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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 %
CIA
351
Concurrent Investment Advisors
Florida
$5.69M +$1.7M +67,921 +43%
GWM
352
GSB Wealth Management
Connecticut
$5.68M -$439K -17,450 -7%
ACM
353
Advisors Capital Management
New Jersey
$5.67M +$4.56M +181,945 +410%
IAS
354
IMA Advisory Services
Colorado
$5.62M -$536K -21,386 -9%
CA
355
Clearstead Advisors
Ohio
$5.55M -$89.3K -3,567 -2%
CE
356
Cornerstone Enterprises
Wisconsin
$5.48M +$329K +13,149 +6%
CWM
357
Congress Wealth Management
Massachusetts
$5.44M +$2.07M +82,192 +62%
PWS
358
Precision Wealth Strategies
Missouri
$5.41M +$3.66M +146,160 +210%
JWA
359
JFS Wealth Advisors
Pennsylvania
$5.39M -$186K -7,411 -3%
CFGSD
360
Compass Financial Group (South Dakota)
South Dakota
$5.36M +$379K +15,147 +8%
Betterment LLC
361
Betterment LLC
New York
$5.35M +$1.34M +53,534 +33%
LCM
362
Liberty Capital Management
Michigan
$5.29M +$1.31M +52,445 +33%
CAG
363
Csenge Advisory Group
Florida
$5.27M +$774K +32,685 +17%
CA
364
Calton & Associates
Florida
$5.22M +$4.63M +184,933 +792%
DWM
365
Dakota Wealth Management
Florida
$5.16M -$85.5K -3,416 -2%
FFS
366
Founders Financial Securities
Maryland
$5.15M -$562K -22,263 -10%
BCIM
367
Bishop & Co Investment Management
Pennsylvania
$5.14M +$4.92M +196,365 +2,172%
SCM
368
Steele Capital Management
Iowa
$5.13M +$5.43K +217 +0.1%
William Blair & Company
369
William Blair & Company
Illinois
$5.13M -$101K -4,039 -2%
BCWM
370
Bartlett & Co Wealth Management
Ohio
$5.1M +$178K +7,123 +4%
MIM
371
Macroview Investment Management
Maryland
$5.09M +$879K +35,119 +21%
CFD
372
Creative Financial Designs
Indiana
$5.06M +$185K +7,393 +4%
KIM
373
Kane Investment Management
California
$5.04M -$185K -7,379 -4%
FI
374
FIDELIS iM
Oregon
$5.04M +$5.04M +201,351 New
NA
375
Nestegg Advisors
New York
$5.02M +$118K +4,731 +2%
13 14
15
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