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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 %
CFG
301
Certior Financial Group
Pennsylvania
$9.53M +$720K +24,664 +8%
CPIG
302
Chicago Partners Investment Group
Illinois
$9.51M +$659K +22,022 +7%
AWM
303
Apex Wealth Management
New Hampshire
$9.49M -$3.74M -128,007 -28%
IC
304
IEQ Capital
California
$9.47M -$748K -25,597 -7%
MA
305
MBA Advisors
Pennsylvania
$9.47M +$326K +11,162 +4%
EE
306
EWG Elevate
California
$9.42M -$1.57M -53,824 -14%
KV
307
Kickstand Ventures
New York
$9.42M +$3.87M +132,386 +70%
CAC
308
Certified Advisory Corp
Florida
$9.39M +$400K +13,687 +4%
BCIM
309
Bishop & Co Investment Management
Pennsylvania
$9.29M +$3.29M +112,596 +55%
VFA
310
Valeo Financial Advisors
Indiana
$9.25M +$8.07M +285,576 +688%
SFMG
311
Sage Financial Management Group
Virginia
$9.22M -$384K -13,136 -4%
RFM
312
Royal Fund Management
Florida
$9.12M +$48.9K +1,675 +0.5%
AWM
313
Apollon Wealth Management
South Carolina
$9.03M -$773K -26,458 -8%
MWM
314
MinichMacGregor Wealth Management
New York
$8.99M -$11.6M -398,192 -56%
ACA
315
Affinity Capital Advisors
California
$8.9M -$249K -8,521 -3%
CMP
316
Courage Miller Partners
Virginia
$8.88M +$423K +14,472 +5%
NFW
317
Noble Family Wealth
Florida
$8.84M -$737K -25,227 -8%
BCM
318
Brookstone Capital Management
Illinois
$8.79M -$225K -7,718 -2%
PG
319
Prostatis Group
Maryland
$8.76M +$8.76M +300,028 New
TWP
320
Total Wealth Planning
Ohio
$8.76M +$40.3K +1,381 +0.5%
ISWM
321
Independent Solutions Wealth Management
New York
$8.71M +$157K +5,369 +2%
Bank of New York Mellon
322
Bank of New York Mellon
New York
$8.68M +$434K +14,847 +5%
WF
323
Warner Financial
Maryland
$8.6M +$146K +5,009 +2%
MCA
324
MSH Capital Advisors
Arizona
$8.52M +$773K +26,452 +10%
HFS
325
Howard Financial Services
Texas
$8.47M +$8.47M +289,897 New
11 12
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