SCHG icon

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, 1,124 increasing their positions, 15 reducing their positions, and 46 closing their positions.

Holders
1,364
Holders Change
+144
Holders Change %
+11.8%
% of All Funds
18.17%
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
1,124
Reduced
15
Closed
46
Calls
$8.16M
Puts
$4.22M
Net Calls
+$3.94M
Net Calls Change
-$868K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$56.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.18B
3
MG
3
Mather Group
Illinois
$1.09B
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.06B
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.11B

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$0
2
IAIM
2
International Assets Investment Management
Florida
$542K
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$56.1B 1,563,819,806 +1,563,337,456 +324,109%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.18B 42,485,323 +31,546,654 +288%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.11B 39,788,567 +28,538,409 +254%
MG
4
Mather Group
Illinois
$1.09B 39,195,946 +29,430,979 +301%
SEI Investments
5
SEI Investments
Pennsylvania
$1.06B 38,159,110 +28,602,115 +299%
LPL Financial
6
LPL Financial
California
$615M 22,053,161 +17,759,913 +414%
Mariner
7
Mariner
Kansas
$479M 17,176,803 +12,885,571 +300%
APP
8
Avantax Planning Partners
Iowa
$428M 15,371,381 +11,468,549 +294%
Raymond James Financial
9
Raymond James Financial
Florida
$404M 14,489,666 +14,489,666 New
Ameriprise
10
Ameriprise
Minnesota
$400M 14,371,770 +11,033,411 +331%
Osaic Holdings
11
Osaic Holdings
Arizona
$399M 14,322,607 +10,320,932 +258%
RDIA
12
RE Dickinson Investment Advisors
Iowa
$371M 1,330,888 +991,921 +293%
Morgan Stanley
13
Morgan Stanley
New York
$305M 10,931,853 +8,858,951 +427%
FEG
14
Fund Evaluation Group
Ohio
$304M 10,890,440 +7,795,701 +252%
OIA
15
OneDigital Investment Advisors
Kansas
$229M 8,219,837 +6,061,412 +281%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$216M 7,742,948 +5,890,722 +318%
ML
17
McAdam LLC
Pennsylvania
$212M 7,620,902 +5,772,375 +312%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$204M 7,304,069 +5,460,284 +296%
Bank of America
19
Bank of America
North Carolina
$198M 7,110,164 +5,286,643 +290%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$195M 6,979,366 +5,247,611 +303%
MML Investors Services
21
MML Investors Services
Massachusetts
$175M 6,289,445 +4,748,872 +308%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$167M 5,997,778 +4,556,912 +316%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$163M 5,864,179 +5,857,024 +81,859%
TWM
24
Thrive Wealth Management
Pennsylvania
$143M 5,128,931 +3,848,061 +300%
MGIA
25
Moneta Group Investment Advisors
Missouri
$134M 4,801,342 -57,709 -1%
1
2 3 4 5