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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 %
PPWM
426
Perissos Private Wealth Management
Oklahoma
$3.87M +$5.21K +208 +0.1%
CFO
427
CVA Family Office
Colorado
$3.83M +$1M +40,129 +36%
WA
428
Win Advisors
Florida
$3.79M -$1.61M -64,457 -30%
PIA
429
Panoramic Investment Advisors
Colorado
$3.74M +$90.5K +3,614 +2%
BBW
430
Blue Barn Wealth
Utah
$3.71M -$105K -4,189 -3%
MAMG
431
Milestone Asset Management Group
Connecticut
$3.71M -$63K -2,517 -2%
SF
432
Synovus Financial
Georgia
$3.66M -$421K -16,811 -10%
EFG
433
Embree Financial Group
Illinois
$3.66M -$46.9K -1,871 -1%
CFG
434
Cooper Financial Group
California
$3.66M +$156K +6,220 +4%
PCA
435
Pallas Capital Advisors
Massachusetts
$3.66M +$295K +11,785 +9%
OWM
436
Orgel Wealth Management
Wisconsin
$3.66M +$1.28M +51,302 +54%
QWP
437
Quotient Wealth Partners
Texas
$3.65M +$2.31M +92,157 +172%
AT
438
Arlington Trust
Alabama
$3.65M – – –
SFG
439
Snider Financial Group
Washington
$3.61M +$146K +5,816 +4%
CPRC
440
Consolidated Portfolio Review Corp
New York
$3.6M +$83.3K +3,326 +2%
GWA
441
GGM Wealth Advisors
Maryland
$3.6M -$459K -18,169 -11%
Bank of Montreal
442
Bank of Montreal
Ontario, Canada
$3.58M +$1.87M +74,707 +109%
MMA
443
Miracle Mile Advisors
California
$3.58M -$389K -15,552 -10%
RWP
444
RWA Wealth Partners
Massachusetts
$3.57M +$1.92M +76,735 +116%
RIA
445
Regal Investment Advisors
Michigan
$3.57M +$21.1K +844 +0.6%
FA
446
Fagan Associates
New York
$3.56M -$95.4K -3,809 -3%
LW
447
Linscomb Wealth
Texas
$3.55M -$73.7K -2,942 -2%
AF
448
Amara Financial
California
$3.51M +$960K +38,327 +38%
BCM
449
Barden Capital Management
Texas
$3.5M -$7.36K -294 -0.2%
MAM
450
Milestone Asset Management
Pennsylvania
$3.48M +$3.48M +138,839 New
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