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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,357 hedge funds and large institutions have $18.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 620 increasing their positions, 450 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
-8
Holders Change %
-0.59%
% of All Funds
18.43%
Holding in Top 10
201
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-8.22%
% of All Funds
2.73%
New
109
Increased
620
Reduced
450
Closed
91
Calls
$8.09M
Puts
$4.81M
Net Calls
+$3.28M
Net Calls Change
-$663K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$145M
2
Osaic Holdings
Osaic Holdings
Arizona
+$83.6M
3
HighTower Advisors
HighTower Advisors
Illinois
+$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$39.1B
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$54.9M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$40.1M
4
OCM
One Capital Management
California
-$35.5M
5
Morgan Stanley
Morgan Stanley
New York
-$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNWM
226
Clay Northam Wealth Management
California
$12M -$250K -9,983 -2%
KA
227
Kovack Advisors
Florida
$11.9M -$69.9K -2,792 -0.6%
NA
228
NewEdge Advisors
Louisiana
$11.8M -$801K -32,007 -6%
CKAIS
229
Christensen King & Associates Investment Services
Washington
$11.7M -$178K -6,715 -1%
NEWAS
230
N.E.W. Advisory Services
Wisconsin
$11.7M +$6.15M +245,730 +111%
KWM
231
Kingsview Wealth Management
Oregon
$11.6M +$1.03M +41,128 +10%
NFG
232
Northeast Financial Group
Pennsylvania
$11.6M +$884K +35,294 +8%
GGI
233
GPM Growth Investors
Michigan
$11.6M +$15K +601 +0.1%
VCA
234
Verdence Capital Advisors
Maryland
$11.6M -$1.54M -61,380 -12%
FA
235
Fiduciary Alliance
South Carolina
$11.5M +$831K +33,176 +8%
MIFH
236
Migdal Insurance & Financial Holdings
Israel
$11.5M -$66.2K -2,644 -0.6%
Citigroup
237
Citigroup
New York
$11.4M -$3.08M -123,053 -21%
AWM
238
Apex Wealth Management
New Hampshire
$11.3M -$282K -11,246 -2%
EFG
239
Everhart Financial Group
Ohio
$11.2M -$564K -22,543 -5%
EF
240
Elite Financial
Idaho
$11.2M +$2.46M +98,097 +28%
VCWM
241
Vista Cima Wealth Management
Arizona
$11.1M +$1.89M +75,570 +21%
RWA
242
Redhawk Wealth Advisors
Minnesota
$11M -$26.9M -1,076,005 -71%
DADC
243
D.A. Davidson & Co
Montana
$11M -$684K -27,316 -6%
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$11M -$479K -19,129 -4%
BP
245
Broadleaf Partners
Ohio
$11M -$288K -11,484 -3%
AOG
246
Alpha Omega Group
Virginia
$10.8M +$647K +25,856 +6%
PIP
247
Peachtree Investment Partners
Florida
$10.8M -$3.09M -123,240 -22%
TFG
248
Team Financial Group
California
$10.8M +$848K +33,865 +9%
SAM
249
Smithbridge Asset Management
Pennsylvania
$10.7M +$10.7M +427,447 New
KGP
250
Keystone Global Partners
Colorado
$10.6M +$10.6M +422,785 New
8 9
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