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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 %
SC
151
Savant Capital
Illinois
$18.5M -$142K -5,671 -0.8%
KNFPWM
152
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$18.4M +$1.15M +45,879 +7%
MA
153
Mutual Advisors
Nebraska
$18.3M +$2.01M +79,446 +12%
PA
154
Persium Advisors
Georgia
$18.3M +$537K +21,460 +3%
PSIWM
155
Paradigm Strategies in Wealth Management
Minnesota
$18M -$651K -26,011 -3%
IA
156
Integrity Alliance
Iowa
$18M +$15.5M +617,284 +608%
CSP
157
Cary Street Partners
Virginia
$17.7M -$610K -24,358 -3%
MWM
158
MinichMacGregor Wealth Management
New York
$17.7M -$15.2M -607,332 -46%
FFWA
159
FRG Family Wealth Advisors
Washington
$17.6M +$99.4K +3,970 +0.6%
SWM
160
SK Wealth Management
Rhode Island
$17.6M +$1.39M +60,393 +9%
OCM
161
One Capital Management
California
$17.5M -$35.5M -1,416,141 -67%
AF
162
Apexium Financial
Texas
$17.5M +$857K +34,233 +5%
CI
163
Conning Inc
Connecticut
$17.4M +$3.55M +141,881 +26%
LTL
164
Lowery Thomas LLC
California
$17.4M +$216K +8,612 +1%
SW
165
SkyOak Wealth
Michigan
$17.3M -$198K -7,920 -1%
SF
166
Safeguard Financial
Wisconsin
$17M +$2.94M +117,256 +21%
WA
167
WBH Advisory
Maryland
$16.8M +$369K +14,739 +2%
SFA
168
Souders Financial Advisors
Ohio
$16.8M -$29.1K -1,164 -0.2%
IWP
169
Invenio Wealth Partners
Florida
$16.7M +$3.98M +158,787 +31%
MWP
170
Meriwether Wealth & Planning
Louisiana
$16.7M +$2.23M +89,026 +15%
SF
171
Seek First
California
$16.7M +$16.7M +666,728 New
SS
172
Sunbelt Securities
Texas
$16.5M -$316K -12,634 -2%
EH
173
Equitable Holdings
New York
$16.5M +$4.42M +176,562 +37%
AWS
174
Aspen Wealth Strategies
Colorado
$16.2M -$2.02M -80,756 -11%
JJBC
175
James J. Burns & Company
New York
$16M -$342K -13,644 -2%
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