SCHG icon

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 %
HR
1301
Howe & Rusling
New York
$16.2K +$16.2K +647 New
IRAG
1302
Investment Research & Advisory Group
Georgia
$15.2K +$15.2K +608 New
AWM
1303
Aberdeen Wealth Management
Illinois
$15.2K +$200 +8 +1%
CYG
1304
Clean Yield Group
Vermont
$15.2K – – –
AEPWM
1305
Atlantic Edge Private Wealth Management
Florida
$15.2K -$4.36K -174 -22%
CAM
1306
Creekmur Asset Management
Illinois
$15.1K +$25 +1 +0.2%
SC
1307
Swan Capital
Florida
$14.6K +$14.6K +584 New
MAM
1308
Morse Asset Management
Connecticut
$13.8K – – –
JFG
1309
JDM Financial Group
Texas
$12.8K – – –
KFI
1310
Key Financial Inc
Pennsylvania
$12.4K – – –
OC
1311
Oakworth Capital
Alabama
$12.1K +$12.1K +483 New
HIA
1312
Harbor Investment Advisory
Maryland
$11.5K -$901 -36 -7%
FDCDDQ
1313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K +$1.25K +50 +12%
LI
1314
LRI Investments
Florida
$11.2K – – –
HI
1315
Horizon Investments
North Carolina
$11.1K -$7.51K -300 -40%
ACA
1316
Atlas Capital Advisors
Wyoming
$10.6K – – –
DF
1317
Dunhill Financial
United Kingdom
$10K -$31.5K -1,259 -76%
AGWCA
1318
Annis Gardner Whiting Capital Advisors
Florida
$10K – – –
PP
1319
PrairieView Partners
Minnesota
$10K – – –
1L
1320
10Elms LLP
Oklahoma
$9.82K – – –
AWM
1321
Abound Wealth Management
Tennessee
$9.67K -$822K -32,820 -99%
TSMHT
1322
Thurston Springer Miller Herd & Titak
Indiana
$8.76K +$8.76K +350 New
CA
1323
Crewe Advisors
Utah
$8.71K +$25 +1 +0.3%
SFA
1324
Semmax Financial Advisors
North Carolina
$8.23K – – –
CSB
1325
City State Bank
Iowa
$7.41K -$5.21K -208 -41%
51 52
53
54 55