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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 %
BFS
76
Burkett Financial Services
South Carolina
$42M -$1.12M -44,700 -3%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$41.1M -$514K -20,521 -1%
TWM
78
Tradition Wealth Management
Minnesota
$41M -$143K -5,722 -0.3%
RFA
79
Rollins Financial Advisors
New York
$40.6M +$743K +29,686 +2%
BDWCC
80
B&D White Capital Company
Texas
$40.5M +$10.2M +406,239 +34%
SB
81
Strategic Blueprint
Georgia
$40M +$3.09M +123,365 +8%
SDWMA
82
Schneider Downs Wealth Management Advisors
Pennsylvania
$39.5M +$1.3M +51,997 +3%
HWM
83
HB Wealth Management
Georgia
$39.5M -$87.9K -3,510 -0.2%
XF
84
XML Financial
Maryland
$39.2M +$376K +15,015 +1%
SWRP
85
Summit Wealth & Retirement Planning
California
$38.8M +$413K +16,485 +1%
GIA
86
GHP Investment Advisors
Colorado
$36.5M -$87.3K -3,486 -0.2%
AFG
87
Atomi Financial Group
New York
$36.4M +$3.54M +141,364 +11%
ACM
88
Advance Capital Management
Michigan
$34.6M -$9.37M -374,327 -21%
BFG
89
Bleakley Financial Group
New Jersey
$34.5M +$11M +441,255 +47%
SAM
90
Summit Asset Management
Tennessee
$34.3M -$50 -2 -0%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$33.6M +$1.61M +64,150 +5%
PWM
92
Provident Wealth Management
Tennessee
$32.6M +$380K +15,162 +1%
AFP
93
Ausdal Financial Partners
Iowa
$32.2M +$5.9M +235,511 +22%
IWC
94
Integrated Wealth Concepts
Massachusetts
$31.5M -$11.5M -457,762 -27%
GB
95
Goepper Burkhardt
South Carolina
$31.5M +$645K +25,740 +2%
VC
96
Veery Capital
Delaware
$31.1M -$193K -7,723 -0.6%
FSWA
97
Financial Synergies Wealth Advisors
Texas
$30.8M -$155K -6,182 -0.5%
FCA
98
FLC Capital Advisors
California
$30.1M +$411K +16,421 +1%
FAN
99
Financial Advisors Network
California
$29.6M +$486K +19,416 +2%
CAG
100
Curtis Advisory Group
California
$29.4M -$1.74M -69,653 -6%
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