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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 %
HIC
1126
Hartline Investment Corp
Illinois
$229K +$5.26K +210 +2%
FWM
1127
ForthRight Wealth Management
Georgia
$228K +$18.8K +750 +9%
BA
1128
Brightwater Advisory
Florida
$228K +$9.52K +380 +4%
SCM
1129
Saxony Capital Management
Missouri
$227K +$34.1K +1,363 +18%
MF
1130
Manuka Financial
Virginia
$227K +$227K +9,065 New
TCM
1131
Telos Capital Management
California
$227K +$227K +9,052 New
OC
1132
Optima Capital
Oregon
$226K -$2.93M -116,856 -93%
PC
1133
Promus Capital
Illinois
$226K – – –
WCFA
1134
Walkner Condon Financial Advisors
Wisconsin
$225K -$75 -3 -0%
SI
1135
Saxon Interests
Texas
$225K – – –
JTWM
1136
Jackson Thornton Wealth Management
Alabama
$225K +$225K +9,490 New
WFMPM
1137
Woodley Farra Manion Portfolio Management
Indiana
$222K +$222K +8,860 New
EB
1138
Emprise Bank
Kansas
$221K -$274K -10,931 -55%
JWM
1139
JPL Wealth Management
Colorado
$219K – – –
PA
1140
Paragon Advisors
Texas
$219K +$219K +8,755 New
OA
1141
Operose Advisors
Wisconsin
$218K +$75 +3 +0%
AWM
1142
Arista Wealth Management
Nevada
$216K +$15.4K +614 +8%
WFM
1143
Wolff Financial Management
Michigan
$214K -$39K -1,558 -15%
WS
1144
Wedbush Securities
California
$212K -$17.6K -704 -8%
SWG
1145
Summit Wealth Group
Vermont
$212K – – –
Vanguard Group
1146
Vanguard Group
Pennsylvania
$212K -$11.1K -444 -5%
CPC
1147
Cookson Peirce & Co
Pennsylvania
$211K +$211K +8,411 New
WF
1148
Wayfinding Financial
Washington
$210K – – –
IAG
1149
Investment Advisory Group
Massachusetts
$210K +$200 +8 +0.1%
VWA
1150
VSM Wealth Advisory
Maryland
$210K +$131K +5,239 +167%
44 45
46
47 48