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
CIA
351
Concurrent Investment Advisors
Florida
$5.69M
GWM
352
GSB Wealth Management
Connecticut
$5.68M
ACM
353
Advisors Capital Management
New Jersey
$5.67M
IAS
354
IMA Advisory Services
Colorado
$5.62M
CA
355
Clearstead Advisors
Ohio
$5.55M
CE
356
Cornerstone Enterprises
Wisconsin
$5.48M
CWM
357
Congress Wealth Management
Massachusetts
$5.44M
PWS
358
Precision Wealth Strategies
Missouri
$5.41M
JWA
359
JFS Wealth Advisors
Pennsylvania
$5.39M
CFGSD
360
Compass Financial Group (South Dakota)
South Dakota
$5.36M
Betterment LLC
361
Betterment LLC
New York
$5.35M
LCM
362
Liberty Capital Management
Michigan
$5.29M
CAG
363
Csenge Advisory Group
Florida
$5.27M
CA
364
Calton & Associates
Florida
$5.22M
DWM
365
Dakota Wealth Management
Florida
$5.16M
FFS
366
Founders Financial Securities
Maryland
$5.15M
BCIM
367
Bishop & Co Investment Management
Pennsylvania
$5.14M
SCM
368
Steele Capital Management
Iowa
$5.13M
William Blair & Company
369
William Blair & Company
Illinois
$5.13M
BCWM
370
Bartlett & Co Wealth Management
Ohio
$5.1M
MIM
371
Macroview Investment Management
Maryland
$5.09M
CFD
372
Creative Financial Designs
Indiana
$5.06M
KIM
373
Kane Investment Management
California
$5.04M
FI
374
FIDELIS iM
Oregon
$5.04M
NA
375
Nestegg Advisors
New York
$5.02M