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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 %
HA
376
HC Advisors
Georgia
$5.01M +$18.6K +743 +0.4%
ECML
377
Eagle Capital Management (Louisiana)
Louisiana
$4.95M +$100K +4,006 +2%
WIA
378
Westbourne Investment Advisors
Maryland
$4.88M +$260K +10,401 +6%
MMH
379
Menora Mivtachim Holdings
Israel
$4.88M +$606K +24,187 +14%
CAG
380
Compass Advisory Group
New York
$4.8M +$525K +20,956 +12%
KV
381
Kickstand Ventures
New York
$4.76M +$33.3K +1,330 +0.7%
LIWM
382
Long Island Wealth Management
New York
$4.71M +$28.1K +1,124 +0.6%
WANY
383
Wealthspire Advisors (New York)
New York
$4.7M +$2.37M +94,782 +102%
VBWMG
384
Von Berge Wealth Management Group
California
$4.58M +$8.3K +333 +0.2%
LWM
385
LongView Wealth Management
Georgia
$4.56M +$680K +27,164 +18%
SMC
386
Smith, Moore & Co
Missouri
$4.47M +$2.99M +119,471 +203%
FIM
387
Freedom Investment Management
Connecticut
$4.41M +$659K +26,300 +18%
NCM
388
Northwest Capital Management
Oregon
$4.41M +$3.74M +149,555 +563%
TFS
389
Thoroughbred Financial Services
Tennessee
$4.41M +$1.52M +60,662 +53%
FWA
390
Flagship Wealth Advisors
Massachusetts
$4.4M +$3.52M +140,611 +400%
HCM
391
Hengehold Capital Management
Ohio
$4.4M -$97.1K -3,879 -2%
PFA
392
Pinnacle Family Advisors
Missouri
$4.38M -$1.32M -52,552 -23%
WIA
393
Wealthedge Investment Advisors
New York
$4.37M -$604K -24,113 -12%
CWM
394
Chesapeake Wealth Management
Virginia
$4.37M +$40.9K +1,635 +0.9%
RFA
395
RTD Financial Advisors
Pennsylvania
$4.31M -$1.07M -42,551 -20%
CCM
396
Cambridge Capital Management
Illinois
$4.3M +$15.8K +630 +0.4%
GFP
397
Guardian Financial Partners
California
$4.29M +$370K +14,760 +9%
SOS
398
Silver Oak Securities
Tennessee
$4.28M -$3.51M -140,302 -45%
FTS
399
Fifth Third Securities
Ohio
$4.24M -$615K -24,573 -13%
GVAG
400
Great Valley Advisor Group
Delaware
$4.22M +$132K +5,256 +3%
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