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
T
1226
Tidemark
California
$73.5K
TFA
1227
Toth Financial Advisory
Virginia
$72.5K
JHCP
1228
Jackson Hole Capital Partners
Oklahoma
$72.1K
BFPW
1229
BOK Financial Private Wealth
Colorado
$71.5K
BCMLT
1230
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.4K
MFA
1231
Morling Financial Advisors
California
$69.7K
BFP
1232
Briaud Financial Planning
Texas
$68K
HFS
1233
Horizon Financial Services
North Carolina
$66.1K
CVM
1234
Cheviot Value Management
California
$65.2K
LCM
1235
Logan Capital Management
Pennsylvania
$64.4K
SIS
1236
Sound Income Strategies
Florida
$60.9K
BCM
1237
Blume Capital Management
California
$60.1K
KA
1238
Kozak & Associates
Colorado
$60K
WA
1239
Whipplewood Advisors
Colorado
$57.2K
CHC
1240
City Holding Co
West Virginia
$52.6K
QC
1241
Quent Capital
New York
$52.3K
Bessemer Group
1242
Bessemer Group
New Jersey
$52K
HWM
1243
HighMark Wealth Management
Minnesota
$51.3K
RF
1244
Rossby Financial
Florida
$51.2K
BSB
1245
Bangor Savings Bank
Maine
$51.1K
RMP
1246
Richards, Merrill & Peterson
Washington
$48.8K
WTC
1247
WhitTier Trust Company
Nevada
$48.1K
BHWM
1248
Beaird Harris Wealth Management
Texas
$47.9K
CWM
1249
Copia Wealth Management
Oregon
$47.8K
DPW
1250
DiNuzzo Private Wealth
Pennsylvania
$46.4K