SCHG icon

Schwab US Large-Cap Growth ETF

1,358 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, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$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
Change in
Stake
HC
701
Hoese & Co
Minnesota
$999K
SW
702
Simplicity Wealth
New Jersey
$986K
SIS
703
Strategic Investment Solutions
Illinois
$985K
CWG
704
Cornerstone Wealth Group
North Carolina
$977K
WIC
705
Woodmont Investment Counsel
Tennessee
$972K
OP
706
ORG Partners
Indiana
$971K
CCA
707
Clearwater Capital Advisors
Illinois
$963K
KJWM
708
Kiley Juergens Wealth Management
Washington
$962K
TWCA
709
Two West Capital Advisors
Kansas
$957K
AMG
710
Asset Management Group
Connecticut
$957K
OFO
711
OneAscent Family Office
Alabama
$948K
AWM
712
Aprio Wealth Management
Georgia
$944K
AC
713
AlphaCore Capital
California
$934K
SFG
714
Sunburst Financial Group
Alabama
$933K
EWM
715
Evercore Wealth Management
New York
$929K
PCM
716
Pennsylvania Capital Management
Pennsylvania
$929K
CFB
717
Cullen/Frost Bankers
Texas
$927K
CAM
718
Cozad Asset Management
Illinois
$921K
DWM
719
DecisionMap Wealth Management
Virginia
$916K
Fisher Asset Management
720
Fisher Asset Management
Washington
$908K
CF
721
Claris Financial
Virginia
$906K
NW
722
NewEdge Wealth
Pennsylvania
$900K
BI
723
Binnacle Investments
Iowa
$885K
PCI
724
Planning Center Inc
Illinois
$881K
HL
725
HeadInvest LLC
Maine
$881K