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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 %
PFS
1051
Prospect Financial Services
New York
$277K +$277K +11,070 New
FPW
1052
Flagship Private Wealth
Massachusetts
$277K -$33.8K -1,349 -11%
Neuberger Berman Group
1053
Neuberger Berman Group
New York
$277K +$58.5K +2,337 +27%
FCH
1054
Freestone Capital Holdings
Washington
$276K +$17.8K +712 +7%
ES
1055
ETF Store
Kansas
$275K +$9.54K +381 +4%
RI
1056
Rinkey Investments
California
$274K +$274K +10,946 New
CPA
1057
Capital Performance Advisors
California
$274K +$9.79K +391 +4%
RWM
1058
Rolek Wealth Management
Pennsylvania
$274K +$4K +163 +1%
GA
1059
GoalVest Advisory
New York
$273K – – –
SHA
1060
Seneca House Advisors
Virginia
$272K -$4.01K -160 -1%
AWC
1061
Adamsbrown Wealth Consultants
Kansas
$271K +$275 +11 +0.1%
MC
1062
McCarthy & Cox
Ohio
$271K -$6.56K -262 -2%
LA
1063
LWM Advisors
California
$269K +$269K +10,362 New
UB
1064
Umpqua Bank
Oregon
$269K – – –
CICC
1065
Capital Investment Counsel (Colorado)
Colorado
$269K +$269K +10,735 New
EFN
1066
Equita Financial Network
Pennsylvania
$268K -$351 -14 -0.1%
IAS
1067
Insigneo Advisory Services
Florida
$268K +$268K +10,711 New
FRA
1068
Frank Rimerman Advisors
California
$268K – – –
CFG
1069
Copley Financial Group
California
$267K -$55K -2,196 -17%
PWM
1070
Praetorian Wealth Management
California
$267K – – –
SEM
1071
Strategic Equity Management
Arizona
$266K – – –
MP
1072
McDonald Partners
Ohio
$265K – – –
WAM
1073
Worth Asset Management
Texas
$265K -$111K -4,431 -29%
PMG
1074
Private Management Group
California
$265K – – –
AFG
1075
Albion Financial Group
Utah
$265K -$1.58K -63 -0.6%
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43
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