SCHG icon

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 %
LWL
176
Leo Wealth LLC
Texas
$17.6M +$999K +35,830 +6%
WAM
177
Weinberger Asset Management
California
$17.5M -$180K -6,457 -1%
GSIS
178
Global Strategic Investment Solutions
Arizona
$17.5M -$1.07M -38,437 -6%
AFG
179
Allegheny Financial Group
Pennsylvania
$17.4M -$505K -18,117 -3%
RSWM
180
Robertson Stephens Wealth Management
California
$17.3M +$9.48M +339,986 +121%
RGF
181
Retirement Guys Formula
Ohio
$16.5M -$317K -11,376 -2%
Citigroup
182
Citigroup
New York
$16.1M +$2.28M +81,860 +16%
MWP
183
Meriwether Wealth & Planning
Louisiana
$16.1M +$16.1M +578,486 New
SPG
184
Strategic Planning Group
Utah
$16.1M +$734K +26,352 +5%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$16.1M -$1.47M -52,855 -8%
PVAMC
186
PPS&V Asset Management Consultants
Michigan
$16M -$474K -17,013 -3%
PFWA
187
Paces Ferry Wealth Advisors
Georgia
$16M +$734K +26,345 +5%
WP
188
WealthShield Partners
North Carolina
$15.9M -$708K -25,419 -4%
PMG
189
ProVise Management Group
Florida
$15.9M -$1.71M -61,387 -10%
SF
190
Safeguard Financial
Wisconsin
$15.6M -$473K -16,978 -3%
DI
191
DAGCO Inc
Ohio
$15.6M +$2.78M +99,704 +22%
GCP
192
Gill Capital Partners
Colorado
$15.6M -$226K -8,105 -1%
SA
193
Skyline Advisors
Washington
$15.5M +$3.52M +126,136 +29%
PIP
194
Peachtree Investment Partners
Florida
$15.5M +$779K +27,938 +5%
CI
195
Conning Inc
Connecticut
$15.5M – – –
C
196
Certuity
Florida
$15.4M +$3.36M +120,639 +28%
LBC
197
Lowe Brockenbrough & Co
Virginia
$15.1M -$1.08M -38,580 -7%
CFMC
198
Curbstone Financial Management Corp
New Hampshire
$15M -$525K -18,831 -3%
HI
199
Harbour Investments
Wisconsin
$15M -$2.74M -98,226 -15%
MWA
200
Martel Wealth Advisors
Washington
$14.9M -$177K -6,362 -1%
6 7
8
9 10