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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 %
RFM
301
Royal Fund Management
Florida
$7.78M -$3.98K -159 -0.1%
BCM
302
Brookstone Capital Management
Illinois
$7.73M +$1.82M +72,676 +31%
CAC
303
Certified Advisory Corp
Florida
$7.7M +$300K +11,982 +4%
ACA
304
Affinity Capital Advisors
California
$7.63M -$365K -15,001 -5%
CPIG
305
Chicago Partners Investment Group
Illinois
$7.62M +$401K +15,554 +6%
PA
306
PFG Advisors
Arizona
$7.57M -$632K -25,244 -8%
CFG
307
Certior Financial Group
Pennsylvania
$7.55M +$2.35M +93,855 +45%
PAG
308
Powers Advisory Group
Illinois
$7.48M +$563K +22,472 +8%
SF
309
Summit Financial
New Jersey
$7.48M +$1.42M +56,691 +23%
TWP
310
Total Wealth Planning
Ohio
$7.47M -$371K -14,807 -5%
SF
311
Schaeffer Financial
Maryland
$7.47M -$4.34M -173,454 -37%
ISWM
312
Independent Solutions Wealth Management
New York
$7.33M +$197K +7,875 +3%
JWBC
313
John W. Brooker & Co
California
$7.26M +$68K +2,715 +0.9%
HBS
314
Howard Bailey Securities
Indiana
$7.25M +$693K +27,673 +11%
CMP
315
Courage Miller Partners
Virginia
$7.25M +$109K +4,346 +2%
WF
316
Warner Financial
Maryland
$7.24M -$137K -5,474 -2%
Bank of New York Mellon
317
Bank of New York Mellon
New York
$7.07M -$413K -16,486 -6%
MMHP
318
Murphy Middleton Hinkle & Parker
Georgia
$7.07M +$266K +10,610 +4%
WMWM
319
Wilkins Miller Wealth Management
Alabama
$6.9M +$384K +15,325 +6%
CFGA
320
Cambridge Financial Group (Arizona)
Arizona
$6.83M -$39.7K -1,586 -0.6%
IIC
321
Integrated Investment Consultants
Michigan
$6.8M -$80.1K -3,199 -1%
JFG
322
JMG Financial Group
Illinois
$6.77M -$48.4K -1,934 -0.7%
TC
323
TownSquare Capital
Utah
$6.75M +$822K +32,839 +14%
MS
324
Madden Securities
Texas
$6.7M -$153K -6,105 -2%
CA
325
CoreCap Advisors
Michigan
$6.69M -$112K -4,472 -2%
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