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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 %
GIA
451
Gladstone Institutional Advisory
Florida
$3.48M +$29.3K +1,170 +0.8%
FSA
452
Financial Services Advisory
Maryland
$3.46M -$224K -8,937 -6%
DT
453
Diversified Trust
Tennessee
$3.39M -$35.9K -1,434 -1%
TW
454
Transform Wealth
Colorado
$3.39M -$649K -25,913 -16%
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$3.38M +$820K +32,747 +32%
HFA
456
Highland Financial Advisors
New Jersey
$3.38M +$195K +7,806 +6%
VW
457
Veridan Wealth
Oregon
$3.37M +$662K +26,439 +24%
ADL
458
Asset Dedication LLC
California
$3.37M -$45.7K -1,825 -1%
AA
459
Advisory Alpha
Michigan
$3.36M +$366K +14,615 +12%
BF
460
Baring Financial
Washington
$3.36M +$56.3K +2,249 +2%
LIM
461
Leavell Investment Management
Alabama
$3.33M -$21.7K -866 -0.6%
FWA
462
FSC Wealth Advisors
New York
$3.31M -$4.73K -189 -0.1%
DIA
463
Dana Investment Advisors
Wisconsin
$3.3M -$6.74K -269 -0.2%
BMCM
464
Burns Matteson Capital Management
New York
$3.29M +$779K +31,121 +31%
TYCC
465
Texas Yale Capital Corp
Florida
$3.28M +$153K +6,100 +5%
MFG
466
Magnus Financial Group
New York
$3.26M +$72.1K +2,881 +2%
AQR Capital Management
467
AQR Capital Management
Connecticut
$3.25M +$532K +21,234 +20%
B
468
Bensler
Washington
$3.23M -$562K -22,457 -15%
MCCA
469
Mill Creek Capital Advisors
Pennsylvania
$3.21M -$17.7K -705 -0.5%
FLPIM
470
F.L. Putnam Investment Management
Massachusetts
$3.21M +$3.21M +128,152 New
AIM
471
Athena Investment Management
California
$3.21M +$44.2K +1,764 +1%
DE
472
Diversified Enterprises
Delaware
$3.2M +$2.04M +81,344 +175%
BOPW
473
Brandywine Oak Private Wealth
Pennsylvania
$3.19M -$95.2K -3,800 -3%
KAS
474
KPP Advisory Services
Kentucky
$3.16M +$150K +5,992 +5%
GPA
475
Guerra Pan Advisors
New Jersey
$3.15M +$52.8K +2,110 +2%
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