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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 %
JSL
576
JT Stratford LLC
Georgia
$1.85M +$586K +23,411 +46%
BA
577
Bristlecone Advisors
Washington
$1.83M -$25.8K -1,030 -1%
MFG
578
Midwest Financial Group
Kansas
$1.83M +$253K +10,101 +16%
CIAS
579
Capital Investment Advisory Services
North Carolina
$1.82M +$193K +7,704 +12%
TC
580
Tenret Company
Florida
$1.82M -$60K -2,397 -3%
SNWA
581
Siligmueller & Norvid Wealth Advisors
Illinois
$1.81M -$149K -5,967 -8%
BFA
582
Beaumont Financial Advisors
Massachusetts
$1.81M -$128K -5,128 -7%
CCG
583
Capital CS Group
California
$1.8M +$170K +6,808 +10%
IAP
584
Indie Asset Partners
Indiana
$1.78M -$25.3K -1,009 -1%
BBPWM
585
Blue Bell Private Wealth Management
Pennsylvania
$1.77M +$12.9K +516 +0.7%
AWE
586
Avidian Wealth Enterprises
Texas
$1.77M -$8.44K -337 -0.5%
SG
587
StoneX Group
New York
$1.75M +$148K +5,917 +9%
CTA
588
Chesley Taft & Associates
Illinois
$1.74M +$1.74M +69,403 New
RWM
589
Reston Wealth Management
Virginia
$1.74M -$388K -15,493 -18%
SIAG
590
Signet Investment Advisory Group
Rhode Island
$1.73M +$9.19K +367 +0.5%
QCM
591
Quantinno Capital Management
New York
$1.73M +$975K +38,927 +129%
Natixis Advisors
592
Natixis Advisors
Massachusetts
$1.71M -$26.3K -1,050 -2%
HA
593
Herold Advisors
New York
$1.71M +$60K +2,396 +4%
HWA
594
HMV Wealth Advisors
Louisiana
$1.71M – – –
MFF
595
Michels Family Financial
Texas
$1.68M -$7.44K -297 -0.4%
SWM
596
Sculati Wealth Management
Michigan
$1.67M -$300K -11,994 -15%
CM
597
Columbus Macro
Pennsylvania
$1.66M -$83.4K -3,329 -5%
PWMG
598
Prestige Wealth Management Group
New Jersey
$1.66M -$119K -4,767 -7%
QWM
599
Quadcap Wealth Management
Texas
$1.65M +$130K +5,203 +9%
CS
600
Crescent Sterling
Louisiana
$1.65M -$18.3K -730 -1%
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