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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 %
CWM
1351
Cranbrook Wealth Management
Michigan
$276 – – –
AP
1352
Aspect Partners
Virginia
$275 +$275 +11 New
IHWM
1353
Iron Horse Wealth Management
Iowa
$200 – – –
TC
1354
Truvestments Capital
Florida
$75 +$25 +1 +50%
HNW
1355
High Note Wealth
Minnesota
$73 – – –
EAM
1356
Eukles Asset Management
Ohio
$50 – – –
NC
1357
NewSquare Capital
Pennsylvania
$36 – – –
RTL
1358
Red Tortoise LLC
Georgia
$16 -$9.01K -563 -100%
CFGS
1359
Concourse Financial Group Securities
Alabama
– -$18.4M -636,848 Closed
LWL
1360
Leo Wealth LLC
Texas
– -$17.6M -630,682 Closed
QAM
1361
Q3 Asset Management
Michigan
– -$12.7M -456,283 Closed
SWM
1362
Scissortail Wealth Management
Oklahoma
– -$3.79M -136,075 Closed
TI
1363
Tidal Investments
Wisconsin
– -$3.29M -117,873 Closed
EMAM
1364
Encompass More Asset Management
California
– -$3.16M -113,223 Closed
LWM
1365
Laidlaw Wealth Management
New York
– -$2.9M -104,026 Closed
Renaissance Technologies
1366
Renaissance Technologies
New York
– -$2.83M -101,600 Closed
AT
1367
American Trust
Kentucky
– -$2.53M -90,873 Closed
SW
1368
SVB Wealth
Massachusetts
– -$2.03M -72,741 Closed
ETC
1369
Exchange Traded Concepts
Oklahoma
– -$1.97M -70,851 Closed
OPAM
1370
Ocean Park Asset Management
California
– -$1.92M -68,883 Closed
Jane Street
1371
Jane Street
New York
– -$1.89M -67,882 Closed
LAS
1372
Lloyd Advisory Services
Georgia
– -$1.86M -66,760 Closed
RA
1373
Riversedge Advisors
Delaware
– -$1.66M -59,544 Closed
LA
1374
Lindenwold Advisors
Pennsylvania
– -$1.38M -49,450 Closed
REMPR
1375
Roof Eidam Maycock Peralta (REMP)
California
– -$1.14M -41,081 Closed
53 54
55
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