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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 %
FWI
101
Facet Wealth Inc
Maryland
$29.1M +$26.3M +1,014,017 +938%
SFA
102
Sequoia Financial Advisors
Ohio
$28.8M +$16.4M +655,342 +133%
BAM
103
Belpointe Asset Management
Nevada
$28.6M +$28.4M +1,135,776 +16,634%
MAG
104
Mokosak Advisory Group
Iowa
$28.6M -$2.73M -109,155 -9%
MFGP
105
Marshall Financial Group (Pennsylvania)
Pennsylvania
$28M -$957K -38,200 -3%
DB
106
Dravo Bay
Delaware
$27.9M -$1.99M -79,647 -7%
MIA
107
Milestone Investment Advisors
Wisconsin
$27.8M -$1.82M -72,552 -6%
BMWS
108
Brady Martz Wealth Solutions
North Dakota
$27.6M -$1.64M -65,597 -6%
CP
109
Capital Planning
Washington
$27.5M -$1.03M -41,066 -4%
NG
110
Novem Group
New York
$27M -$1.65M -66,064 -6%
MCA
111
Midwest Capital Advisors
Michigan
$26.9M +$544K +21,727 +2%
RCM
112
Richardson Capital Management
Wisconsin
$26.2M +$250K +9,986 +1%
DP
113
Denver PWM
Colorado
$26.2M +$2.62M +104,480 +11%
FCA
114
Fortis Capital Advisors
Kansas
$25.9M +$25.9M +1,033,433 New
SCM
115
Spreng Capital Management
Ohio
$25.4M +$568K +22,695 +2%
JIC
116
Johnson Investment Counsel
Ohio
$25.2M +$1.87M +74,514 +8%
MWM
117
Modera Wealth Management
New Jersey
$24.7M -$878K -35,076 -3%
VH
118
Visionary Horizons
Tennessee
$24.6M -$2.3M -91,892 -9%
CFS
119
CRA Financial Services
New Jersey
$24.6M +$1.14M +45,398 +5%
MOS
120
MGO One Seven
Ohio
$23.7M +$105K +4,199 +0.4%
BA
121
Ballast Advisors
Minnesota
$23.6M +$231K +9,229 +1%
BDF
122
Black Diamond Financial
Maryland
$23.5M +$1.5M +60,052 +7%
SPC
123
Sigma Planning Corp
Michigan
$23.4M -$213K -8,491 -0.9%
GC
124
Garde Capital
Washington
$23.4M -$495K -19,777 -2%
IA
125
IFP Advisors
Florida
$23.4M +$988K +39,437 +4%
3 4
5
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