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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,431 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 160 funds opening new positions, 635 increasing their positions, 450 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,431
Holders Change
+75
Holders Change %
+5.53%
% of All Funds
19.19%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
160
Increased
635
Reduced
450
Closed
55
Calls
$17.6M
Puts
$4.73M
Net Calls
+$12.9M
Net Calls Change
+$9.59M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$831M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$204M
3
SEI Investments
SEI Investments
Pennsylvania
+$132M
4
LPL Financial
LPL Financial
California
+$94.9M
5
MG
Mather Group
Illinois
+$53.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$106M
2
Lido Advisors
Lido Advisors
California
-$63.7M
3
FCI
Financial Counselors Inc
Kansas
-$36.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$30.3M
5
BDWCC
B&D White Capital Company
Texas
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
226
Friday Financial
Iowa
$14.7M +$60.9K +2,086 +0.4%
ASN
227
Advisory Services Network
Georgia
$14.7M +$3.5M +115,961 +31%
DC
228
Dahring Cusmano
Michigan
$14.6M +$518K +17,742 +4%
LBC
229
Lowe Brockenbrough & Co
Virginia
$14.5M -$1.15M -39,206 -7%
KWM
230
Kingsview Wealth Management
Oregon
$14.5M +$977K +33,435 +7%
WMWM
231
Whitaker-Myers Wealth Managers
Ohio
$14.4M +$2.99M +102,415 +26%
HI
232
Harbour Investments
Wisconsin
$14.4M +$319K +10,926 +2%
CL
233
Choreo LLC
Illinois
$14.4M +$9.59M +328,461 +201%
CNWM
234
Clay Northam Wealth Management
California
$14M +$58.6K +2,005 +0.4%
BP
235
Broadleaf Partners
Ohio
$14M +$1.16M +39,623 +9%
YIA
236
YHB Investment Advisors
Connecticut
$14M -$525K -17,989 -4%
CW
237
Code Waechter
Florida
$13.9M +$3.22M +110,150 +30%
Corient Private Wealth
238
Corient Private Wealth
Florida
$13.9M +$6.96M +238,378 +100%
TFG
239
Team Financial Group
California
$13.8M +$1.2M +41,033 +10%
BAM
240
Berkshire Asset Management
Pennsylvania
$13.7M -$25.4K -869 -0.2%
SW
241
Simplicity Wealth
New Jersey
$13.6M +$12.5M +426,507 +1,084%
GGI
242
GPM Growth Investors
Michigan
$13.6M +$73.5K +2,515 +0.5%
GA
243
Guerra Advisors
Florida
$13.5M +$1.99M +68,083 +17%
EF
244
Elite Financial
Idaho
$13.4M +$21.6K +719 +0.2%
OC
245
Oppenheimer & Co
New York
$13.4M +$2.04M +69,916 +18%
SAM
246
Smithbridge Asset Management
Pennsylvania
$13.3M +$847K +29,013 +7%
FWS
247
FinDec Wealth Services
California
$13.3M -$1.03M -35,249 -7%
VCWM
248
Vista Cima Wealth Management
Arizona
$13.2M +$308K +10,550 +2%
RWP
249
Revolve Wealth Partners
New Jersey
$13.2M -$1.13M -38,817 -8%
KA
250
Kovack Advisors
Florida
$13.1M -$740K -25,344 -5%
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