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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 %
AL
526
ACAS LLC
California
$2.28M -$131K -5,089 -5%
WC
527
Waterloo Capital
Texas
$2.27M +$1.21M +48,194 +114%
BCM
528
Becker Capital Management
Oregon
$2.25M +$2.25M +89,916 New
WFS
529
WealthGarden F.S.
California
$2.23M +$185K +7,374 +9%
SCA
530
Scott Capital Advisors
Oregon
$2.23M +$1.6K +64 +0.1%
TI
531
Truepoint Inc
Ohio
$2.22M +$1.67M +66,772 +306%
TVM
532
True Vision MN
Minnesota
$2.21M -$60.8K -2,427 -3%
EFS
533
Econ Financial Services
Pennsylvania
$2.2M +$2.2M +87,819 New
RWM
534
Revisor Wealth Management
Ohio
$2.2M +$726K +28,978 +49%
FA
535
FC Advisory
Pennsylvania
$2.18M -$8.51K -340 -0.4%
MWP
536
Madison Wealth Partners
Wisconsin
$2.17M +$89.8K +3,586 +4%
AWA
537
Acorn Wealth Advisors
Michigan
$2.16M +$228K +9,095 +12%
SMA
538
Sage Mountain Advisors
Georgia
$2.15M – – –
BWMG
539
Barnes Wealth Management Group
California
$2.15M -$116K -4,643 -5%
WRPWM
540
Werba Rubin Papier Wealth Management
California
$2.14M -$1M -39,941 -32%
MPM
541
Meritage Portfolio Management
Kansas
$2.14M -$129K -5,148 -6%
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$2.13M -$432K -19,382 -17%
OPA
543
Old Port Advisors
Maine
$2.12M -$308K -12,315 -13%
WI
544
Westbourne Investments
Virginia
$2.12M +$1.07M +42,760 +102%
SWA
545
Sightline Wealth Advisors
Connecticut
$2.11M +$670K +26,742 +47%
DAS
546
Diversify Advisory Services
Utah
$2.08M -$346K -13,609 -14%
RGF
547
Retirement Guys Formula
Ohio
$2.06M -$12.8M -511,184 -86%
HC
548
Hurley Capital
New York
$2.05M -$9.87K -394 -0.5%
EWM
549
Empirical Wealth Management
Washington
$2.02M -$21.2K -848 -1%
RSWA
550
Robinson Smith Wealth Advisors
Maine
$2.02M -$57.5K -2,295 -3%
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