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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,433 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, 636 increasing their positions, 451 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+76
Holders Change %
+5.6%
% of All Funds
19.21%
Holding in Top 10
218
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.46%
% of All Funds
2.92%
New
160
Increased
636
Reduced
451
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 %
WMWM
326
Wilkins Miller Wealth Management
Alabama
$8.47M +$419K +14,353 +5%
PL
327
Polianta Ltd
Jersey
$8.43M +$8.43M +288,500 New
HBS
328
Howard Bailey Securities
Indiana
$8.41M -$53.7K -1,838 -0.6%
CFA
329
Cahill Financial Advisors
Minnesota
$8.32M +$575K +19,672 +7%
MWM
330
Maridea Wealth Management
New York
$8.3M +$8.02M +274,623 +2,848%
VWA
331
VSM Wealth Advisory
Maryland
$8.13M +$7.92M +324,086 +3,873%
FNBSF
332
First National Bank Sioux Falls
South Dakota
$7.97M +$249K +8,533 +3%
CFGA
333
Cambridge Financial Group (Arizona)
Arizona
$7.97M -$6.4K -219 -0.1%
CA
334
CoreCap Advisors
Michigan
$7.96M +$155K +5,290 +2%
DC
335
Davenport & Co
Virginia
$7.95M +$5.17M +176,935 +186%
MAG
336
Mayfair Advisory Group
Alabama
$7.93M +$238K +7,833 +3%
USCWA
337
U.S. Capital Wealth Advisors
Texas
$7.92M +$1.06M +36,138 +15%
CFG
338
Cooper Financial Group
California
$7.87M +$3.6M +123,391 +85%
DAS
339
Dynamic Advisor Solutions
Arizona
$7.85M -$2.67M -91,400 -25%
BEI
340
Benjamin Edwards Inc
Missouri
$7.85M +$518K +17,741 +7%
VFS
341
Valpey Financial Services
New Hampshire
$7.74M +$7.74M +264,923 New
JFG
342
JMG Financial Group
Illinois
$7.73M -$164K -5,626 -2%
MS
343
Madden Securities
Texas
$7.7M -$108K -3,691 -1%
IIC
344
Integrated Investment Consultants
Michigan
$7.69M -$241K -8,257 -3%
CWM
345
Congress Wealth Management
Massachusetts
$7.68M +$1.38M +47,187 +22%
CIA
346
Cape Investment Advisory
Georgia
$7.62M -$38.8K -1,328 -0.5%
TI
347
Truepoint Inc
Ohio
$7.57M +$4.98M +170,398 +192%
CA
348
Calton & Associates
Florida
$7.5M +$1.42M +48,478 +23%
EWA
349
Exencial Wealth Advisors
Oklahoma
$7.49M +$847K +28,980 +13%
CA
350
Cambridge Advisors
Nebraska
$7.41M -$30.1K -1,029 -0.4%
12 13
14
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