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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 %
DAS
276
Dynamic Advisor Solutions
Arizona
$9.02M +$9.02M +360,231 New
MAM
277
McCarthy Asset Management
California
$8.99M -$111K -4,431 -1%
CCM
278
Coldstream Capital Management
Washington
$8.77M -$215K -8,605 -2%
IC
279
IEQ Capital
California
$8.76M +$7.2M +287,650 +463%
KW
280
Keyvantage Wealth
Pennsylvania
$8.72M -$1.39M -55,634 -14%
DFP
281
Defined Financial Planning
California
$8.7M +$1.79M +71,007 +26%
FF
282
Fairway Financial
Florida
$8.59M +$19.1K +763 +0.2%
HWMC
283
Heritage Wealth Management (California)
California
$8.59M +$70.3K +2,806 +0.8%
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$8.55M +$1.42M +56,794 +20%
FWA
285
FSM Wealth Advisors
Ohio
$8.54M +$16.6K +662 +0.2%
MFG
286
Mainsail Financial Group
Washington
$8.52M +$366K +14,609 +4%
DFA
287
DHJJ Financial Advisors
Illinois
$8.51M -$161K -6,424 -2%
AWM
288
Apollon Wealth Management
South Carolina
$8.4M -$18.6M -743,922 -69%
CAM
289
Cresset Asset Management
Illinois
$8.38M +$1.67M +66,526 +25%
CA
290
Claro Advisors
Massachusetts
$8.31M +$184K +7,331 +2%
AAS
291
Asset Allocation Strategies
Michigan
$8.25M +$684K +27,326 +9%
SCP
292
Shorepoint Capital Partners
Massachusetts
$8.25M +$95.7K +3,821 +1%
SFMG
293
Sage Financial Management Group
Virginia
$8.23M -$345K -13,771 -4%
NFW
294
Noble Family Wealth
Florida
$8.21M -$641K -25,591 -7%
AWM
295
Accel Wealth Management
Iowa
$8.16M +$7.49M +299,186 +1,116%
PF
296
Prosperitas Financial
California
$8.1M -$1.18M -47,073 -13%
IWM
297
IHT Wealth Management
Illinois
$8M +$173K +6,899 +2%
JWCA
298
J.W. Cole Advisors
Florida
$7.88M -$743K -29,663 -9%
MA
299
MBA Advisors
Pennsylvania
$7.84M +$63.7K +2,542 +0.8%
SAMC
300
Spectrum Asset Management (California)
California
$7.79M -$1.53M -61,100 -16%
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