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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 %
HC
701
Hoese & Co
Minnesota
$999K – – –
SW
702
Simplicity Wealth
New Jersey
$986K +$763K +30,482 +343%
SIS
703
Strategic Investment Solutions
Illinois
$985K -$11.8K -471 -1%
CWG
704
Cornerstone Wealth Group
North Carolina
$977K -$1K -40 -0.1%
WIC
705
Woodmont Investment Counsel
Tennessee
$972K +$28.8K +1,152 +3%
OP
706
ORG Partners
Indiana
$971K +$408K +16,165 +72%
CCA
707
Clearwater Capital Advisors
Illinois
$963K – – –
KJWM
708
Kiley Juergens Wealth Management
Washington
$962K +$42.8K +1,710 +5%
TWCA
709
Two West Capital Advisors
Kansas
$957K +$205K +8,399 +27%
AMG
710
Asset Management Group
Connecticut
$957K +$952 +38 +0.1%
OFO
711
OneAscent Family Office
Alabama
$948K +$948K +37,579 New
AWM
712
Aprio Wealth Management
Georgia
$944K +$576 +23 +0.1%
AC
713
AlphaCore Capital
California
$934K +$127K +5,090 +16%
SFG
714
Sunburst Financial Group
Alabama
$933K -$2.91K -116 -0.3%
EWM
715
Evercore Wealth Management
New York
$929K – – –
PCM
716
Pennsylvania Capital Management
Pennsylvania
$929K +$396K +15,810 +74%
CFB
717
Cullen/Frost Bankers
Texas
$927K +$517K +20,647 +126%
CAM
718
Cozad Asset Management
Illinois
$921K – – –
DWM
719
DecisionMap Wealth Management
Virginia
$916K +$165K +6,603 +22%
Fisher Asset Management
720
Fisher Asset Management
Washington
$908K +$148K +5,913 +19%
CF
721
Claris Financial
Virginia
$906K – – –
NW
722
NewEdge Wealth
Pennsylvania
$900K – – –
BI
723
Binnacle Investments
Iowa
$885K +$885K +35,347 New
PCI
724
Planning Center Inc
Illinois
$881K +$250 +10 +0%
HL
725
HeadInvest LLC
Maine
$881K -$14.4K -575 -2%
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