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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 %
TPWM
876
Twelve Points Wealth Management
Massachusetts
$518K -$75 -3 -0%
FRA
877
Front Row Advisors
California
$513K -$53.6K -2,140 -9%
TPW
878
Tiller Private Wealth
Pennsylvania
$513K +$12.5K +500 +3%
GBWM
879
Granite Bay Wealth Management
New Hampshire
$512K -$82.6K -3,298 -14%
IAIM
880
International Assets Investment Management
Florida
$511K +$23.9K +956 +5%
ATPW
881
Ashton Thomas Private Wealth
Arizona
$511K +$12.8K +511 +3%
VWM
882
Vermillion Wealth Management
Minnesota
$511K -$32.4K -1,295 -6%
GLA
883
Good Life Advisors
Pennsylvania
$510K +$34.6K +1,381 +7%
EAM
884
Evanson Asset Management
California
$507K +$5.71K +228 +1%
VAS
885
Valicenti Advisory Services
New York
$507K +$2.88K +115 +0.6%
OL
886
Owen LaRue
Kentucky
$505K +$33.7K +1,344 +7%
WP
887
Westmount Partners
California
$504K +$701 +28 +0.1%
AO
888
Advisor OS
Illinois
$503K +$50.9K +2,031 +11%
DPI
889
Diversified Portfolios Inc
Michigan
$496K -$100K -4,010 -17%
SC
890
Scotia Capital
Ontario, Canada
$495K -$5.31K -212 -1%
BlackRock
891
BlackRock
New York
$494K +$21.3K +850 +4%
BDFN
892
Bond & Devick Financial Network
Minnesota
$494K +$370K +14,790 +300%
SOWAS
893
Silver Oak Wealth Advisors Services
California
$493K – – –
FHC
894
First Heartland Consultants
Missouri
$493K +$267K +10,657 +118%
NG
895
NWK Group
California
$492K -$8.71K -348 -2%
CPSAC
896
Chas P. Smith & Associates (CPS)
Florida
$491K -$30.1K -1,204 -6%
HH
897
Hilltop Holdings
Texas
$491K +$22.3K +891 +5%
FSA
898
Financial Sense Advisors
California
$490K -$1.93K -77 -0.4%
JIP
899
Jaffetilchin Investment Partners
Florida
$490K +$490K +19,558 New
MAS
900
Meeder Advisory Services
Ohio
$488K -$38.2K -1,524 -7%
34 35
36
37 38