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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
201
Sequoia Financial Advisors
Ohio
$13.2M 126,937 -4,538 -3%
FPAS
202
Focus Partners Advisor Solutions
Missouri
$13.2M 126,911 +13,524 +12%
YIA
203
YHB Investment Advisors
Connecticut
$13.2M 126,624 +4,612 +4%
SWM
204
SeaCrest Wealth Management
New York
$13M 125,008 +2,935 +2%
SFWC
205
Strategic Family Wealth Counselors
New Jersey
$13M 124,666 -446 -0.4%
KA
206
Kovack Advisors
Florida
$13M 124,313 -7,987 -6%
Citigroup
207
Citigroup
New York
$12.9M 124,237 +20,127 +19%
NFG
208
Northeast Financial Group
Pennsylvania
$12.9M 123,940 +12,799 +12%
BWL
209
Bogart Wealth LLC
Virginia
$12.8M 123,159 -1,909 -2%
CNWM
210
Clay Northam Wealth Management
California
$12.8M 123,134 -502 -0.4%
AI
211
Atria Investments
North Carolina
$12.8M 122,969 +10,954 +10%
RWP
212
Revolve Wealth Partners
New Jersey
$12.7M 121,935 +2,957 +2%
EFG
213
Everhart Financial Group
Ohio
$12.5M 119,640 +1,889 +2%
VCA
214
Verdence Capital Advisors
Maryland
$12.4M 119,031 +2,701 +2%
SF
215
Schaeffer Financial
Maryland
$12.3M 117,935 +530 +0.5%
AFA
216
AllGen Financial Advisors
Florida
$12.2M 116,995 -21,715 -16%
IWP
217
Invenio Wealth Partners
Florida
$12M 115,412 +30,262 +36%
PSCM
218
Per Stirling Capital Management
Texas
$12M 115,154 +28 +0%
DI
219
DAGCO Inc
Ohio
$12M 115,030 +3,292 +3%
MIFH
220
Migdal Insurance & Financial Holdings
Israel
$12M 114,802 +927 +0.8%
GGI
221
GPM Growth Investors
Michigan
$12M 114,751 -3,649 -3%
UWM
222
USAdvisors Wealth Management
Minnesota
$11.9M 115,039 -64,982 -36%
CKAIS
223
Christensen King & Associates Investment Services
Washington
$11.8M 113,128 -936 -0.8%
DADC
224
D.A. Davidson & Co
Montana
$11.7M 112,147 +6,764 +6%
BBA
225
BLB&B Advisors
Pennsylvania
$11.6M 111,694 -9,224 -8%
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