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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 %
PCS
1151
Personal CFO Solutions
New Jersey
$208K +$14.7K +586 +8%
QCM
1152
QRG Capital Management
Illinois
$208K -$16.7K -667 -7%
KG
1153
Kilter Group
New York
$207K – – –
GI
1154
Gradient Investments
Minnesota
$206K – – –
EFG
1155
Elios Financial Group
Ohio
$206K +$50 +2 +0%
TF
1156
Threadgill Financial
Texas
$206K +$206K +8,218 New
MCP
1157
Mirador Capital Partners
California
$205K +$25 +1 +0%
FFA
1158
Fragasso Financial Advisors
Pennsylvania
$204K +$225 +9 +0.1%
WHCFA
1159
William Howard & Co Financial Advisors
Tennessee
$203K -$5.13K -205 -2%
RIM
1160
Redwood Investment Management
Arizona
$203K +$125 +5 +0.1%
MFC
1161
Morris Financial Concepts
South Carolina
$202K – – –
DWP
1162
Daymark Wealth Partners
Ohio
$202K +$202K +8,059 New
BMCM
1163
Bryn Mawr Capital Management
Pennsylvania
$200K – – –
ARC
1164
Advisor Resource Council
Texas
$200K +$16.3K +652 +9%
Franklin Resources
1165
Franklin Resources
California
$200K – – –
EWP
1166
Elevation Wealth Partners
California
$199K -$3.61K -144 -2%
AIM
1167
Advyzon Investment Management
Illinois
$199K -$77.1K -3,078 -28%
PAI
1168
Pittenger & Anderson Inc
Nebraska
$196K – – –
BIA
1169
Bell Investment Advisors
California
$195K +$175 +7 +0.1%
GWANC
1170
Guardian Wealth Advisors (North Carolina)
North Carolina
$193K +$76.7K +3,061 +66%
BA
1171
Bellwether Advisors
Nebraska
$184K – – –
WT
1172
Washington Trust
Rhode Island
$180K -$4.01K -160 -2%
CI
1173
CX Institutional
Indiana
$169K -$178K -7,090 -51%
PCM
1174
Palouse Capital Management
Washington
$169K -$16K -640 -9%
FHA
1175
First Horizon Advisors
Tennessee
$167K +$156K +6,240 +1,425%
45 46
47
48 49