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
CCMI
1251
Creative Capital Management Investments
California
$45.7K
BWM
1252
Bernard Wealth Management
Michigan
$45.4K
MA
1253
MCF Advisors
Kentucky
$45.4K
MIM
1254
MTM Investment Management
South Carolina
$45.3K
ME
1255
McIlrath & Eck
Washington
$43.8K
AWM
1256
AllSquare Wealth Management
New York
$42.9K
WPA
1257
West Paces Advisors
Georgia
$42.8K
3IP
1258
3Chopt Investment Partners
Virginia
$40.4K
AT
1259
Avalon Trust
New Mexico
$40.1K
HFS
1260
Hopwood Financial Services
Virginia
$39.7K
KWM
1261
Kiker Wealth Management
Georgia
$39.6K
Q1WB
1262
Quest 10 Wealth Builders
Virginia
$38.5K
LC
1263
Luminist Capital
Michigan
$37.7K
KHC
1264
Koesten Hirschmann & Crabtree
Kansas
$36.3K
PA
1265
Pineridge Advisors
Missouri
$35.9K
TC
1266
Trust Company
Kansas
$35.7K
YDMI
1267
Y.D. More Investments
Israel
$35.6K
National Bank of Canada
1268
National Bank of Canada
Quebec, Canada
$35.4K
FCMT
1269
Founders Capital Management (Texas)
Texas
$35.2K
RBC
1270
Roble Belko & Company
Pennsylvania
$34K
BF
1271
BOK Financial
Oklahoma
$33.4K
MFT
1272
Moisand Fitzgerald Tamayo
Florida
$32.7K
CTC
1273
Central Trust Company
Missouri
$32.5K
SL
1274
Salomon & Ludwin
Virginia
$32.1K
MAS
1275
MPWM Advisory Solutions
Georgia
$32K