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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,424 hedge funds and large institutions have $23.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 633 increasing their positions, 447 reducing their positions, and 55 closing their positions.

Holders
1,424
Holders Change
+68
Holders Change %
+5.01%
% of All Funds
19.12%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
158
Increased
633
Reduced
447
Closed
55
Calls
$6.89M
Puts
$567K
Net Calls
+$6.33M
Net Calls Change
+$3.05M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$958M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.61B
3
RWM
3
RMG Wealth Management
Wisconsin
$143M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.34B
5
LPL Financial
5
LPL Financial
California
$814M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$401M
2
Lido Advisors
2
Lido Advisors
California
$15.2M
3
FCI
3
Financial Counselors Inc
Kansas
$21.7M
4
OIA
4
OneDigital Investment Advisors
Kansas
$212M
5
BDWCC
5
B&D White Capital Company
Texas
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.61B 55,240,546 +6,979,991 +14%
SEI Investments
2
SEI Investments
Pennsylvania
$1.34B 45,745,266 +4,524,057 +11%
MG
3
Mather Group
Illinois
$1.24B 42,286,978 +1,836,380 +5%
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.12B 38,175,151 -11,790 -0%
Charles Schwab
5
Charles Schwab
California
$958M 32,809,028 +28,455,790 +654%
LPL Financial
6
LPL Financial
California
$814M 27,854,880 +3,247,710 +13%
Mariner
7
Mariner
Kansas
$520M 17,810,580 +533,543 +3%
Ameriprise
8
Ameriprise
Minnesota
$451M 15,458,404 -19,476 -0.1%
Raymond James Financial
9
Raymond James Financial
Florida
$447M 15,317,027 +494,865 +3%
APP
10
Avantax Planning Partners
Iowa
$444M 15,205,975 +318,708 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$401M 13,961,487 -3,698,540 -21%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$271M 9,269,786 -69,390 -0.7%
FEG
13
Fund Evaluation Group
Ohio
$268M 9,190,023 -981,329 -10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$268M 9,187,006 +936,194 +11%
Morgan Stanley
15
Morgan Stanley
New York
$261M 8,926,321 -627,448 -7%
MML Investors Services
16
MML Investors Services
Massachusetts
$252M 8,643,532 +1,578,072 +22%
Bank of America
17
Bank of America
North Carolina
$236M 8,063,125 +393,248 +5%
HighTower Advisors
18
HighTower Advisors
Illinois
$231M 7,897,044 +282,760 +4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$219M 7,489,982 +531,702 +8%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$212M 7,274,770 +61,738 +0.9%
OIA
21
OneDigital Investment Advisors
Kansas
$212M 7,265,280 -1,036,404 -12%
ML
22
McAdam LLC
Pennsylvania
$199M 6,807,071 +121,498 +2%
MGIA
23
Moneta Group Investment Advisors
Missouri
$168M 5,757,249 +455,973 +9%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$164M 5,611,963 +124,004 +2%
AAS
25
Avantax Advisory Services
Texas
$160M 5,466,642 +418,544 +8%
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