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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 %
KIA
751
KCM Investment Advisors
California
$784K -$50.1K -2,000 -6%
SFG
752
Sovereign Financial Group
Connecticut
$784K -$111K -4,414 -12%
DWT
753
Dorsey & Whitney Trust
South Dakota
$777K – – –
BWA
754
Burt Wealth Advisors
Maryland
$774K -$49.9K -1,993 -6%
MTIC
755
Missouri Trust & Investment Company
Missouri
$768K -$10K -400 -1%
ST
756
Sabal Trust
Florida
$767K – – –
BFS
757
BridgePort Financial Solutions
Iowa
$762K +$293K +11,709 +63%
AIP
758
Almanack Investment Partners
Pennsylvania
$762K -$9.49M -378,831 -93%
PTC
759
Private Trust Company
Ohio
$755K +$225K +8,971 +42%
WA
760
Wealth Architects
California
$749K -$29.9K -1,193 -4%
VFPW
761
Vantage Financial Partners (Wisconsin)
Wisconsin
$749K +$159K +6,348 +27%
CWM
762
Castle Wealth Management
Florida
$749K -$85.6K -3,420 -10%
RFA
763
Resurgent Financial Advisors
Georgia
$747K +$65.1K +2,601 +10%
APW
764
Aurora Private Wealth
New Jersey
$741K -$95.1K -3,801 -11%
GI
765
GS Investments
Minnesota
$741K -$40.2K -1,605 -5%
SPL
766
Smart Portfolios LLC
Washington
$741K -$250 -10 -0%
SWM
767
SpringVest Wealth Management
Texas
$739K – – –
YIH
768
Y-Intercept (HK)
Hong Kong
$739K +$38K +1,517 +5%
BWA
769
Beam Wealth Advisors
Louisiana
$735K +$71.6K +2,858 +11%
WAG
770
Windsor Advisory Group
Ohio
$732K -$17.8K -710 -2%
OAJ
771
Ogorek Anthony Joseph
New York
$729K +$107K +4,276 +17%
BAM
772
Bellevue Asset Management
Washington
$728K +$207K +8,262 +40%
SFS
773
Summit Financial Strategies
Ohio
$728K -$137K -5,462 -16%
CA
774
CGN Advisors
Kansas
$727K +$28.8K +1,152 +4%
CCA
775
Clarity Capital Advisors
Florida
$726K +$125 +5 +0%
29 30
31
32 33