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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.14B 10,938,669 +960,746 +10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.09B 11,250,158 +638,302 +6%
MG
3
Mather Group
Illinois
$1.02B 9,764,967 +684,827 +8%
SEI Investments
4
SEI Investments
Pennsylvania
$996M 9,556,995 +452,814 +5%
LPL Financial
5
LPL Financial
California
$447M 4,293,248 +465,306 +12%
Mariner
6
Mariner
Kansas
$447M 4,291,232 +319,601 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$417M 4,001,675 -291,713 -7%
APP
8
Avantax Planning Partners
Iowa
$407M 3,902,832 -589,455 -13%
Ameriprise
9
Ameriprise
Minnesota
$348M 3,338,359 -135,100 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$331M 3,181,896 -127,675 -4%
FEG
11
Fund Evaluation Group
Ohio
$322M 3,094,739 +324,197 +12%
OIA
12
OneDigital Investment Advisors
Kansas
$225M 2,158,425 -34,450 -2%
Morgan Stanley
13
Morgan Stanley
New York
$216M 2,072,902 -514,678 -20%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$193M 1,852,226 +365,629 +25%
ML
15
McAdam LLC
Pennsylvania
$193M 1,848,527 +14,703 +0.8%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$192M 1,843,785 +58,491 +3%
Bank of America
17
Bank of America
North Carolina
$190M 1,823,521 +96,330 +6%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$180M 1,731,755 -3,819 -0.2%
MML Investors Services
19
MML Investors Services
Massachusetts
$160M 1,540,573 +130,397 +9%
FPCG
20
Fort Pitt Capital Group
Pennsylvania
$154M 1,480,195 +36,505 +3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$150M 1,440,866 +4,079 +0.3%
TWM
22
Thrive Wealth Management
Pennsylvania
$133M 1,280,870 +16,316 +1%
MGIA
23
Moneta Group Investment Advisors
Missouri
$127M 4,859,051 +3,668,060 +308%
Charles Schwab
24
Charles Schwab
California
$122M 1,170,784 +505,975 +76%
FFN
25
Focus Financial Network
Minnesota
$119M 1,141,934 +1,603 +0.1%
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