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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
$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 %
HWMC
276
Heritage Wealth Management (California)
California
$11.4M +$1.38M +47,302 +14%
CPA
277
Clear Point Advisors
New York
$11.3M -$212K -7,242 -2%
RMC
278
Ring Mountain Capital
California
$11.1M +$367K +12,333 +3%
RA
279
RFG Advisory
Alabama
$11.1M -$892K -30,529 -7%
TWM
280
TriaGen Wealth Management
California
$11.1M -$202K -6,927 -2%
SC
281
Soundwatch Capital
Connecticut
$11M +$4.7M +16,005 +74%
AAS
282
Asset Allocation Strategies
Michigan
$10.8M +$1.15M +39,257 +12%
JWCA
283
J.W. Cole Advisors
Florida
$10.7M +$1.55M +53,037 +17%
RWA
284
Redhawk Wealth Advisors
Minnesota
$10.6M -$2.24M -76,547 -17%
PIP
285
Peachtree Investment Partners
Florida
$10.3M -$2.34M -80,060 -19%
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$10.2M +$274K +9,387 +3%
BBA
287
BLB&B Advisors
Pennsylvania
$10.1M -$704K -24,087 -7%
FF
288
Fairway Financial
Florida
$10M -$1.23K -42 -0%
MFG
289
Mainsail Financial Group
Washington
$10M -$10.2K -346 -0.1%
KW
290
Keyvantage Wealth
Pennsylvania
$10M -$160K -5,469 -2%
CAM
291
Cresset Asset Management
Illinois
$9.94M +$168K +5,754 +2%
MAM
292
McCarthy Asset Management
California
$9.93M -$562K -19,248 -5%
DFA
293
DHJJ Financial Advisors
Illinois
$9.85M -$72.5K -2,481 -0.7%
ATWA
294
Arbor Trust Wealth Advisors
Michigan
$9.82M -$1.25M -42,941 -11%
AWM
295
AE Wealth Management
Kansas
$9.81M +$2.6M +89,025 +36%
Goldman Sachs
296
Goldman Sachs
New York
$9.79M -$5.42M -185,458 -36%
CCM
297
Coldstream Capital Management
Washington
$9.76M -$466K -15,970 -5%
AWM
298
Accel Wealth Management
Iowa
$9.62M +$102K +3,508 +1%
CW
299
CreativeOne Wealth
Kansas
$9.59M +$2.04M +69,992 +27%
PAG
300
Powers Advisory Group
Illinois
$9.56M +$833K +28,532 +10%
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