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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 %
TAM
501
Townsend Asset Management
North Carolina
$2.67M -$832K -33,216 -24%
CCM
502
Condor Capital Management
New Jersey
$2.67M -$5.41K -216 -0.2%
TWP
503
Tempus Wealth Planning
California
$2.65M -$181K -7,225 -6%
FA
504
Fermata Advisors
California
$2.65M +$1.54M +61,446 +138%
LWM
505
Latko Wealth Management
Illinois
$2.62M +$66K +2,635 +3%
CRC
506
Curi RMB Capital
Illinois
$2.62M -$371K -14,834 -12%
BAMG
507
Brand Asset Management Group
Missouri
$2.6M -$155K -6,192 -6%
BL
508
BFSG LLC
California
$2.59M +$113K +4,503 +5%
AWMG
509
Alliance Wealth Management Group
New Jersey
$2.56M – – –
TCM
510
Towercrest Capital Management
Pennsylvania
$2.56M – – –
Baird Financial Group
511
Baird Financial Group
Wisconsin
$2.55M +$1.77M +70,737 +228%
B
512
Birchbrook
Maine
$2.52M +$121K +4,852 +5%
Wealthfront Advisers
513
Wealthfront Advisers
California
$2.51M +$1.41M +56,323 +128%
AC
514
Avant Capital
Louisiana
$2.5M +$8.59K +343 +0.3%
SPI
515
Santori & Peters Inc
Pennsylvania
$2.46M -$183K -7,323 -7%
BCA
516
Bay Colony Advisors
Massachusetts
$2.42M +$114K +4,549 +5%
WA
517
WPG Advisers
Maryland
$2.42M +$1.72M +68,842 +249%
SFWA
518
Summit Financial Wealth Advisors
Louisiana
$2.39M +$57.4K +2,292 +2%
DC
519
Davenport & Co
Virginia
$2.39M +$26.1K +1,041 +1%
NF
520
Nikulski Financial
Iowa
$2.38M +$142K +5,681 +6%
CWA
521
Clearview Wealth Advisors
Oregon
$2.37M -$161K -6,434 -6%
LFG
522
Larson Financial Group
Missouri
$2.36M -$2.75K -110 -0.1%
AWA
523
Arkadios Wealth Advisors
Georgia
$2.34M +$530K +21,173 +29%
CWA
524
Crux Wealth Advisors
California
$2.31M -$29K -1,158 -1%
AAP
525
Arax Advisory Partners
Colorado
$2.31M -$22.7M -904,803 -91%
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