SCHG icon

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 %
HAS
601
HBW Advisory Services
California
$1.62M +$35.7K +1,424 +2%
WPC
602
Wedmont Private Capital
Pennsylvania
$1.62M +$366K +15,029 +29%
BIG
603
Brookwood Investment Group
Arizona
$1.61M +$1.61M +64,356 New
MC
604
Montag & Caldwell
Georgia
$1.6M -$420K -16,757 -21%
B
605
Bailard
California
$1.58M +$130K +5,200 +9%
KFGK
606
Keystone Financial Group (Kentucky)
Kentucky
$1.57M -$74.9K -2,992 -5%
S
607
Sachetta
Massachusetts
$1.56M +$7.14K +285 +0.5%
PNC Financial Services Group
608
PNC Financial Services Group
Pennsylvania
$1.56M +$387K +15,461 +33%
MHS
609
M Holdings Securities
Oregon
$1.55M +$54K +2,155 +4%
Pathstone Holdings
610
Pathstone Holdings
New Jersey
$1.55M +$470K +18,779 +44%
CFO
611
Custos Family Office
Texas
$1.54M +$1.73K +69 +0.1%
Qube Research & Technologies (QRT)
612
Qube Research & Technologies (QRT)
United Kingdom
$1.54M +$688K +27,482 +81%
GWWM
613
Great Waters Wealth Management
Minnesota
$1.53M -$20.7K -826 -1%
NEPWA
614
New England Private Wealth Advisors
Massachusetts
$1.53M -$116K -4,616 -7%
SPA
615
Sentinel Pension Advisors
Massachusetts
$1.53M -$874K -34,907 -36%
NHT
616
New Hampshire Trust
New Hampshire
$1.51M -$195K -7,788 -11%
CAP
617
Columbia Advisory Partners
Washington
$1.5M +$457K +18,241 +44%
GM
618
GeoWealth Management
Illinois
$1.48M -$4.41M -176,293 -75%
SA
619
Stewardship Advisors
Pennsylvania
$1.48M +$229K +9,160 +18%
AWP
620
Atlas Wealth Partners
Pennsylvania
$1.48M +$51.3K +2,050 +4%
JIR
621
James Investment Research
Ohio
$1.47M +$253K +10,108 +21%
CFP
622
Comprehensive Financial Planning
Pennsylvania
$1.47M -$2.11M -84,109 -59%
MFA
623
Millington Financial Advisors
Illinois
$1.47M +$1.47M +60,169 New
FC
624
Financial Consulate
Maryland
$1.46M +$31.7K +1,267 +2%
JCFM
625
JBR Co Financial Management
Oklahoma
$1.45M +$6.61K +264 +0.5%
23 24
25
26 27