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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 %
SL
201
Systelligence LLC
Minnesota
$14.8M +$312K +11,197 +2%
LC
202
LCNB Corp
Ohio
$14.7M -$20.1K -722 -0.1%
RW
203
Regimen Wealth
Georgia
$14.7M -$1.47M -52,576 -9%
PWM
204
Prosperity Wealth Management
California
$14.7M +$2.22M +79,673 +18%
CCM
205
Ciovacco Capital Management
Georgia
$14.6M +$2.99M +107,213 +26%
VCA
206
Verdence Capital Advisors
Maryland
$14.6M +$1.31M +47,012 +10%
SFG
207
Sage Financial Group
Pennsylvania
$14.3M -$813K -29,189 -5%
SWM
208
SeaCrest Wealth Management
New York
$14.2M +$282K +10,111 +2%
IWP
209
Invenio Wealth Partners
Florida
$14.2M +$1.31M +47,179 +10%
KFS
210
Kaizen Financial Strategies
California
$14.1M -$45.2K -1,621 -0.3%
NA
211
NewEdge Advisors
Louisiana
$14M +$2.66M +95,427 +23%
SFWC
212
Strategic Family Wealth Counselors
New Jersey
$13.9M +$38.1K +1,367 +0.3%
SFA
213
Sequoia Financial Advisors
Ohio
$13.8M -$393K -14,091 -3%
BWL
214
Bogart Wealth LLC
Virginia
$13.7M -$11.3K -404 -0.1%
CNWM
215
Clay Northam Wealth Management
California
$13.6M -$110K -3,937 -0.8%
FF
216
Friday Financial
Iowa
$13.5M +$13.5M +485,738 New
YIA
217
YHB Investment Advisors
Connecticut
$13.5M -$612K -21,959 -4%
EH
218
Equitable Holdings
New York
$13.4M +$1.26M +45,291 +10%
UWM
219
USAdvisors Wealth Management
Minnesota
$13.4M +$603K +21,639 +5%
RWP
220
Revolve Wealth Partners
New Jersey
$13.4M -$178K -6,376 -1%
KA
221
Kovack Advisors
Florida
$13.3M -$574K -20,606 -4%
SF
222
Schaeffer Financial
Maryland
$13.1M -$334 -12 -0%
EFG
223
Everhart Financial Group
Ohio
$13M -$289K -10,383 -2%
DADC
224
D.A. Davidson & Co
Montana
$13M +$510K +18,284 +4%
CKAIS
225
Christensen King & Associates Investment Services
Washington
$13M -$95.5K -3,301 -0.7%
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