SCHG icon

Schwab US Large-Cap Growth ETF

1,358 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, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$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
Change in
Stake
FHA
1176
First Horizon Advisors
Tennessee
$167K
GT
1177
Glenmede Trust
Pennsylvania
$165K
AIM
1178
Anchor Investment Management
South Carolina
$163K
T
1179
Transce3nd
Texas
$160K
FCAS
1180
First Command Advisory Services
Texas
$148K
GWSA
1181
Global Wealth Strategies & Associates
Colorado
$146K
CT
1182
Clearstead Trust
Maine
$144K
CNBTD
1183
Citizens National Bank Trust Department
Mississippi
$144K
AWM
1184
Accredited Wealth Management
Kentucky
$141K
UCB
1185
United Community Bank
South Carolina
$140K
SIC
1186
Salem Investment Counselors
North Carolina
$139K
PK
1187
Pflug Koory
Nebraska
$137K
QCG
1188
Quadrant Capital Group
Ohio
$136K
NWM
1189
Nova Wealth Management
Florida
$134K
SHIM
1190
Stone House Investment Management
Pennsylvania
$131K
SFG
1191
Stonebridge Financial Group
Pennsylvania
$127K
TCM
1192
TD Capital Management
Tennessee
$123K
HHGA
1193
Halbert Hargrove Global Advisors
California
$122K
BTI
1194
Blue Trust Inc
Georgia
$119K
YP
1195
YANKCOM Partnership
South Dakota
$115K
CFFP
1196
Center for Financial Planning
Michigan
$114K
MSG
1197
Main Street Group
Virginia
$114K
Fifth Third Bancorp
1198
Fifth Third Bancorp
Ohio
$112K
HCP
1199
Hexagon Capital Partners
Arkansas
$110K
CPA
1200
Compass Planning Associates
Massachusetts
$109K