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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 %
AWS
126
Atria Wealth Solutions
New York
$22.8M -$1.47M -58,664 -6%
IP
127
Ignite Planners
California
$22.5M -$791K -30,777 -3%
SAI
128
Savvy Advisors Inc
New York
$22.5M +$13.8M +551,134 +158%
MWM
129
Meridian Wealth Management
Kentucky
$22.4M -$1.77M -70,816 -7%
EFG
130
Ethos Financial Group
Pennsylvania
$22.4M +$1.78K +64 +0%
PS
131
Principal Securities
Iowa
$22.1M +$1.12K +40 +0%
MFG
132
Merit Financial Group
Georgia
$20.7M +$17M +679,974 +466%
WCM
133
Weaver Capital Management
Georgia
$20.3M -$1.24M -49,605 -6%
ACM
134
Alpha Capital Management
Texas
$20.2M +$961K +38,361 +5%
AIA
135
Ally Invest Advisors
North Carolina
$20.1M +$1.66M +66,488 +9%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$20M +$925K +36,931 +5%
RWM
137
RKL Wealth Management
Pennsylvania
$20M -$973K -38,864 -5%
HG
138
Harbor Group
New Hampshire
$19.9M -$249K -9,933 -1%
UW
139
Unique Wealth
Florida
$19.9M -$7.4M -295,497 -27%
LA
140
LVW Advisors
New York
$19.9M +$3.19M +127,242 +19%
FA
141
Fountainhead AM
New Jersey
$19.8M -$600K -23,960 -3%
I
142
INVST
Indiana
$19.4M -$6.37M -254,215 -25%
SWA
143
Stratos Wealth Advisors
Ohio
$19.3M -$17.3M -689,617 -47%
PWM
144
Perigon Wealth Management
California
$19.2M +$1.49M +59,350 +8%
BTWM
145
Brass Tax Wealth Management
Ohio
$19M +$851K +33,999 +5%
KWA
146
Kingswood Wealth Advisors
California
$18.8M +$338K +13,483 +2%
SFA
147
Seneca Financial Advisors
New York
$18.7M +$791K +31,609 +4%
VNA
148
Valley National Advisers
Pennsylvania
$18.6M +$1.93M +77,052 +12%
MAG
149
Members Advisory Group
New York
$18.6M +$895K +35,749 +5%
US Bancorp
150
US Bancorp
Minnesota
$18.6M -$358K -14,279 -2%
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