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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 %
MFWP
926
Mosaic Family Wealth Partners
Missouri
$445K +$250 +10 +0.1%
VCM
927
Virtue Capital Management
Tennessee
$440K +$440K +17,609 New
IF
928
Ironwood Financial
Arizona
$439K +$9.62K +384 +2%
CWM
929
Cabot Wealth Management
Massachusetts
$437K -$11.6K -464 -3%
AC
930
Annandale Capital
Texas
$437K +$501 +20 +0.1%
WIP
931
WealthCare Investment Partners
Rhode Island
$437K +$14.5K +630 +3%
CWP
932
Core Wealth Partners
California
$435K +$17K +678 +4%
XPN
933
XY Planning Network
Montana
$434K -$111K -4,424 -20%
MI
934
Moneywise Inc
Virginia
$430K +$50 +2 +0%
PAYA
935
Phil A. Younker & Associates
Alaska
$425K -$6.71K -268 -2%
ECM
936
Evergreen Capital Management
Washington
$425K -$4.91K -196 -1%
PFA
937
Pathway Financial Advisors
Vermont
$422K +$2.03K +81 +0.5%
GWA
938
Geometric Wealth Advisors
District of Columbia
$418K – – –
TP
939
Tranquility Partners
Tennessee
$417K – – –
CA
940
Continuum Advisory
Idaho
$417K +$178K +7,120 +75%
HCM
941
Hall Capital Management
Rhode Island
$415K – – –
AFA
942
American Financial Advisors
Georgia
$414K +$326 +13 +0.1%
EA
943
Ergawealth Advisors
Illinois
$408K -$225K -8,994 -36%
AL
944
Aspiriant LLC
California
$405K -$181K -7,230 -31%
GCM
945
G2 Capital Management
Ohio
$403K – – –
SSWM
946
Smith Salley Wealth Management
North Carolina
$403K +$75 +3 +0%
LF
947
Lantz Financial
Illinois
$402K – – –
ZF
948
Zhang Financial
Michigan
$402K – – –
OWP
949
Obermeyer Wealth Partners
Colorado
$402K +$402K +16,040 New
CL
950
CVFG LLC
Indiana
$401K – – –
36 37
38
39 40