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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 %
TCM
1201
Tradewinds Capital Management
Washington
$106K +$5.36K +214 +5%
CCAM
1202
Cascades Capital Asset Management
North Carolina
$103K +$103K +4,114 New
MLA
1203
MB, Levis & Associates
Pennsylvania
$101K +$125 +5 +0.1%
CWP
1204
Concord Wealth Partners
Virginia
$101K +$99.9K +3,990 +16,625%
TFGT
1205
TS Financial Group (TSFG)
Illinois
$100K +$70.1K +2,808 +234%
BNP Paribas Financial Markets
1206
BNP Paribas Financial Markets
France
$99.6K +$99.6K +3,976 New
CMBA
1207
C.M. Bidwell & Associates
Hawaii
$98K +$20.8K +830 +27%
FF
1208
Friedenthal Financial
New Jersey
$95.8K – – –
PA
1209
PSI Advisors
Florida
$95.5K -$10.4K -416 -10%
LWANC
1210
Laurel Wealth Advisors (North Carolina)
North Carolina
$94.8K +$851 +34 +0.9%
PS
1211
Pinney & Scofield
Massachusetts
$94.2K – – –
JFA
1212
JNBA Financial Advisors
Minnesota
$93.1K -$8.84K -353 -9%
GWSG
1213
GPS Wealth Strategies Group
Colorado
$92.8K +$13.8K +551 +17%
WWM
1214
Wolff Wiese Magana
California
$89.3K +$100 +4 +0.1%
WTFG
1215
Wood Tarver Financial Group
Idaho
$85.2K -$17.6K -702 -17%
AIA
1216
Armor Investment Advisors
North Carolina
$81.6K – – –
Group One Trading
1217
Group One Trading
Illinois
$80.9K +$80.9K +3,229 New
JFGIW
1218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80.4K -$38.6K -1,540 -32%
AW
1219
Avion Wealth
Texas
$79K – – –
AIP
1220
Ameritas Investment Partners
Nebraska
$78.3K +$18K +720 +30%
LWMI
1221
Legacy Wealth Management (Idaho)
Idaho
$78.2K +$78.2K +3,123 New
IWM
1222
Inlight Wealth Management
Georgia
$75.1K +$75.1K +3,000 New
EA
1223
Evolution Advisers
Virginia
$75K – – –
FFL
1224
Financial Freedom LLC
Ohio
$74.3K +$74.3K +2,969 New
T
1225
Tidemark
California
$73.5K – – –
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