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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 %
RW
201
Regimen Wealth
Georgia
$13.3M +$68.4K +2,730 +0.5%
KFS
202
Kaizen Financial Strategies
California
$13.2M +$544K +21,727 +4%
WIA
203
World Investment Advisors
California
$13.1M -$16.7M -667,383 -56%
Goldman Sachs
204
Goldman Sachs
New York
$13M +$9.66M +385,822 +286%
RSWM
205
Robertson Stephens Wealth Management
California
$12.9M -$2.7M -107,750 -17%
RC
206
Rovin Capital
Arizona
$12.8M -$5.53M -220,815 -30%
LC
207
LCNB Corp
Ohio
$12.7M -$477K -19,050 -4%
FF
208
Friday Financial
Iowa
$12.7M +$380K +14,916 +3%
MWA
209
Martel Wealth Advisors
Washington
$12.7M -$684K -27,328 -5%
SWM
210
Schwallier Wealth Management
Michigan
$12.6M +$7.85M +313,639 +166%
SFG
211
Sage Financial Group
Pennsylvania
$12.6M -$327K -13,051 -3%
CCM
212
Ciovacco Capital Management
Georgia
$12.6M -$594K -23,733 -5%
UWM
213
USAdvisors Wealth Management
Minnesota
$12.6M +$497K +19,843 +4%
SFWC
214
Strategic Family Wealth Counselors
New Jersey
$12.5M +$12.3K +491 +0.1%
AFA
215
AllGen Financial Advisors
Florida
$12.5M +$1.68M +67,110 +16%
YIA
216
YHB Investment Advisors
Connecticut
$12.4M +$290K +11,571 +2%
RWP
217
Revolve Wealth Partners
New Jersey
$12.3M +$206K +8,209 +2%
FWS
218
FinDec Wealth Services
California
$12.2M +$8.07M +322,242 +193%
BAM
219
Berkshire Asset Management
Pennsylvania
$12.2M +$4.07M +156,672 +50%
SWM
220
SeaCrest Wealth Management
New York
$12.2M -$603K -24,072 -5%
DCM
221
Donaldson Capital Management
Indiana
$12.1M +$501K +19,996 +4%
HI
222
Harbour Investments
Wisconsin
$12.1M -$1.41M -56,296 -10%
DC
223
Dahring Cusmano
Michigan
$12M +$532K +21,235 +5%
BCI
224
Brinker Capital Investments
Pennsylvania
$12M +$9.01M +359,875 +298%
OPS
225
Orion Portfolio Solutions
Nebraska
$12M +$9.01M +359,875 +298%
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