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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 %
CAG
1426
Crestwood Advisors Group
Massachusetts
– -$201K -7,196 Closed
PAS
1427
PKS Advisory Services
New York
– -$200K -7,182 Closed
CRWM
1428
Castle Rock Wealth Management
California
– -$203K -7,028 Closed
FWM
1429
FLP Wealth Management
Arkansas
– -$193K -6,922 Closed
CAS
1430
Coppell Advisory Solutions
Texas
– -$192K -6,824 Closed
HFS
1431
Hantz Financial Services
Michigan
– -$177K -6,336 Closed
PFA
1432
Pathway Financial Advisers
Indiana
– -$152K -5,460 Closed
CP
1433
Castleview Partners
Texas
– -$121K -4,364 Closed
CJ
1434
Caitlin John
Michigan
– -$52.4K -1,880 Closed
EWM
1435
EPG Wealth Management
Georgia
– -$50.9K -1,827 Closed
HI
1436
Human Investing
Oregon
– -$28.6K -1,025 Closed
FFA
1437
Fairfield Financial Advisors
Massachusetts
– -$27.6K -991 Closed
RCM
1438
Raleigh Capital Management
North Carolina
– -$23.6K -848 Closed
DJSG
1439
D.J. St. Germain
Massachusetts
– -$22.7K -813 Closed
LDB
1440
Lee, Danner & Bass
Tennessee
– -$19.5K -700 Closed
EBA
1441
Eagle Bay Advisors
New York
– -$15.4K -551 Closed
EFP
1442
EnRich Financial Partners
Wisconsin
– -$10.7K -384 Closed
FLP
1443
Financial Life Planners
Arizona
– -$6.96K -250 Closed
TIM
1444
Thompson Investment Management
Wisconsin
– -$2.9K -104 Closed
TCOV
1445
Trust Company of Vermont
Vermont
– -$2.56K -92 Closed
NWWA
1446
New Wave Wealth Advisors
Arkansas
– -$2.43K -87 Closed
TRCT
1447
Tower Research Capital (TRC)
New York
– -$2.23K -80 Closed
RCA
1448
Runnymede Capital Advisors
Ohio
– -$1.42K -51 Closed
SAM
1449
Synergy Asset Management
Washington
– -$140 -1 Closed
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