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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 %
MCCA
351
Mill Creek Capital Advisors
Pennsylvania
$7.36M +$3.61M +123,509 +96%
SFG
352
Snider Financial Group
Washington
$7.3M +$3.09M +105,869 +73%
ACS
353
Archford Capital Strategies
Illinois
$7.25M -$2.98K -102 -0%
FS
354
Financially Speaking
Colorado
$7.22M +$7.21M +246,883 +90,103%
P
355
&Partners
Tennessee
$7.21M +$2.35M +79,477 +48%
OCPWS
356
One Charles Private Wealth Services
Massachusetts
$7.11M +$7.11M +243,416 New
MMHP
357
Murphy Middleton Hinkle & Parker
Georgia
$7.07M – – –
AF
358
Amara Financial
California
$7.06M +$2.97M +101,722 +73%
ACA
359
Aptus Capital Advisors
Alabama
$7.03M -$280K -9,577 -4%
GG
360
Gleason Group
Kentucky
$7.02M +$6.84K +234 +0.1%
CFGSD
361
Compass Financial Group (South Dakota)
South Dakota
$7.01M +$750K +25,689 +12%
IFWM
362
Institute for Wealth Management
Colorado
$7M -$55.8K -1,911 -0.8%
JPLA
363
Joseph P. Lucia & Associates
New York
$6.99M +$17.5K +599 +0.3%
BI
364
Ballast Inc
Kentucky
$6.99M +$6.99M +239,349 New
CA
365
Claro Advisors
Massachusetts
$6.77M -$2.92M -100,029 -30%
NDSI
366
Newman Dignan & Sheerar Inc
Rhode Island
$6.73M -$226K -7,734 -3%
IAS
367
IMA Advisory Services
Colorado
$6.66M +$95.2K +3,260 +1%
FIM
368
Freedom Investment Management
Connecticut
$6.64M +$1.49M +51,146 +29%
RPGK
369
Retirement Planning Group (Kansas)
Kansas
$6.63M +$2.03M +69,447 +44%
BBWP
370
Beacon Bridge Wealth Partners
Pennsylvania
$6.62M -$101K -3,461 -2%
PWS
371
Precision Wealth Strategies
Missouri
$6.47M +$164K +5,615 +3%
SMC
372
Smith, Moore & Co
Missouri
$6.47M +$1.26M +42,967 +24%
LCM
373
Liberty Capital Management
Michigan
$6.44M +$276K +9,454 +4%
DBRC
374
D.B. Root & Company
Pennsylvania
$6.42M -$629K -21,523 -9%
Betterment LLC
375
Betterment LLC
New York
$6.37M +$134K +4,596 +2%
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