SCHG icon

Schwab US Large-Cap Growth ETF

1,358 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, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$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
Change in
Stake
RW
201
Regimen Wealth
Georgia
$13.3M
KFS
202
Kaizen Financial Strategies
California
$13.2M
WIA
203
World Investment Advisors
California
$13.1M
Goldman Sachs
204
Goldman Sachs
New York
$13M
RSWM
205
Robertson Stephens Wealth Management
California
$12.9M
RC
206
Rovin Capital
Arizona
$12.8M
LC
207
LCNB Corp
Ohio
$12.7M
FF
208
Friday Financial
Iowa
$12.7M
MWA
209
Martel Wealth Advisors
Washington
$12.7M
SWM
210
Schwallier Wealth Management
Michigan
$12.6M
SFG
211
Sage Financial Group
Pennsylvania
$12.6M
CCM
212
Ciovacco Capital Management
Georgia
$12.6M
UWM
213
USAdvisors Wealth Management
Minnesota
$12.6M
SFWC
214
Strategic Family Wealth Counselors
New Jersey
$12.5M
AFA
215
AllGen Financial Advisors
Florida
$12.5M
YIA
216
YHB Investment Advisors
Connecticut
$12.4M
RWP
217
Revolve Wealth Partners
New Jersey
$12.3M
FWS
218
FinDec Wealth Services
California
$12.2M
BAM
219
Berkshire Asset Management
Pennsylvania
$12.2M
SWM
220
SeaCrest Wealth Management
New York
$12.2M
DCM
221
Donaldson Capital Management
Indiana
$12.1M
HI
222
Harbour Investments
Wisconsin
$12.1M
DC
223
Dahring Cusmano
Michigan
$12M
OPS
224
Orion Portfolio Solutions
Nebraska
$12M
BCI
225
Brinker Capital Investments
Pennsylvania
$12M