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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 %
TFA
1226
Toth Financial Advisory
Virginia
$72.5K -$4.76K -190 -6%
JHCP
1227
Jackson Hole Capital Partners
Oklahoma
$72.1K – – –
BFPW
1228
BOK Financial Private Wealth
Colorado
$71.5K – – –
BCMLT
1229
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.4K +$50 +2 +0.1%
MFA
1230
Morling Financial Advisors
California
$69.7K – – –
BFP
1231
Briaud Financial Planning
Texas
$68K – – –
HFS
1232
Horizon Financial Services
North Carolina
$66.1K – – –
CVM
1233
Cheviot Value Management
California
$65.2K +$65.2K +2,511 New
LCM
1234
Logan Capital Management
Pennsylvania
$64.4K -$1.62M -64,660 -96%
SIS
1235
Sound Income Strategies
Florida
$60.9K +$45.8K +1,831 +305%
BCM
1236
Blume Capital Management
California
$60.1K – – –
KA
1237
Kozak & Associates
Colorado
$60K +$4.29K +175 +8%
WA
1238
Whipplewood Advisors
Colorado
$57.2K +$54.2K +39,007 +1,796%
CHC
1239
City Holding Co
West Virginia
$52.6K – – –
QC
1240
Quent Capital
New York
$52.3K – – –
Bessemer Group
1241
Bessemer Group
New Jersey
$52K +$52K +2,068 New
HWM
1242
HighMark Wealth Management
Minnesota
$51.3K +$50 +2 +0.1%
RF
1243
Rossby Financial
Florida
$51.2K +$51.2K +2,025 New
BSB
1244
Bangor Savings Bank
Maine
$51.1K – – –
RMP
1245
Richards, Merrill & Peterson
Washington
$48.8K +$48.8K +1,947 New
WTC
1246
WhitTier Trust Company
Nevada
$48.1K – – –
BHWM
1247
Beaird Harris Wealth Management
Texas
$47.9K – – –
CWM
1248
Copia Wealth Management
Oregon
$47.8K +$47.8K +1,910 New
DPW
1249
DiNuzzo Private Wealth
Pennsylvania
$46.4K – – –
CCMI
1250
Creative Capital Management Investments
California
$45.7K – – –
48 49
50
51 52