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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 %
ICM
726
Islay Capital Management
Texas
$881K -$54.8K -2,188 -6%
QPWM
727
Quadrant Private Wealth Management
Pennsylvania
$878K -$24.2K -966 -3%
FFA
728
Fi3 Financial Advisors
Indiana
$877K -$44.2K -1,764 -5%
FSA
729
Fort Sheridan Advisors
Illinois
$874K -$51.1K -2,039 -6%
KFA
730
Kelleher Financial Advisors
New York
$869K – – –
SFS
731
Sowell Financial Services
Arkansas
$866K +$33.1K +1,320 +4%
RFN
732
RDA Financial Network
Iowa
$864K +$59.4K +2,372 +7%
RMA
733
Roffman Miller Associates
Pennsylvania
$849K -$12.8K -513 -1%
FLA
734
Financial Life Advisors
Texas
$848K -$2.98K -119 -0.4%
CG
735
Cynosure Group
Utah
$848K +$250 +10 +0%
IF
736
Integrity Financial
Wyoming
$842K +$120K +4,773 +17%
UB
737
UMB Bank
Missouri
$842K -$11.9K -476 -1%
BPWM
738
Badgley Phelps Wealth Managers
Washington
$832K +$16.2K +645 +2%
UAG
739
United Advisor Group
Ohio
$832K -$174K -6,934 -17%
IA
740
Insight Advisors
Pennsylvania
$829K -$185K -7,408 -18%
RZH
741
Relyea Zuckerberg Hanson
Connecticut
$829K +$601 +24 +0.1%
NAS
742
NWF Advisory Services
California
$828K +$828K +33,058 New
ATI
743
ARK & TLK Investments
Oklahoma
$819K – – –
VCP
744
Verus Capital Partners
Arizona
$816K +$307K +12,251 +60%
EL
745
Essex LLC
Illinois
$815K -$5.88K -235 -0.7%
NCFG
746
New Century Financial Group
New Jersey
$814K +$40.6K +1,623 +5%
CCM
747
Colorado Capital Management
Colorado
$813K +$901 +36 +0.1%
PA
748
Parallel Advisors
California
$792K -$45.1K -1,802 -5%
SP
749
Stonebrook Private
Michigan
$788K +$56.1K +2,242 +8%
DFG
750
Delta Financial Group
New Jersey
$784K +$25.4K +965 +3%
28 29
30
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