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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 %
WG
651
Wealth Group
North Carolina
$1.27M +$251K +10,014 +25%
AMCA
652
Arthur M. Cohen & Associates
Illinois
$1.27M – – –
SAG
653
SageView Advisory Group
California
$1.25M +$6.99K +279 +0.6%
BFA
654
Beacon Financial Advisory
Ohio
$1.25M +$822K +32,841 +194%
CIA
655
Capital Investment Advisors
Georgia
$1.25M +$10.6K +424 +0.9%
MAM
656
Marotta Asset Management
Virginia
$1.24M -$3.5M -33,643 -74%
SNBOSD
657
Security National Bank of So Dak
Iowa
$1.24M -$11.5K -460 -0.9%
MA
658
Modus Advisors
Minnesota
$1.24M -$67.3K -2,686 -5%
AIM
659
Avity Investment Management
Connecticut
$1.24M +$750K +29,956 +153%
DWM
660
Destination Wealth Management
California
$1.23M -$41.5K -1,659 -3%
GAA
661
Global Assets Advisory
Florida
$1.23M +$821K +34,048 +200%
CAL
662
Capital Analysts LLC
Pennsylvania
$1.23M +$1.12M +44,731 +1,050%
OAS
663
Optivise Advisory Services
Tennessee
$1.22M +$1.22M +48,841 New
KP
664
Keel Point
Alabama
$1.21M +$175 +7 +0%
D.E. Shaw & Co
665
D.E. Shaw & Co
New York
$1.21M +$1.21M +48,197 New
PFA
666
Petra Financial Advisors
Colorado
$1.19M -$492K -19,648 -29%
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$1.18M -$229K -9,152 -16%
GSEP
668
Golden State Equity Partners
California
$1.17M +$1.17M +46,787 New
SEIA
669
Signature Estate & Investment Advisors
California
$1.15M +$124K +4,962 +12%
KF
670
K2 Financial
California
$1.15M +$166K +7,221 +17%
OFS
671
OneAscent Financial Services
Alabama
$1.15M +$78.1K +3,097 +7%
AI
672
Accredited Investors
Minnesota
$1.14M +$25 +1 +0%
VA
673
Valmark Advisers
Ohio
$1.14M -$3.16K -126 -0.3%
PCMN
674
Paradigm Capital Management (Nevada)
Nevada
$1.13M -$62.1K -2,481 -5%
KCM
675
Kathmere Capital Management
Pennsylvania
$1.12M +$50.8K +2,027 +5%
25 26
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