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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 %
MBI
251
May Barnhard Investments
Maryland
$10.3M +$119K +4,770 +1%
RA
252
RFG Advisory
Alabama
$10.3M -$520K -20,748 -5%
PSCM
253
Per Stirling Capital Management
Texas
$10.1M -$1.08M -43,280 -10%
PWSG
254
Pacific Wealth Strategies Group
California
$9.93M -$40.5K -1,617 -0.4%
IAN
255
Integrated Advisors Network
Texas
$9.93M -$150K -5,993 -1%
GA
256
Guerra Advisors
Florida
$9.89M -$932K -37,208 -9%
FWP
257
FAS Wealth Partners
Kansas
$9.87M -$453K -18,076 -4%
LFP
258
Leeward Financial Partners
Washington
$9.86M +$353K +14,097 +4%
CPA
259
Clear Point Advisors
New York
$9.84M -$544K -21,712 -5%
WMWM
260
Whitaker-Myers Wealth Managers
Ohio
$9.81M +$384K +15,327 +4%
BRWM
261
Blue Rock Wealth Management
North Carolina
$9.78M +$686K +27,378 +8%
FFA
262
Farther Finance Advisors
California
$9.73M +$9.27M +367,081 +2,000%
OWM
263
Opes Wealth Management
California
$9.72M +$685K +27,361 +8%
OC
264
Oppenheimer & Co
New York
$9.71M +$1.57M +62,577 +19%
NLWP
265
Next Level Wealth Planning
Idaho
$9.69M +$427K +17,056 +5%
TWM
266
TriaGen Wealth Management
California
$9.66M -$252K -10,063 -3%
ATWA
267
Arbor Trust Wealth Advisors
Michigan
$9.49M +$272K +10,851 +3%
Fidelity Investments
268
Fidelity Investments
Massachusetts
$9.44M +$2.13M +84,964 +29%
EE
269
EWG Elevate
California
$9.43M +$1.77M +70,632 +23%
ASN
270
Advisory Services Network
Georgia
$9.26M +$2.23M +88,965 +32%
BBA
271
BLB&B Advisors
Pennsylvania
$9.25M -$285K -11,393 -3%
EWA
272
EP Wealth Advisors
California
$9.22M -$1.01M -40,186 -10%
CW
273
Code Waechter
Florida
$9.19M +$206K +8,209 +2%
FIA
274
Foundations Investment Advisors
Arizona
$9.11M -$61.7K -2,463 -0.7%
RMC
275
Ring Mountain Capital
California
$9.08M +$1.23M +49,287 +16%
9 10
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