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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 %
PMSA
1001
Patrick M. Sweeney & Associates
Illinois
$339K +$21.2K +846 +7%
BWM
1002
Brickley Wealth Management
California
$336K +$45.3K +1,810 +16%
VIA
1003
Victrix Investment Advisors
Florida
$335K +$335K +13,364 New
MPW
1004
Monterey Private Wealth
California
$332K +$133K +5,313 +67%
NWMG
1005
National Wealth Management Group
Ohio
$332K +$16.6K +661 +5%
ANTB
1006
AMG National Trust Bank
Colorado
$328K – – –
DIS
1007
Diversified Investment Strategies
Louisiana
$326K -$42.5K -1,696 -12%
KeyBank National Association
1008
KeyBank National Association
Ohio
$326K -$43.5K -1,736 -12%
SFC
1009
Summit Financial Consulting
Michigan
$324K +$324K +12,954 New
GSWM
1010
Golden State Wealth Management
California
$324K – – –
AIA
1011
Accelerate Investment Advisors
California
$324K -$238K -9,512 -42%
OFG
1012
Omega Financial Group
California
$320K -$29.2K -1,166 -8%
GFWA
1013
Grey Fox Wealth Advisors
Delaware
$319K -$376 -15 -0.1%
SWA
1014
SFMG Wealth Advisors
Texas
$319K +$319K +12,720 New
MAFA
1015
MJT & Associates Financial Advisory
Minnesota
$318K +$318K +12,696 New
WA
1016
Waterford Advisors
New York
$315K – – –
BJL
1017
Brighton Jones LLC
Washington
$314K +$9.22K +368 +3%
SW
1018
SteelPeak Wealth
California
$314K -$9.97K -398 -3%
HI
1019
Hudock Inc
Pennsylvania
$313K +$50 +2 +0%
KPWG
1020
KFA Private Wealth Group
Virginia
$312K +$100 +4 +0%
BCV
1021
Banque Cantonale Vaudoise
Switzerland
$312K +$312K +12,466 New
VCP
1022
Vista Capital Partners
Oregon
$309K -$33.1K -1,320 -10%
HIS
1023
Harvest Investment Services
Illinois
$308K -$23.6K -942 -7%
LFA
1024
LGT Financial Advisors
Texas
$307K -$2.3K -92 -0.7%
CCG
1025
Coastwise Capital Group
California
$306K +$101K +4,044 +50%
39 40
41
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