Schwab US Large-Cap Growth ETF
SCHG
1,377 hedge funds and large institutions have $18.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 628 increasing their positions, 458 reducing their positions, and 92 closing their positions.
68% more call options, than puts
Call options by funds: $8.09M | Put options by funds: $4.81M
37% more repeat investments, than reductions
Existing positions increased: 628 | Existing positions reduced: 458
20% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 92
0% less funds holding
Funds holding: 1,382 → 1,377 (-5)
8% less funds holding in top 10
Funds holding in top 10: 226 → 209 (-17)
76% less capital invested
Capital invested by funds: $76B → $18.3B (-$57.6B)
117.55% less ownership
Funds ownership: 170.3% → 52.74% (-118%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$158M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$91.4M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$86.4M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$83.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$69.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$42.8B |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$54M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$43.9M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$38.8M |
| 5 |
Morgan Stanley
New York
|
-$37.7M |
SCHG Hedge Fund Activity: Q1 2025 in Review
1,377 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2025, worth a combined $18.3B — down 76% from $76B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new SCHG positions and 92 closed out — a net gain of 18 holders — while 628 added to existing stakes and 458 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $158M. The largest seller was Koshinski Asset Management, cutting an estimated $42.8B.
- 1,377 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2025, down from 1,382 in Q4 2024.
- Funds reported $18.3B of Schwab US Large-Cap Growth ETF stock for Q1 2025, down 76% quarter-over-quarter.
- 110 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2025 and 92 closed out, a net change of +18 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $158M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $42.8B sold.
Based on aggregated 13F filings for Q1 2025.