Schwab US Large-Cap Growth ETF
SCHG
1,385 hedge funds and large institutions have $19.6B invested in Schwab US Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 525 increasing their positions, 478 reducing their positions, and 46 closing their positions.
400% more first-time investments, than exits
New positions opened: 230 | Existing positions closed: 46
93% more call options, than puts
Call options by funds: $8.15M | Put options by funds: $4.22M
21% more funds holding in top 10
Funds holding in top 10: 188 → 227 (+39)
13% more funds holding
Funds holding: 1,230 → 1,385 (+155)
12% more capital invested
Capital invested by funds: $17.5B → $19.6B (+$2.14B)
10% more repeat investments, than reductions
Existing positions increased: 525 | Existing positions reduced: 478
171.02% less ownership
Funds ownership: 223.97% → 52.95% (-171%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$160M |
| 2 |
LPL Financial
San Diego,
California
|
+$133M |
| 3 |
Morgan Stanley
New York
|
+$72.2M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$63M |
| 5 |
Two Sigma Investments
New York
|
+$38.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$400M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$143M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$73.8M |
| 4 |
SWM
SK Wealth Management
Providence,
Rhode Island
|
-$57.6M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$52.7M |
SCHG Hedge Fund Activity: Q4 2024 in Review
1,385 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2024, worth a combined $19.6B — up 12% from $17.5B a quarter earlier.
Buyers outnumbered sellers: 230 funds opened new SCHG positions and 46 closed out — a net gain of 184 holders — while 525 added to existing stakes and 478 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $160M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $400M.
- 1,385 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2024, up from 1,230 in Q3 2024.
- Funds reported $19.6B of Schwab US Large-Cap Growth ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 230 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2024 and 46 closed out, a net change of +184 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $160M 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.