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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 %
CCMG
26
Clark Capital Management Group
Pennsylvania
$116M +$41.9M +1,672,508 +56%
FFN
27
Focus Financial Network
Minnesota
$115M -$722K -28,830 -0.6%
Charles Schwab
28
Charles Schwab
California
$109M -$3.35M -133,782 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$102M +$4.12M +164,525 +4%
MAM
30
Marquette Asset Management
Minnesota
$100M -$770K -30,744 -0.8%
BPA
31
Beacon Pointe Advisors
California
$91.2M +$4.01M +160,245 +5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$91M +$16.6M +661,205 +22%
Wells Fargo
33
Wells Fargo
California
$90.1M +$10.8M +429,871 +14%
Two Sigma Investments
34
Two Sigma Investments
New York
$89.1M +$8.84M +353,000 +11%
HWA
35
HHM Wealth Advisors
Tennessee
$88.7M +$2.78M +111,018 +3%
Truist Financial
36
Truist Financial
North Carolina
$80.5M +$5.22M +208,626 +7%
AssetMark Inc
37
AssetMark Inc
California
$79.3M +$1.17M +46,637 +1%
FA
38
Financial Advisors
Massachusetts
$77.7M -$2.13M -85,137 -3%
RRWA
39
Rainey & Randall Wealth Advisors
Florida
$77.4M +$521K +20,791 +0.7%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$76.8M -$4.54M -181,428 -6%
Cerity Partners
41
Cerity Partners
New York
$76.2M +$3.13M +124,884 +4%
KF
42
Krilogy Financial
Missouri
$72.9M +$2.27M +90,487 +3%
LFS
43
Legacy Financial Strategies
Kansas
$71.9M +$3.01M +120,044 +4%
PCIA
44
Prime Capital Investment Advisors
Kansas
$69.6M +$21.9M +874,979 +46%
GRR
45
Golden Reserve Retirement
Ohio
$69.6M +$69.6M +2,779,742 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$69.5M +$250K +9,989 +0.4%
Lido Advisors
47
Lido Advisors
California
$67.6M +$5.67M +226,566 +9%
AWM
48
Angeles Wealth Management
California
$66.8M +$16.7M +666,011 +33%
KAS
49
Kestra Advisory Services
Texas
$59.3M +$1.16M +46,478 +2%
Stifel Financial
50
Stifel Financial
Missouri
$57.8M +$15.9M +636,065 +38%
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