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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 %
FFA
1326
Frazier Financial Advisors
Ohio
$7.28K +$25 +1 +0.3%
OPTFSNA
1327
Old Point Trust & Financial Services N A
Virginia
$6.91K – – –
FS
1328
Financially Speaking
Colorado
$6.86K -$15.9M -633,821 -100%
WWM
1329
Woodside Wealth Management
Massachusetts
$6.71K +$6.71K +268 New
BDPWM
1330
Barnes Dennig Private Wealth Management
Ohio
$6.41K +$6.41K +256 New
BIM
1331
Breakwater Investment Management
Washington
$6.31K – – –
CMA
1332
Cedar Mountain Advisors
Oregon
$6.21K – – –
KIG
1333
Kessler Investment Group
Indiana
$5.81K +$5.81K +232 New
RJA
1334
Ross\Johnson & Associates
Minnesota
$5.5K -$5.8K -232 -51%
GWP
1335
Gen-Wealth Partners
Michigan
$5.06K -$4.76K -190 -48%
MSFP
1336
Mark Sheptoff Financial Planning
Connecticut
$4.41K – – –
WPA
1337
Wealth Preservation Advisors
Tennessee
$4.41K +$4.41K +176 New
AA
1338
Addison Advisors
Vermont
$4.01K – – –
NC
1339
North Capital
Utah
$3.88K +$3.88K +155 New
CPG
1340
Cornerstone Planning Group
New Jersey
$3.54K +$3.54K +146 New
DFC
1341
DB Fitzpatrick & Co
Idaho
$3.53K +$3.53K +141 New
AAG
1342
Armstrong Advisory Group
Massachusetts
$3.48K – – –
SAS
1343
Spurstone Advisory Services
Connecticut
$2.8K – – –
EWA
1344
EQ Wealth Advisors
Texas
$2.66K +$2.66K +106 New
NFSG
1345
Newbridge Financial Services Group
Florida
$2.5K -$4.16K -166 -62%
SIC
1346
SJS Investment Consulting
Ohio
$2.01K – – –
KFP
1347
Keener Financial Planning
Texas
$2K – – –
RF
1348
Robbins Farley
New Hampshire
$1.75K +$1.75K +70 New
GI
1349
GAMMA Investing
California
$1.7K – – –
WT
1350
Whittier Trust
California
$1.3K – – –
52 53
54
55 56