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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 %
BC
51
Brio Consultants
California
$56.9M -$7.73M -308,512 -12%
MCM
52
MAI Capital Management
Ohio
$56.4M +$341K +13,612 +0.6%
BFG
53
Berger Financial Group
Minnesota
$55.3M +$1.7M +68,060 +3%
UCFA
54
United Capital Financial Advisors
Texas
$55M -$899K -35,884 -2%
WA
55
Waverly Advisors
Alabama
$54.7M +$37.2M +1,484,426 +212%
PAS
56
Park Avenue Securities
New York
$54.7M +$12.4M +493,975 +29%
HWM
57
HRC Wealth Management
Idaho
$53.8M -$241K -9,619 -0.4%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$53.3M -$2.24M -89,389 -4%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$51.5M -$39.1B -1,561,761,829 -100%
FCI
60
Financial Counselors Inc
Kansas
$50.1M +$375K +14,992 +0.8%
FMP
61
Financial Management Professionals
Texas
$47.6M +$1.69M +67,476 +4%
VWA
62
Visionary Wealth Advisors
Illinois
$47.5M -$124K -4,962 -0.3%
NFG
63
Nadler Financial Group
Illinois
$47.4M -$1.99M -79,449 -4%
Creative Planning
64
Creative Planning
Kansas
$47.1M +$1.36M +54,381 +3%
NCMW
65
Northern Capital Management (Washington)
Washington
$46.1M -$1.87M -74,670 -4%
GAM
66
Gemmer Asset Management
California
$45.8M +$400K +15,956 +0.9%
KLI
67
Kelman-Lazarov Inc
Tennessee
$45.8M -$790K -31,561 -2%
UBS Group
68
UBS Group
Switzerland
$45.3M -$557K -22,232 -1%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$45M -$24.3M -972,198 -35%
FC
70
Forte Capital
New York
$43.9M -$427K -17,056 -1%
CWA
71
Cornerstone Wealth Advisors
Minnesota
$43.6M +$858K +34,267 +2%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$43.2M -$146K -5,812 -0.3%
GWM
73
Geneos Wealth Management
Colorado
$42.3M +$37.6M +1,499,910 +786%
FPAS
74
Focus Partners Advisor Solutions
Missouri
$42.3M -$1.9M -76,049 -4%
CST
75
Charles Schwab Trust
Nevada
$42M +$7.51M +299,835 +22%
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