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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 %
LRWM
976
Lord & Richards Wealth Management
Colorado
$365K +$365K +14,567 New
CIC
977
Carnegie Investment Counsel
Ohio
$363K +$158 +7 +0%
AFS
978
Access Financial Services
Minnesota
$363K – – –
WW
979
Waterfront Wealth
Kansas
$361K -$2.43K -97 -0.7%
CPC
980
Consolidated Planning Corp
Georgia
$359K – – –
GCM
981
Gallacher Capital Management
Colorado
$359K -$150K -5,985 -29%
WE
982
Wealth Effects
Massachusetts
$356K -$2.5K -100 -0.7%
SCTC
983
Sanibel Captiva Trust Company
Florida
$356K -$438K -17,492 -55%
SW
984
SMART Wealth
Nebraska
$354K -$48.4K -1,931 -12%
CC
985
Courier Capital
New York
$353K – – –
VRM
986
Vectors Research Management
New York
$353K – – –
HT
987
Headlands Technologies
Illinois
$352K +$195K +7,804 +124%
TA
988
TPG Advisors
Illinois
$352K +$8.24K +329 +2%
AIM
989
AHL Investment Management
Florida
$352K – – –
FNT
990
First National Trust
Pennsylvania
$350K +$4.73K +189 +1%
BFWM
991
Bright Futures Wealth Management
New York
$349K -$7.71K -335 -2%
FFM
992
Forum Financial Management
Illinois
$347K +$38.2K +1,527 +12%
PA
993
Pinnacle Associates
New York
$347K +$23.5K +937 +7%
YIM
994
Yoffe Investment Management
Pennsylvania
$346K – – –
MIM
995
Marshall Investment Management
Colorado
$345K +$336K +13,407 +3,438%
SWA
996
SOA Wealth Advisors
New York
$345K +$401 +16 +0.1%
PWP
997
Pursue Wealth Partners
California
$344K – – –
AC
998
Asio Capital
Kentucky
$343K – – –
BTWM
999
Baker Tilly Wealth Management
Wisconsin
$342K +$401 +16 +0.1%
LG
1000
LaFleur & Godfrey
Michigan
$341K +$1.65K +66 +0.5%
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40
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