SCHG icon

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 %
GT
1176
Glenmede Trust
Pennsylvania
$165K – – –
AIM
1177
Anchor Investment Management
South Carolina
$163K -$3.01K -120 -2%
T
1178
Transce3nd
Texas
$160K -$1.8M -71,841 -92%
FCAS
1179
First Command Advisory Services
Texas
$148K +$30.3K +1,210 +26%
GWSA
1180
Global Wealth Strategies & Associates
Colorado
$146K +$901 +36 +0.6%
CT
1181
Clearstead Trust
Maine
$144K – – –
CNBTD
1182
Citizens National Bank Trust Department
Mississippi
$144K -$42.9K -1,712 -23%
AWM
1183
Accredited Wealth Management
Kentucky
$141K +$150 +6 +0.1%
UCB
1184
United Community Bank
South Carolina
$140K – – –
SIC
1185
Salem Investment Counselors
North Carolina
$139K +$1.48K +59 +1%
PK
1186
Pflug Koory
Nebraska
$137K -$166K -2,994 -55%
QCG
1187
Quadrant Capital Group
Ohio
$136K +$25 +1 +0%
NWM
1188
Nova Wealth Management
Florida
$134K +$1.13K +45 +0.8%
SHIM
1189
Stone House Investment Management
Pennsylvania
$131K +$131K +5,228 New
SFG
1190
Stonebridge Financial Group
Pennsylvania
$127K +$426 +17 +0.3%
TCM
1191
TD Capital Management
Tennessee
$123K +$125 +5 +0.1%
HHGA
1192
Halbert Hargrove Global Advisors
California
$122K – – –
BTI
1193
Blue Trust Inc
Georgia
$119K -$6.64K -265 -5%
YP
1194
YANKCOM Partnership
South Dakota
$115K – – –
CFFP
1195
Center for Financial Planning
Michigan
$114K +$114K +4,569 New
MSG
1196
Main Street Group
Virginia
$114K +$50 +2 +0%
Fifth Third Bancorp
1197
Fifth Third Bancorp
Ohio
$112K -$22.9K -915 -17%
HCP
1198
Hexagon Capital Partners
Arkansas
$110K +$50 +2 +0%
CPA
1199
Compass Planning Associates
Massachusetts
$109K +$46.4K +1,852 +74%
KSB
1200
Kennebec Savings Bank
Maine
$107K -$300 -12 -0.3%
46 47
48
49 50