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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 %
MCWS
851
McKinley Carter Wealth Services
West Virginia
$558K +$558K +22,268 New
CIP
852
Capital Insight Partners
Arizona
$555K -$38.8K -1,549 -7%
SCM
853
SOL Capital Management
Maryland
$552K +$7.01K +280 +1%
DCM
854
Davis Capital Management
Florida
$552K +$330K +13,174 +149%
SIA
855
Soltis Investment Advisors
Utah
$551K -$5.08K -203 -0.9%
AWM
856
Axxcess Wealth Management
California
$550K -$400K -15,966 -42%
FWTB
857
First Western Trust Bank
Colorado
$549K – – –
HI
858
Hoey Investments
Pennsylvania
$547K -$1.8K -72 -0.3%
NIWA
859
New Insight Wealth Advisors
California
$544K +$21.3K +852 +4%
SC
860
Soundwatch Capital
Connecticut
$541K -$48.8K -1,948 -8%
HBW
861
Hazlett, Burt & Watson
West Virginia
$539K -$14.9K -596 -3%
RWM
862
RBA Wealth Management
California
$538K +$2.08K +83 +0.4%
MSS
863
Mitchell Sinkler & Starr
Pennsylvania
$538K +$70.6K +2,820 +15%
SFG
864
Synergy Financial Group
California
$537K -$1.75K -70 -0.3%
WBC
865
West Branch Capital
Massachusetts
$534K +$300 +12 +0.1%
RWM
866
Ritholtz Wealth Management
New York
$534K +$120K +4,787 +29%
FMII
867
Farmers & Merchants Investments Inc
Nebraska
$533K – – –
OC
868
Oarsman Capital
Wisconsin
$533K -$33K -1,316 -6%
EFP
869
Elser Financial Planning
Indiana
$530K – – –
SIA
870
SeaBridge Investment Advisors
New Jersey
$530K +$376 +15 +0.1%
SA
871
SRH Advisors
Kansas
$530K – – –
PWA
872
Peterson Wealth Advisors
Utah
$525K +$258K +11,426 +97%
BW
873
BIP Wealth
Georgia
$524K +$9.59K +383 +2%
GG
874
Greenwood Gearhart
Arkansas
$519K +$5.88K +235 +1%
MWM
875
MBE Wealth Management
Wisconsin
$518K +$75 +3 +0%
33 34
35
36 37