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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 %
HWA
776
Hilltop Wealth Advisors
North Carolina
$726K -$86K -3,434 -11%
EHC
777
Everett Harris & Co
California
$725K +$16.3K +650 +2%
FAG
778
Fortitude Advisory Group
Washington
$725K -$1.31K -55 -0.2%
MWM
779
Mission Wealth Management
California
$723K -$6.66K -266 -0.9%
OFS
780
OMC Financial Services
New York
$723K -$8.49K -339 -1%
MW
781
Maia Wealth
Colorado
$723K +$35.9K +1,464 +5%
WPW
782
Watershed Private Wealth
Illinois
$719K – – –
CIR
783
Clear Investment Research
Georgia
$712K +$2.8K +112 +0.4%
EW
784
Element Wealth
Mississippi
$709K – – –
LFS
785
Lutz Financial Services
Nebraska
$705K +$1.5K +60 +0.2%
NAMNJ
786
NorthStar Asset Management (New Jersey)
New Jersey
$702K -$10.2K -406 -1%
TWA
787
TCI Wealth Advisors
Arizona
$701K – – –
CC
788
Callan Capital
California
$700K -$44.2K -1,766 -6%
AOWM
789
Alpha Omega Wealth Management
Virginia
$698K +$876 +35 +0.1%
AP
790
Adero Partners
California
$696K +$50 +2 +0%
LJAC
791
L.J. Altfest & Co
New York
$694K -$48.3K -1,929 -7%
PFA
792
Pure Financial Advisors
California
$691K +$101K +4,031 +17%
PPWM
793
Paragon Private Wealth Management
Kentucky
$687K +$687K +27,429 New
FWP
794
Forefront Wealth Partners
Texas
$686K -$454K -18,125 -40%
GA
795
Goldstein Advisors
Wisconsin
$686K +$11.2K +446 +2%
SI
796
Stephens Inc
Arkansas
$683K +$116K +4,634 +20%
GKWIM
797
Gerber Kawasaki Wealth & Investment Management
California
$681K +$129K +5,152 +23%
CCC
798
Compass Capital Corp
Massachusetts
$674K -$181K -7,920 -21%
JC
799
Jentner Corp
Ohio
$673K -$26.6K -1,063 -4%
IWN
800
Independent Wealth Network
Iowa
$673K +$160K +6,393 +31%
30 31
32
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