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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 %
CFA
326
Cahill Financial Advisors
Minnesota
$6.64M +$184K +7,338 +3%
MCA
327
MSH Capital Advisors
Arizona
$6.64M +$874K +34,903 +15%
FNBSF
328
First National Bank Sioux Falls
South Dakota
$6.62M +$604K +24,111 +10%
GPFA
329
Game Plan Financial Advisors
Ohio
$6.59M +$3.52M +140,651 +115%
CIA
330
Cape Investment Advisory
Georgia
$6.57M -$344K -13,748 -5%
CW
331
CreativeOne Wealth
Kansas
$6.47M -$1.03M -41,289 -14%
CA
332
Cambridge Advisors
Nebraska
$6.38M +$49.7K +1,985 +0.8%
MAG
333
Mayfair Advisory Group
Alabama
$6.34M +$499K +19,934 +9%
BEI
334
Benjamin Edwards Inc
Missouri
$6.28M -$22.1K -881 -0.3%
SWP
335
Stratos Wealth Partners
Ohio
$6.27M -$2.95M -117,785 -32%
ACA
336
Aptus Capital Advisors
Alabama
$6.27M +$6.81K +272 +0.1%
ACS
337
Archford Capital Strategies
Illinois
$6.22M -$4.07M -162,593 -40%
AWM
338
AE Wealth Management
Kansas
$6.18M -$1.34M -53,359 -18%
IFWM
339
Institute for Wealth Management
Colorado
$6.05M -$48.7K -1,944 -0.8%
DBRC
340
D.B. Root & Company
Pennsylvania
$6.04M +$244K +9,759 +4%
CJH
341
Christopher J. Hasenberg
Wisconsin
$6.03M -$1.57M -62,157 -21%
GG
342
Gleason Group
Kentucky
$6.02M -$351 -14 -0%
JPLA
343
Joseph P. Lucia & Associates
New York
$5.98M +$70.8K +2,826 +1%
NDSI
344
Newman Dignan & Sheerar Inc
Rhode Island
$5.96M -$557K -22,244 -9%
Corient Private Wealth
345
Corient Private Wealth
Florida
$5.94M +$1.24M +49,603 +26%
USCWA
346
U.S. Capital Wealth Advisors
Texas
$5.88M +$1.11M +44,188 +23%
BBWP
347
Beacon Bridge Wealth Partners
Pennsylvania
$5.76M +$57.6K +2,299 +1%
AAS
348
Ameritas Advisory Services
Nebraska
$5.76M +$220K +8,692 +4%
Tudor Investment Corp
349
Tudor Investment Corp
Connecticut
$5.72M -$2.27M -90,841 -28%
EWA
350
Exencial Wealth Advisors
Oklahoma
$5.7M +$217K +8,666 +4%
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