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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 %
WP
176
WealthShield Partners
North Carolina
$15.5M 149,229 -8,529 -5%
LWL
177
Leo Wealth LLC
Texas
$15.5M 148,713 +104,262 +235%
PVAMC
178
PPS&V Asset Management Consultants
Michigan
$15.4M 147,946 -6,204 -4%
LBC
179
Lowe Brockenbrough & Co
Virginia
$15.1M 145,388 +6,809 +5%
RW
180
Regimen Wealth
Georgia
$15.1M 144,792 +714 +0.5%
SF
181
Safeguard Financial
Wisconsin
$15.1M 144,574 +33,623 +30%
GM
182
GeoWealth Management
Illinois
$15M 143,743 +123,568 +612%
GCP
183
Gill Capital Partners
Colorado
$14.8M 141,865 -145 -0.1%
QAM
184
Q3 Asset Management
Michigan
$14.7M 141,561 -23,191 -14%
MAG
185
Members Advisory Group
New York
$14.6M 140,533 +3,723 +3%
CFMC
186
Curbstone Financial Management Corp
New Hampshire
$14.5M 139,611 -820 -0.6%
CI
187
Conning Inc
Connecticut
$14.4M 138,659 – –
SPG
188
Strategic Planning Group
Utah
$14.4M 137,836 +1,201 +0.9%
SWP
189
Stratos Wealth Partners
Ohio
$14.2M 136,768 +25,502 +23%
PFWA
190
Paces Ferry Wealth Advisors
Georgia
$14.2M 136,640 +5,010 +4%
KWA
191
Kingswood Wealth Advisors
California
$14.2M 136,132 +83,804 +160%
SFG
192
Sage Financial Group
Pennsylvania
$14.2M 136,017 -1,191 -0.9%
MWA
193
Martel Wealth Advisors
Washington
$14.1M 135,558 -7,943 -6%
RC
194
Rovin Capital
Arizona
$14M 133,942 -2,868 -2%
LC
195
LCNB Corp
Ohio
$13.8M 132,222 -2,929 -2%
PIP
196
Peachtree Investment Partners
Florida
$13.7M 131,818 +9,051 +7%
PAG
197
Private Advisor Group
New Jersey
$13.7M 131,701 -14,783 -10%
SL
198
Systelligence LLC
Minnesota
$13.6M 130,246 +1,111 +0.9%
PP
199
Pegasus Partners
Wisconsin
$13.5M 129,814 -20,264 -14%
KFS
200
Kaizen Financial Strategies
California
$13.2M 126,959 -1,909 -1%
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