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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 %
ACA
626
Aspire Capital Advisors
Washington
$1.45M -$961K -38,360 -40%
SC
627
SouthState Corp
Florida
$1.44M +$1.44M +57,665 New
RIS
628
Retirement Income Solutions
Michigan
$1.44M +$30.9K +1,236 +2%
TDWM
629
Topel & Distasi Wealth Management
California
$1.43M -$3.6M -143,797 -72%
YLHM
630
Yelin Lapidot Holdings Management
Israel
$1.43M – – –
SWM
631
Spire Wealth Management
Virginia
$1.41M +$117K +4,676 +9%
GS
632
GWN Securities
Florida
$1.41M +$1.41M +53,710 New
TNA
633
True North Advisors
Texas
$1.39M +$1.39M +55,649 New
AA
634
Ancora Advisors
Ohio
$1.39M +$1.05K +42 +0.1%
LAM
635
L2 Asset Management
Massachusetts
$1.39M +$1.39M +55,442 New
LA
636
LexAurum Advisors
Kansas
$1.38M +$807K +32,236 +140%
SQA
637
Simon Quick Advisors
New Jersey
$1.37M +$7.91K +316 +0.6%
Comerica Bank
638
Comerica Bank
Texas
$1.36M +$115K +4,575 +9%
AIM
639
AMI Investment Management
Indiana
$1.34M -$7.09K -283 -0.5%
SWM
640
Segment Wealth Management
Texas
$1.33M -$69.9K -2,790 -5%
IRC
641
Investors Research Corp
Georgia
$1.33M +$78.4K +3,129 +6%
TIAA Trust, National Association
642
TIAA Trust, National Association
North Carolina
$1.32M -$27.6K -1,104 -2%
Brown Advisory
643
Brown Advisory
Maryland
$1.32M +$260K +10,395 +25%
PFS
644
Prospera Financial Services
Texas
$1.31M +$143K +5,709 +12%
MCM
645
MidAtlantic Capital Management
Virginia
$1.31M -$1.85K -74 -0.1%
BCP
646
Blackhawk Capital Partners
Wisconsin
$1.3M +$507K +20,256 +64%
OFG
647
Oxford Financial Group
Indiana
$1.3M +$3.78K +151 +0.3%
JWM
648
JFG Wealth Management
Colorado
$1.29M +$1.45K +58 +0.1%
CAWM
649
Capital Advisors Wealth Management
Washington
$1.28M +$160K +6,385 +14%
FA
650
FSA Advisors
Michigan
$1.28M +$101K +4,031 +9%
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