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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 %
CA
1101
CWC Advisors
Oregon
$244K – – –
FDW
1102
Fourth Dimension Wealth
Ohio
$243K +$376 +15 +0.2%
IA
1103
Inspire Advisors
Idaho
$243K +$7.86K +314 +3%
FCM
1104
Fortis Capital Management
Washington
$242K +$242K +9,670 New
VDI
1105
Vaughan David Investments
Illinois
$242K +$242K +9,668 New
GT
1106
Glenview Trust
Kentucky
$242K +$47.3K +1,890 +24%
AIA
1107
AssuredPartners Investment Advisors
Florida
$242K +$60.9K +2,432 +34%
MWM
1108
Maridea Wealth Management
New York
$241K -$24.2K -967 -9%
SC
1109
Stolper & Co
Oklahoma
$241K – – –
PCA
1110
Prosperity Capital Advisors
Ohio
$240K +$4.97K +197 +2%
VAG
1111
VisionPoint Advisory Group
Texas
$239K +$127K +5,072 +113%
RA
1112
Riverstone Advisors
Texas
$239K – – –
GAM
1113
Grandview Asset Management
Pennsylvania
$238K -$44.6K -1,783 -16%
LSIA
1114
LaSalle St. Investment Advisors
Illinois
$238K +$238K +9,517 New
CCMW
1115
Cypress Capital Management (Wyoming)
Wyoming
$238K -$6.61K -264 -3%
PAM
1116
Palisade Asset Management
Minnesota
$237K – – –
PRS
1117
Pinkerton Retirement Specialists
Idaho
$237K -$1.3K -52 -0.5%
IFPL
1118
Investments & Financial Planning LLC
Kentucky
$237K +$25 +1 +0%
MYIA
1119
Mount Yale Investment Advisors
Colorado
$236K +$25 +1 +0%
ACP
1120
Aveo Capital Partners
Colorado
$235K +$235K +9,132 New
SAM
1121
Secure Asset Management
Michigan
$235K -$292K -11,668 -55%
MBFW
1122
Morton Brown Family Wealth
Pennsylvania
$235K – – –
CCFM
1123
Clear Creek Financial Management
Washington
$232K +$232K +9,278 New
BWM
1124
BNC Wealth Management
Oregon
$230K – – –
RP
1125
Rice Partnership
Hawaii
$229K – – –
43 44
45
46 47