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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 %
IA
676
IFG Advisory
Georgia
$1.12M +$280K +11,175 +33%
TA
677
TrueWealth Advisors
Alabama
$1.1M +$11.4K +455 +1%
CB
678
Commerce Bank
Missouri
$1.1M +$143K +5,704 +15%
GAA
679
Guardian Asset Advisors
Pennsylvania
$1.09M -$146K -5,890 -12%
CS
680
Capital Square
Tennessee
$1.08M +$38.4K +1,534 +4%
FC
681
Fusion Capital
South Carolina
$1.08M -$69.3K -2,768 -6%
WWA
682
WCG Wealth Advisors
Nevada
$1.07M +$15.2K +607 +1%
RF
683
RHS Financial
California
$1.07M -$681K -27,182 -39%
VA
684
VestGen Advisors
Illinois
$1.06M +$1.06M +42,408 New
RFN
685
Redwood Financial Network
Ohio
$1.05M +$35.7K +1,425 +4%
BSCCG
686
Blue Sky Capital Consultants Group
California
$1.05M +$81.5K +3,254 +8%
IWP
687
Insight Wealth Partners
Texas
$1.05M -$66K -2,634 -6%
WCM
688
Whitener Capital Management
North Carolina
$1.04M +$215K +8,594 +26%
BWM
689
BCS Wealth Management
Tennessee
$1.04M -$17.3K -691 -2%
GC
690
Gilbert & Cook
Iowa
$1.04M -$7.31K -292 -0.7%
VFA
691
Valeo Financial Advisors
Indiana
$1.04M +$36.5K +1,459 +4%
AF
692
Advisornet Financial
Minnesota
$1.03M -$465K -18,576 -31%
AG
693
AmeriFlex Group
Nevada
$1.02M -$1.3M -51,994 -56%
FPF
694
First Pacific Financial
Washington
$1.02M +$703K +28,089 +225%
CCB
695
Cutter & Co Brokerage
Missouri
$1.02M +$1.13K +45 +0.1%
FCB
696
First County Bank
Connecticut
$1.01M +$1.01M +40,529 New
NP
697
NorthRock Partners
Minnesota
$1.01M +$387K +15,453 +62%
AC
698
Apella Capital
Connecticut
$1.01M – – –
SFG
699
SevenBridge Financial Group
Pennsylvania
$1M +$56.6K +2,095 +6%
PIA
700
Pinion Investment Advisors
Kansas
$1M +$484K +19,342 +93%
26 27
28
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