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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 %
GWS
951
Glassman Wealth Services
Virginia
$400K +$1.55K +62 +0.4%
EFG
952
Ehrlich Financial Group
California
$398K -$8.81K -352 -2%
SHJ
953
Sharkey, Howes & Javer
Colorado
$395K – – –
BWP
954
Barlow Wealth Partners
Kentucky
$393K – – –
TCM
955
Traynor Capital Management
Pennsylvania
$392K +$43.3K +1,730 +12%
LIA
956
Lynx Investment Advisory
District of Columbia
$391K +$114K +4,565 +41%
BOSSRA
957
B.O.S.S. Retirement Advisors
Utah
$391K -$335K -13,378 -46%
VHAM
958
Van Hulzen Asset Management
California
$386K +$10.1K +403 +3%
Empower Advisory Group
959
Empower Advisory Group
Colorado
$382K -$2.86K -114 -0.7%
AGA
960
Arkos Global Advisors
Texas
$381K – – –
IAG
961
Ipsen Advisor Group
Arkansas
$379K +$401 +16 +0.1%
PCG
962
Prosperity Consulting Group
Maryland
$377K +$426 +17 +0.1%
HC
963
Hamilton Capital
Ohio
$377K – – –
WP
964
Wealthspan Partners
Iowa
$377K -$65.5K -2,615 -15%
HWP
965
Heritage Wealth Partners
Ohio
$374K +$426 +17 +0.1%
AF
966
Affiance Financial
Minnesota
$372K – – –
FWM
967
Finer Wealth Management
Massachusetts
$372K +$4.91K +196 +1%
AWM
968
Accurate Wealth Management
Florida
$371K +$4.17K +171 +1%
DLCIG
969
D.L. Carlson Investment Group
New Hampshire
$370K -$54.4K -2,172 -13%
BFG
970
Beacon Financial Group
Texas
$370K +$8.76K +350 +2%
WLIM
971
White Lighthouse Investment Management
Massachusetts
$367K +$476 +19 +0.1%
CAM
972
Clark Asset Management
New Hampshire
$366K – – –
HKIMG
973
Hutchens & Kramer Investment Management Group
Indiana
$366K +$50 +2 +0%
DAM
974
Delta Asset Management
Tennessee
$366K – – –
SFO
975
Stokes Family Office
Louisiana
$365K – – –
37 38
39
40 41