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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 %
PCM
1026
Presidio Capital Management
California
$305K +$93.3K +3,725 +44%
MLA
1027
My Legacy Advisors
Oregon
$303K -$112K -4,457 -27%
AFTS
1028
American Financial & Tax Strategies
New York
$302K – – –
AWP
1029
Axis Wealth Partners
Rhode Island
$301K -$12K -478 -4%
TBC
1030
Ted Buchan & Co
California
$300K – – –
FFA
1031
Florida Financial Advisors
Florida
$298K -$32.5K -1,300 -10%
PAG
1032
Paladin Advisory Group
Iowa
$297K – – –
RDWM
1033
Red Door Wealth Management
Tennessee
$295K +$64.4K +2,573 +28%
PCH
1034
PGIM Custom Harvest
New Jersey
$292K +$18.7K +748 +7%
SSW
1035
Stone Summit Wealth
Florida
$291K +$291K +11,619 New
JPWM
1036
Jamison Private Wealth Management
Georgia
$290K +$2.43K +97 +0.8%
NWA
1037
Navis Wealth Advisors
New York
$289K – – –
SCM
1038
Seascape Capital Management
New Hampshire
$289K +$301 +12 +0.1%
PB
1039
Pinnacle Bancorp
Nebraska
$289K +$19.1K +762 +7%
UFA
1040
Uptown Financial Advisors
Texas
$287K – – –
BC
1041
Burney Company
Virginia
$287K -$5.01K -200 -2%
MCCP
1042
Mission Creek Capital Partners
California
$287K – – –
CFS
1043
Coordinated Financial Services
Colorado
$286K -$70.1K -2,800 -20%
WPC
1044
Waters Parkerson & Co
Louisiana
$284K +$284K +11,337 New
RPSA
1045
Richard P. Slaughter Associates
Texas
$284K -$1K -40 -0.4%
GGI
1046
Godsey & Gibb Inc
Virginia
$283K +$36.3K +1,450 +15%
NS
1047
NBC Securities
Alabama
$281K +$281K +11,250 +562,500%
MAC
1048
Mason & Associates (California)
California
$280K -$1.18K -47 -0.4%
AMM
1049
American Money Management
California
$280K +$300 +12 +0.1%
OFS
1050
Oldfather Financial Services
Nebraska
$280K -$9.39K -375 -3%
40 41
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