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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 %
DIM
1076
Delta Investment Management
California
$265K +$75.1K +3,001 +40%
TIA
1077
Traphagen Investment Advisors
New Jersey
$264K +$75.5K +3,016 +40%
ACA
1078
Ascension Capital Advisors
Texas
$264K +$1.13K +45 +0.4%
EWM
1079
Evermay Wealth Management
Virginia
$263K – – –
AB
1080
Atlas Brown
Kentucky
$263K +$300 +12 +0.1%
BA
1081
Bridgewater Advisors
New York
$260K +$260K +10,218 New
VVP
1082
Venture Visionary Partners
Ohio
$259K +$259K +10,356 New
AFW
1083
Avantra Family Wealth
Pennsylvania
$258K – – –
RW
1084
REDW Wealth
New Mexico
$257K -$124K -4,964 -33%
FWP
1085
Falcon Wealth Planning
California
$252K -$23.2K -928 -8%
LSWP
1086
Liberty Square Wealth Partners
Pennsylvania
$250K – – –
CWMK
1087
Caliber Wealth Management (Kansas)
Kansas
$250K +$250K +9,994 New
KOC
1088
Koss-Olinger Consulting
Florida
$250K – – –
CNBT
1089
Canandaigua National Bank & Trust
New York
$249K – – –
TCOTS
1090
Trust Company of the South
North Carolina
$248K – – –
RA
1091
Rodgers & Associates
Pennsylvania
$248K +$66.1K +2,639 +36%
TFA
1092
Teamwork Financial Advisors
Texas
$248K +$248K +9,912 New
HIM
1093
Hanlon Investment Management
New Jersey
$248K – – –
KCPG
1094
Kavar Capital Partners Group
Kansas
$247K -$351 -14 -0.1%
EWA
1095
EverSource Wealth Advisors
Alabama
$247K +$235K +9,370 +1,968%
CFS
1096
Cannon Financial Strategists
Georgia
$246K -$125 -5 -0.1%
AIS
1097
Accredited Investor Services
Minnesota
$246K +$246K +9,833 New
CCM
1098
Check Capital Management
California
$245K – – –
HP
1099
Holistic Planning
Texas
$244K -$21.3K -850 -8%
ACI
1100
Alpha Cubed Investments
California
$244K +$244K +9,750 New
42 43
44
45 46