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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 %
WS
1376
Wela Strategies
Georgia
– -$3.61M -31,321 Closed
IF
1377
Intrua Financial
Texas
– -$845K -30,330 Closed
RB
1378
Renasant Bank
Mississippi
– -$812K -29,140 Closed
TI
1379
Trexquant Investment
Connecticut
– -$722K -25,921 Closed
Susquehanna International Group
1380
Susquehanna International Group
Pennsylvania
– -$618K -22,162 Closed
WFAG
1381
Wescott Financial Advisory Group
Pennsylvania
– -$559K -20,043 Closed
CIM
1382
Cambria Investment Management
California
– -$557K -19,996 Closed
EF
1383
Empowered Funds
Pennsylvania
– -$557K -19,996 Closed
FGA
1384
Fortis Group Advisors
New Jersey
– -$540K -19,388 Closed
GSC
1385
Ground Swell Capital
South Carolina
– -$534K -19,145 Closed
First Trust Advisors
1386
First Trust Advisors
Illinois
– -$533K -19,123 Closed
SWIG
1387
Strategic Wealth Investment Group
Kentucky
– -$521K -18,681 Closed
LWM
1388
Liberty Wealth Management
California
– -$492K -17,527 Closed
LNWTC
1389
Laird Norton Wetherby Trust Company
Washington
– -$392K -14,052 Closed
RAG
1390
RIA Advisory Group
Iowa
– -$375K -13,459 Closed
BWM
1391
BankPlus Wealth Management
Mississippi
– -$324K -11,619 Closed
JIC
1392
Joel Isaacson & Co
New York
– -$320K -11,480 Closed
CFP
1393
Curran Financial Partners
South Carolina
– -$299K -10,720 Closed
AWA
1394
Arete Wealth Advisors
Illinois
– -$278K -9,945 Closed
PAM
1395
Pegasus Asset Management
New York
– -$275K -9,874 Closed
DWAM
1396
Duncan Williams Asset Management
Tennessee
– -$257K -9,235 Closed
FF
1397
Francis Financial
– -$248K -8,888 Closed
PDL
1398
Portfolio Design Labs
California
– -$241K -8,648 Closed
CWS
1399
Confluence Wealth Services
Pennsylvania
– -$250K -8,608 Closed
BWG
1400
Boomfish Wealth Group
Georgia
– -$225K -8,060 Closed
54 55
56
57 58