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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B +$145M +5,775,232 +14%
SEI Investments
2
SEI Investments
Pennsylvania
$1.03B +$76.7M +3,062,099 +8%
MG
3
Mather Group
Illinois
$1.01B +$31.4M +1,254,652 +3%
Financial Engines Advisors
4
Financial Engines Advisors
California
$956M -$40.1M -1,601,626 -4%
LPL Financial
5
LPL Financial
California
$616M +$64M +2,554,009 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$442M +$83.6M +3,337,420 +23%
Mariner
7
Mariner
Kansas
$433M +$2.51M +100,234 +0.6%
Ameriprise
8
Ameriprise
Minnesota
$388M +$27.7M +1,106,110 +8%
APP
9
Avantax Planning Partners
Iowa
$373M -$12.1M -484,114 -3%
Raymond James Financial
10
Raymond James Financial
Florida
$371M +$8.33M +332,496 +2%
FEG
11
Fund Evaluation Group
Ohio
$255M -$18M -719,088 -7%
Morgan Stanley
12
Morgan Stanley
New York
$239M -$34.5M -1,378,084 -13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$234M +$51M +2,035,107 +28%
OIA
14
OneDigital Investment Advisors
Kansas
$208M +$2.05M +81,847 +1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$207M +$12.7M +507,864 +7%
Bank of America
16
Bank of America
North Carolina
$192M +$14M +559,713 +8%
HighTower Advisors
17
HighTower Advisors
Illinois
$191M +$79M +3,155,669 +71%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$181M +$5.85M +233,666 +3%
MML Investors Services
19
MML Investors Services
Massachusetts
$177M +$19.4M +776,015 +12%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$174M +$24.1M +960,502 +16%
ML
21
McAdam LLC
Pennsylvania
$167M -$23.4M -935,329 -12%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$137M -$9.42M -376,220 -6%
MGIA
23
Moneta Group Investment Advisors
Missouri
$133M +$12.5M +499,934 +10%
AAS
24
Avantax Advisory Services
Texas
$126M +$22.9M +916,001 +22%
TWM
25
Thrive Wealth Management
Pennsylvania
$120M -$8.53M -340,719 -7%
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