We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

1,381 hedge funds and large institutions have $76B invested in Schwab US Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 523 increasing their positions, 477 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 47

335% more capital invested

Capital invested by funds: $17.5B → $76B (+$58.5B)

93% more call options, than puts

Call options by funds: $8.15M | Put options by funds: $4.22M

20% more funds holding in top 10

Funds holding in top 10: 188226 (+38)

12% more funds holding

Funds holding: 1,2281,381 (+153)

10% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 477

54.75% less ownership

Funds ownership: 225.05%170.3% (-55%)

Holders
1,381
Holders Change
+153
Holders Change %
+12.46%
% of All Funds
18.19%
Holding in Top 10
226
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+20.21%
% of All Funds
2.98%
New
229
Increased
523
Reduced
477
Closed
47
Calls
$8.15M
Puts
$4.22M
Net Calls
+$3.94M
Net Calls Change
-$868K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$56.1B +$42.7B +1,561,890,406 +80,952%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.18B -$34.7M -1,269,353 -3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.11B -$143M -5,212,065 -12%
MG
4
Mather Group
Illinois
$1.09B +$3.72M +136,078 +0.3%
SEI Investments
5
SEI Investments
Pennsylvania
$1.06B -$1.88M -68,870 -0.2%
LPL Financial
6
LPL Financial
California
$615M +$133M +4,880,169 +28%
Mariner
7
Mariner
Kansas
$479M +$325K +11,875 +0.1%
APP
8
Avantax Planning Partners
Iowa
$428M -$6.56M -239,947 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$404M +$396M +14,489,666 New
Ameriprise
10
Ameriprise
Minnesota
$400M +$27.8M +1,018,334 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$399M -$46.1M -1,684,093 -11%
RDIA
12
RE Dickinson Investment Advisors
Iowa
$371M -$683K -24,980 -2%
Morgan Stanley
13
Morgan Stanley
New York
$305M +$72.2M +2,640,245 +32%
FEG
14
Fund Evaluation Group
Ohio
$304M -$40.7M -1,488,516 -12%
OIA
15
OneDigital Investment Advisors
Kansas
$229M -$11.3M -413,863 -5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$216M +$9.14M +334,044 +5%
ML
17
McAdam LLC
Pennsylvania
$212M +$6.2M +226,794 +3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$204M -$1.94M -71,071 -1%
Bank of America
19
Bank of America
North Carolina
$198M -$5.03M -183,920 -3%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$195M +$1.43M +52,346 +0.8%
MML Investors Services
21
MML Investors Services
Massachusetts
$175M +$3.48M +127,153 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$167M +$6.41M +234,314 +4%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$163M +$160M +5,835,559 +20,390%
TWM
24
Thrive Wealth Management
Pennsylvania
$143M +$149K +5,451 +0.1%
MGIA
25
Moneta Group Investment Advisors
Missouri
$134M -$400M -14,634,862 -75%

SCHG Hedge Fund Activity: Q4 2024 in Review

1,381 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2024, worth a combined $76B — up 335% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new SCHG positions and 47 closed out — a net gain of 182 holders — while 523 added to existing stakes and 477 trimmed.

The largest buyer was Koshinski Asset Management, adding an estimated $42.7B. The largest seller was Moneta Group Investment Advisors, cutting an estimated $400M.

  • 1,381 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2024, up from 1,228 in Q3 2024.
  • Funds reported $76B of Schwab US Large-Cap Growth ETF stock for Q4 2024, up 335% quarter-over-quarter.
  • 229 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2024 and 47 closed out, a net change of +182 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2024 was Koshinski Asset Management, an estimated $42.7B added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2024 was Moneta Group Investment Advisors, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2024.