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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 %
BAWC
901
Boyce & Associates Wealth Consulting
Texas
$488K -$15.7K -627 -3%
MA
902
MONECO Advisors
Connecticut
$487K -$375K -14,971 -43%
PP
903
Patten & Patten
Tennessee
$486K +$171K +6,826 +54%
FHA
904
Flagship Harbor Advisors
Massachusetts
$485K +$476 +19 +0.1%
TPBG
905
Turning Point Benefit Group
Maryland
$485K -$222K -9,838 -31%
SAW
906
Signal Advisors Wealth
Michigan
$484K +$225K +8,989 +87%
RC
907
Roundview Capital
New Jersey
$480K – – –
RAS
908
RPS Advisory Solutions
Kentucky
$478K +$478K +19,107 New
GWMR
909
GC Wealth Management RIA
Massachusetts
$478K +$2.88K +115 +0.6%
PMFA
910
Plante Moran Financial Advisors
Michigan
$477K -$195K -7,806 -29%
FA
911
Fortis Advisors
Pennsylvania
$475K +$74.5K +2,975 +19%
PGAM
912
Princeton Global Asset Management
New Jersey
$469K -$26.6K -1,063 -5%
FWM
913
Focused Wealth Management
New York
$467K +$23K +918 +5%
MW
914
Marcum Wealth
Ohio
$465K +$5.21K +208 +1%
IWA
915
IVC Wealth Advisors
Pennsylvania
$464K -$3.61K -144 -0.8%
CG
916
Caprock Group
Idaho
$460K +$20.5K +820 +5%
AFA
917
Alpha Financial Advisors
North Carolina
$458K – – –
AIM
918
Aspen Investment Management
Michigan
$456K +$156K +6,233 +52%
CFG
919
Citizens Financial Group
Rhode Island
$456K +$53.2K +2,126 +13%
EAM
920
Everstar Asset Management
North Carolina
$454K -$326K -13,015 -42%
KCM
921
KM Capital Management
Texas
$454K +$454K +18,114 New
KA
922
Klingman & Associates
New York
$449K -$4.43K -177 -1%
FG
923
Fairman Group
Pennsylvania
$449K +$501 +18 +0.1%
HWM
924
Hohimer Wealth Management
Washington
$449K +$88.5K +3,536 +25%
NSAM
925
North Star Asset Management
Wisconsin
$448K -$35.1K -1,400 -7%
35 36
37
38 39