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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 %
Millennium Management
1401
Millennium Management
New York
– -$224K -8,027 Closed
IPA
1402
Investment Planning Advisors
Georgia
– -$221K -7,925 Closed
FWM
1403
Forza Wealth Management
Florida
– -$220K -7,896 Closed
IWS
1404
Insight Wealth Strategies
California
– -$220K -7,888 Closed
BFG
1405
Bouchey Financial Group
New York
– -$219K -7,866 Closed
PWP
1406
Precedent Wealth Partners
Texas
– -$219K -7,855 Closed
FTWA
1407
Fifth Third Wealth Advisors
Ohio
– -$217K -7,800 Closed
FFP
1408
FourThought Financial Partners
Florida
– -$216K -7,760 Closed
ATC
1409
Argent Trust Co
Tennessee
– -$215K -7,720 Closed
AG
1410
Advocate Group
Minnesota
– -$215K -7,701 Closed
FWM
1411
Fonville Wealth Management
Virginia
– -$213K -7,660 Closed
PWM
1412
Penobscot Wealth Management
Maine
– -$213K -7,632 Closed
RRA
1413
Round Rock Advisors
Connecticut
– -$212K -7,617 Closed
AIFAIM
1414
American Institute for Advanced Investment Management
Arizona
– -$212K -7,600 Closed
PGF
1415
Plan Group Financial
Oklahoma
– -$211K -7,586 Closed
TFG
1416
Tull Financial Group
Virginia
– -$211K -7,560 Closed
CIA
1417
Cladis Investment Advisory
Montana
– -$210K -7,536 Closed
ZIC
1418
ZWJ Investment Counsel
Georgia
– -$207K -7,420 Closed
LA
1419
Latitude Advisors
Florida
– -$204K -7,336 Closed
CRI
1420
Colonial River Investments
Virginia
– -$204K -7,335 Closed
HCMT
1421
Highland Capital Management (Tennessee)
Tennessee
– -$203K -7,300 Closed
FPGK
1422
Financial Partners Group (Kansas)
Kansas
– -$203K -7,268 Closed
KWS
1423
Keystone Wealth Services
California
– -$202K -7,246 Closed
PRI
1424
Prepared Retirement Institute
Pennsylvania
– -$201K -7,208 Closed
LIM
1425
Lathrop Investment Management
Arkansas
– -$201K -7,200 Closed
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