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Schwab US Large-Cap Growth ETF

1,377 hedge funds and large institutions have $18.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 628 increasing their positions, 458 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $8.09M | Put options by funds: $4.81M

37% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 458

20% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 92

0% less funds holding

Funds holding: 1,3821,377 (-5)

8% less funds holding in top 10

Funds holding in top 10: 226209 (-17)

76% less capital invested

Capital invested by funds: $76B → $18.3B (-$57.6B)

117.55% less ownership

Funds ownership: 170.3%52.74% (-118%)

Holders
1,377
Holders Change
-5
Holders Change %
-0.36%
% of All Funds
18.46%
Holding in Top 10
209
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-7.52%
% of All Funds
2.8%
New
110
Increased
628
Reduced
458
Closed
92
Calls
$8.09M
Puts
$4.81M
Net Calls
+$3.27M
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B +$158M +5,775,232 +14%
SEI Investments
2
SEI Investments
Pennsylvania
$1.03B +$83.9M +3,062,099 +8%
MG
3
Mather Group
Illinois
$1.01B +$34.4M +1,254,652 +3%
Financial Engines Advisors
4
Financial Engines Advisors
California
$956M -$43.9M -1,601,626 -4%
LPL Financial
5
LPL Financial
California
$616M +$69.9M +2,554,009 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$442M +$91.4M +3,337,420 +23%
Mariner
7
Mariner
Kansas
$433M +$2.75M +100,234 +0.6%
Ameriprise
8
Ameriprise
Minnesota
$388M +$30.3M +1,106,110 +8%
APP
9
Avantax Planning Partners
Iowa
$373M -$13.3M -484,114 -3%
Raymond James Financial
10
Raymond James Financial
Florida
$371M +$9.11M +332,496 +2%
FEG
11
Fund Evaluation Group
Ohio
$255M -$19.7M -719,088 -7%
Morgan Stanley
12
Morgan Stanley
New York
$239M -$37.7M -1,378,084 -13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$234M +$55.7M +2,035,107 +28%
OIA
14
OneDigital Investment Advisors
Kansas
$208M +$2.24M +81,847 +1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$207M +$13.9M +507,864 +7%
Bank of America
16
Bank of America
North Carolina
$192M +$15.3M +559,713 +8%
HighTower Advisors
17
HighTower Advisors
Illinois
$191M +$86.4M +3,155,669 +71%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$181M +$6.4M +233,666 +3%
MML Investors Services
19
MML Investors Services
Massachusetts
$177M +$21.3M +776,015 +12%
JP Morgan Chase
20
JP Morgan Chase
New York
$174M +$26.3M +960,502 +16%
ML
21
McAdam LLC
Pennsylvania
$167M -$25.6M -935,329 -12%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$137M -$10.3M -376,220 -6%
MGIA
23
Moneta Group Investment Advisors
Missouri
$133M +$13.7M +499,934 +10%
AAS
24
Avantax Advisory Services
Texas
$126M +$25.1M +916,001 +22%
TWM
25
Thrive Wealth Management
Pennsylvania
$120M -$9.33M -340,719 -7%

SCHG Hedge Fund Activity: Q1 2025 in Review

1,377 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2025, worth a combined $18.3B — down 76% from $76B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SCHG positions and 92 closed out — a net gain of 18 holders — while 628 added to existing stakes and 458 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $158M. The largest seller was Koshinski Asset Management, cutting an estimated $42.8B.

  • 1,377 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2025, down from 1,382 in Q4 2024.
  • Funds reported $18.3B of Schwab US Large-Cap Growth ETF stock for Q1 2025, down 76% quarter-over-quarter.
  • 110 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2025 and 92 closed out, a net change of +18 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $158M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $42.8B sold.

Based on aggregated 13F filings for Q1 2025.