SCHG icon

Schwab US Large-Cap Growth ETF

1,358 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, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$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
Change in
Stake
RFM
301
Royal Fund Management
Florida
$7.78M
BCM
302
Brookstone Capital Management
Illinois
$7.73M
CAC
303
Certified Advisory Corp
Florida
$7.7M
ACA
304
Affinity Capital Advisors
California
$7.63M
CPIG
305
Chicago Partners Investment Group
Illinois
$7.62M
PA
306
PFG Advisors
Arizona
$7.57M
CFG
307
Certior Financial Group
Pennsylvania
$7.55M
PAG
308
Powers Advisory Group
Illinois
$7.48M
SF
309
Summit Financial
New Jersey
$7.48M
TWP
310
Total Wealth Planning
Ohio
$7.47M
SF
311
Schaeffer Financial
Maryland
$7.47M
ISWM
312
Independent Solutions Wealth Management
New York
$7.33M
JWBC
313
John W. Brooker & Co
California
$7.26M
HBS
314
Howard Bailey Securities
Indiana
$7.25M
CMP
315
Courage Miller Partners
Virginia
$7.25M
WF
316
Warner Financial
Maryland
$7.24M
Bank of New York Mellon
317
Bank of New York Mellon
New York
$7.07M
MMHP
318
Murphy Middleton Hinkle & Parker
Georgia
$7.07M
WMWM
319
Wilkins Miller Wealth Management
Alabama
$6.9M
CFGA
320
Cambridge Financial Group (Arizona)
Arizona
$6.83M
IIC
321
Integrated Investment Consultants
Michigan
$6.8M
JFG
322
JMG Financial Group
Illinois
$6.77M
TC
323
TownSquare Capital
Utah
$6.75M
MS
324
Madden Securities
Texas
$6.7M
CA
325
CoreCap Advisors
Michigan
$6.69M