SCHG icon

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
$958M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.61B
3
SEI Investments
SEI Investments
Pennsylvania
$1.34B
4
LPL Financial
LPL Financial
California
$814M
5
MG
Mather Group
Illinois
$1.24B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$401M
2
Lido Advisors
Lido Advisors
California
$15.2M
3
FCI
Financial Counselors Inc
Kansas
$21.7M
4
OIA
OneDigital Investment Advisors
Kansas
$212M
5
BDWCC
B&D White Capital Company
Texas
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
251
F.L. Putnam Investment Management
Massachusetts
$13M +$9.22M +315,567 +246%
DADC
252
D.A. Davidson & Co
Montana
$12.9M +$96K +3,287 +0.7%
AWS
253
Atria Wealth Solutions
New York
$12.9M -$13.7M -468,262 -51%
CKAIS
254
Christensen King & Associates Investment Services
Washington
$12.9M -$33.7K -1,155 -0.3%
EFG
255
Everhart Financial Group
Ohio
$12.9M -$164K -5,600 -1%
PF
256
Prosperitas Financial
California
$12.7M +$3.28M +112,357 +35%
FFA
257
Farther Finance Advisors
California
$12.5M +$1.26M +43,182 +11%
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$12.5M -$361K -12,355 -3%
NLWP
259
Next Level Wealth Planning
Idaho
$12.4M +$1.08M +36,947 +10%
ACM
260
Advisors Capital Management
New Jersey
$12.4M +$5.75M +196,861 +87%
SF
261
Schaeffer Financial
Maryland
$12.3M +$3.6M +123,081 +41%
Fidelity Investments
262
Fidelity Investments
Massachusetts
$12.2M +$1.22M +41,859 +11%
ECA
263
Elevation Capital Advisory
Oregon
$12.2M +$12.2M +417,929 New
RW
264
Regimen Wealth
Georgia
$12M -$3.42M -116,928 -22%
IWM
265
IHT Wealth Management
Illinois
$12M +$2.72M +93,052 +29%
FIA
266
Foundations Investment Advisors
Arizona
$12M +$1.32M +45,193 +12%
OWM
267
Opes Wealth Management
California
$11.9M +$606K +20,743 +5%
MBI
268
May Barnhard Investments
Maryland
$11.9M -$133K -4,555 -1%
IAN
269
Integrated Advisors Network
Texas
$11.8M +$252K +8,643 +2%
IA
270
IFS Advisors
Kansas
$11.8M +$11.8M +402,260 New
PSCM
271
Per Stirling Capital Management
Texas
$11.7M -$14.9K -511 -0.1%
LFP
272
Leeward Financial Partners
Washington
$11.6M +$102K +3,486 +0.9%
DFP
273
Defined Financial Planning
California
$11.5M +$1.39M +47,199 +14%
FWA
274
FSM Wealth Advisors
Ohio
$11.5M +$1.57M +53,889 +16%
FWP
275
FAS Wealth Partners
Kansas
$11.5M -$22.5K -770 -0.2%
9 10
11
12 13