,864 -9%
WA
170
WBH Advisory
Maryland
$18.3M -$1.76M -63,005 -9%
SA
171
Sanctuary Advisors
Indiana
$18.3M -$55M -1,925,535 -75%
JJBC
172
James J. Burns & Company
New York
$18.2M -$491K -17,607 -3%
MA
173
Mutual Advisors
Nebraska
$18M -$53.4M -1,911,936 -75%
ACA
174
Ackerman Capital Advisors
Texas
$17.9M -$502K -18,018 -3%
FS
175
Financially Speaking
Colorado
$17.7M +$17.7M +634,095 New
5 6
7
8 9