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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 %
CCWM
476
Cassaday & Co Wealth Management
Virginia
$3.1M +$182K +7,276 +6%
Northern Trust
477
Northern Trust
Illinois
$3.08M +$764K +30,515 +33%
IAA
478
Independent Advisor Alliance
North Carolina
$3.05M -$21.2M -847,801 -87%
RBWA
479
RFG - Bristol Wealth Advisors
Massachusetts
$3.03M +$567K +22,643 +23%
CF
480
Centaurus Financial
California
$3.03M +$54.4K +2,173 +2%
MCC
481
Money Concepts Capital
Florida
$2.98M +$172K +6,853 +6%
SFC
482
Sprinkle Financial Consultants
Colorado
$2.97M -$112K -4,480 -4%
CCA
483
Cypress Capital Advisors
Tennessee
$2.97M +$2.73M +109,015 +1,145%
GG
484
GenWealth Group
New Jersey
$2.95M +$66.1K +2,638 +2%
BFM
485
Broadview Financial Management
Wisconsin
$2.93M -$55.6K -2,221 -2%
JGCM
486
Joseph Group Capital Management
Ohio
$2.92M +$140K +5,595 +5%
LIA
487
LifePlan Investment Advisors
North Carolina
$2.87M -$48K -1,916 -2%
MMCM
488
Murphy & Mullick Capital Management
New York
$2.87M -$49.1K -1,962 -2%
SCA
489
STALEY CAPITAL ADVISERS
Pennsylvania
$2.86M – – –
Janney Montgomery Scott
490
Janney Montgomery Scott
Pennsylvania
$2.81M -$142K -5,676 -5%
FVWA
491
Foster Victor Wealth Advisors
South Carolina
$2.81M -$3.14M -128,768 -53%
GJIA
492
Glass Jacobson Investment Advisors
Maryland
$2.79M – – –
HWM
493
Heirloom Wealth Management
Colorado
$2.78M +$426K +17,003 +18%
FAIM
494
Financial Advocates Investment Management
Washington
$2.77M -$746K -29,801 -21%
KFP
495
KMG Fiduciary Partners
Ohio
$2.74M -$68.7K -2,745 -2%
S
496
SignatureFD
Georgia
$2.73M -$252K -10,054 -8%
CFG
497
Clayton Financial Group
Missouri
$2.73M -$174K -6,937 -6%
BWM
498
Brown Wealth Management
Illinois
$2.71M +$63.5K +2,537 +2%
AA
499
Aire Advisors
California
$2.7M -$174K -6,942 -6%
OPWM
500
Oxinas Partners Wealth Management
Indiana
$2.68M +$26.6K +1,061 +1%
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