SCHG icon

Schwab US Large-Cap Growth ETF

1,358 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, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$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
Change in
Stake
AL
526
ACAS LLC
California
$2.28M
WC
527
Waterloo Capital
Texas
$2.27M
BCM
528
Becker Capital Management
Oregon
$2.25M
WFS
529
WealthGarden F.S.
California
$2.23M
SCA
530
Scott Capital Advisors
Oregon
$2.23M
TI
531
Truepoint Inc
Ohio
$2.22M
TVM
532
True Vision MN
Minnesota
$2.21M
EFS
533
Econ Financial Services
Pennsylvania
$2.2M
RWM
534
Revisor Wealth Management
Ohio
$2.2M
FA
535
FC Advisory
Pennsylvania
$2.18M
MWP
536
Madison Wealth Partners
Wisconsin
$2.17M
AWA
537
Acorn Wealth Advisors
Michigan
$2.16M
SMA
538
Sage Mountain Advisors
Georgia
$2.15M
BWMG
539
Barnes Wealth Management Group
California
$2.15M
WRPWM
540
Werba Rubin Papier Wealth Management
California
$2.14M
MPM
541
Meritage Portfolio Management
Kansas
$2.14M
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$2.13M
OPA
543
Old Port Advisors
Maine
$2.12M
WI
544
Westbourne Investments
Virginia
$2.12M
SWA
545
Sightline Wealth Advisors
Connecticut
$2.11M
DAS
546
Diversify Advisory Services
Utah
$2.08M
RGF
547
Retirement Guys Formula
Ohio
$2.06M
HC
548
Hurley Capital
New York
$2.05M
EWM
549
Empirical Wealth Management
Washington
$2.02M
RSWA
550
Robinson Smith Wealth Advisors
Maine
$2.02M