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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 %
WP
826
WealthPLAN Partners
Nebraska
$617K +$35.7K +1,424 +6%
OWMIAS
827
One Wealth Management Investment & Advisory Services
Florida
$617K +$617K +24,631 New
SAM
828
Smartleaf Asset Management
Massachusetts
$611K +$359K +14,356 +143%
SWP
829
Sagespring Wealth Partners
Tennessee
$609K -$365K -14,592 -37%
CWC
830
Carolinas Wealth Consulting
North Carolina
$606K +$7.54K +301 +1%
RPGNY
831
Retirement Planning Group (New York)
New York
$603K +$172K +6,887 +40%
HIP
832
HUB Investment Partners
Texas
$600K +$176K +7,046 +42%
WFA
833
WMG Financial Advisors
Tennessee
$599K +$91.9K +3,672 +18%
LWM
834
Lakeridge Wealth Management
Ohio
$599K +$54.6K +2,181 +10%
PFP
835
Pinnacle Financial Partners
Tennessee
$595K -$3.28K -131 -0.5%
AAS
836
Annex Advisory Services
Wisconsin
$591K -$138K -5,499 -19%
OWM
837
OneAscent Wealth Management
Alabama
$590K +$590K +23,560 New
CCM
838
Cloud Capital Management
Washington
$590K +$590K +23,591 New
QP
839
Quartz Partners
New York
$589K -$2.13K -85 -0.4%
PWAM
840
Private Wealth Asset Management
Iowa
$585K +$585K +23,344 New
1832 Asset Management
841
1832 Asset Management
Ontario, Canada
$584K – – –
RA
842
Resolute Advisors
California
$580K +$651 +26 +0.1%
Russell Investments Group
843
Russell Investments Group
United Kingdom
$579K -$22.7K -907 -4%
HCWM
844
Hidden Cove Wealth Management
Washington
$575K -$21.6K -862 -4%
LRPA
845
L. Roy Papp & Associates
Arizona
$574K -$37.1K -1,480 -6%
CGFA
846
Colton Groome Financial Advisors
North Carolina
$570K -$145K -5,700 -20%
OAM
847
Oppenheimer Asset Management
New York
$567K -$44.9K -1,795 -7%
SFC
848
SYM Financial Corp
Indiana
$565K – – –
EK
849
Evensky & Katz
Florida
$563K – – –
PIMG
850
Patriot Investment Management Group
Tennessee
$558K -$9.42K -376 -2%
32 33
34
35 36