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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 %
SAF
401
Smith Anglin Financial
Texas
$4.2M +$33.6K +1,340 +0.8%
JHC
402
J. Hagan Capital
Kentucky
$4.18M +$4.18M +150,158 New
KBFS
403
Kohmann Bosshard Financial Services
Ohio
$4.18M +$125K +5,000 +3%
FWM
404
Fingerlakes Wealth Management
New York
$4.18M +$392K +15,653 +10%
DWM
405
Diversify Wealth Management
Utah
$4.17M +$283K +11,145 +7%
KMWM
406
Keudell/Morrison Wealth Management
Oregon
$4.16M +$689K +27,523 +20%
HWA
407
HCR Wealth Advisors
California
$4.15M +$24.8K +989 +0.6%
WCM
408
Winthrop Capital Management
Indiana
$4.14M -$88.3K -3,526 -2%
P
409
&Partners
Tennessee
$4.11M +$468K +18,715 +13%
SWM
410
Silverlake Wealth Management
Vermont
$4.1M +$108K +4,321 +3%
HF
411
HRT Financial
New York
$4.1M +$4.1M +163,785 New
CL
412
Choreo LLC
Illinois
$4.09M -$6.58M -262,770 -62%
NJIM
413
Nabity-Jensen Investment Management
Nebraska
$4.06M -$4.88K -195 -0.1%
MAS
414
Madden Advisory Services
Florida
$4.05M -$61.1K -2,442 -1%
AC
415
Avestar Capital
New York
$4.03M -$886K -35,369 -18%
TF
416
Trek Financial
Arizona
$3.99M +$504K +20,110 +14%
EC
417
Estate Counselors
Wisconsin
$3.97M +$3.97M +158,385 New
NRI
418
NFP Retirement Inc
California
$3.96M -$52K -2,075 -1%
KPWS
419
Kestra Private Wealth Services
Texas
$3.94M +$3.34M +133,511 +558%
RPGK
420
Retirement Planning Group (Kansas)
Kansas
$3.94M +$805K +32,138 +26%
AIA
421
Arcadia Investment Advisors
Idaho
$3.9M -$48.5K -1,936 -1%
BWM
422
Boyd Wealth Management
California
$3.89M +$455K +18,170 +13%
BIA
423
Bigelow Investment Advisors
Maine
$3.88M -$103K -4,120 -3%
AWM
424
Avior Wealth Management
Nebraska
$3.87M +$798K +31,871 +26%
SPIA
425
Steward Partners Investment Advisory
New York
$3.87M -$550K -21,972 -12%
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