SCHG icon

Schwab US Large-Cap Growth ETF

1,358 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, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$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
Change in
Stake
MFWP
926
Mosaic Family Wealth Partners
Missouri
$445K
VCM
927
Virtue Capital Management
Tennessee
$440K
IF
928
Ironwood Financial
Arizona
$439K
CWM
929
Cabot Wealth Management
Massachusetts
$437K
AC
930
Annandale Capital
Texas
$437K
WIP
931
WealthCare Investment Partners
Rhode Island
$437K
CWP
932
Core Wealth Partners
California
$435K
XPN
933
XY Planning Network
Montana
$434K
MI
934
Moneywise Inc
Virginia
$430K
PAYA
935
Phil A. Younker & Associates
Alaska
$425K
ECM
936
Evergreen Capital Management
Washington
$425K
PFA
937
Pathway Financial Advisors
Vermont
$422K
GWA
938
Geometric Wealth Advisors
District of Columbia
$418K
TP
939
Tranquility Partners
Tennessee
$417K
CA
940
Continuum Advisory
Idaho
$417K
HCM
941
Hall Capital Management
Rhode Island
$415K
AFA
942
American Financial Advisors
Georgia
$414K
EA
943
Ergawealth Advisors
Illinois
$408K
AL
944
Aspiriant LLC
California
$405K
GCM
945
G2 Capital Management
Ohio
$403K
SSWM
946
Smith Salley Wealth Management
North Carolina
$403K
LF
947
Lantz Financial
Illinois
$402K
ZF
948
Zhang Financial
Michigan
$402K
OWP
949
Obermeyer Wealth Partners
Colorado
$402K
CL
950
CVFG LLC
Indiana
$401K