SCHG icon

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 %
TPCW
176
TD Private Client Wealth
New York
$16M +$4.4M +175,621 +38%
AFG
177
Allegheny Financial Group
Pennsylvania
$15.7M +$67.6K +2,699 +0.4%
GSIS
178
Global Strategic Investment Solutions
Arizona
$15.7M +$2.8K +112 +0%
ACA
179
Ackerman Capital Advisors
Texas
$15.6M -$546K -21,808 -3%
WAM
180
Weinberger Asset Management
California
$15.5M -$249K -9,948 -2%
PWM
181
Prosperity Wealth Management
California
$15.5M +$2.33M +93,007 +18%
SL
182
Systelligence LLC
Minnesota
$15.4M +$2.06M +82,276 +15%
PAG
183
Private Advisor Group
New Jersey
$15.2M -$2.29M -91,586 -13%
BWL
184
Bogart Wealth LLC
Virginia
$15.2M +$2.86M +114,056 +23%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$15.1M +$633K +25,266 +4%
SPG
186
Strategic Planning Group
Utah
$14.9M +$432K +17,269 +3%
PFWA
187
Paces Ferry Wealth Advisors
Georgia
$14.8M +$453K +18,081 +3%
DI
188
DAGCO Inc
Ohio
$14.6M +$612K +24,424 +4%
WP
189
WealthShield Partners
North Carolina
$14.6M +$245K +9,782 +2%
C
190
Certuity
Florida
$14.4M +$545K +21,754 +4%
PVAMC
191
PPS&V Asset Management Consultants
Michigan
$14.3M -$44.6K -1,782 -0.3%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$14.2M -$54.9M -1,971,920 -79%
SA
193
Skyline Advisors
Washington
$14M +$106K +4,234 +0.8%
AF
194
Allworth Financial
California
$13.9M +$6.95M +278,838 +99%
AI
195
Atria Investments
North Carolina
$13.9M +$2.62M +104,643 +23%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$13.5M +$6M +239,973 +80%
LBC
197
Lowe Brockenbrough & Co
Virginia
$13.4M -$157K -6,259 -1%
PMG
198
ProVise Management Group
Florida
$13.4M -$886K -35,373 -6%
CFMC
199
Curbstone Financial Management Corp
New Hampshire
$13.3M -$179K -7,130 -1%
GCP
200
Gill Capital Partners
Colorado
$13.3M -$716K -28,603 -5%
6 7
8
9 10