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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 %
SWP
351
Stratos Wealth Partners
Ohio
$7.38M +$61.7K +2,113 +0.8%
MCCA
352
Mill Creek Capital Advisors
Pennsylvania
$7.36M +$3.61M +123,509 +96%
SFG
353
Snider Financial Group
Washington
$7.3M +$3.09M +105,869 +73%
ACS
354
Archford Capital Strategies
Illinois
$7.25M -$2.98K -102 -0%
FS
355
Financially Speaking
Colorado
$7.22M +$7.21M +246,883 +90,103%
P
356
&Partners
Tennessee
$7.21M +$2.35M +79,477 +48%
OCPWS
357
One Charles Private Wealth Services
Massachusetts
$7.11M +$7.11M +243,416 New
MMHP
358
Murphy Middleton Hinkle & Parker
Georgia
$7.07M – – –
AF
359
Amara Financial
California
$7.06M +$2.97M +101,722 +73%
ACA
360
Aptus Capital Advisors
Alabama
$7.03M -$280K -9,577 -4%
GG
361
Gleason Group
Kentucky
$7.02M +$6.84K +234 +0.1%
CFGSD
362
Compass Financial Group (South Dakota)
South Dakota
$7.01M +$750K +25,689 +12%
IFWM
363
Institute for Wealth Management
Colorado
$7M -$55.8K -1,911 -0.8%
JPLA
364
Joseph P. Lucia & Associates
New York
$6.99M +$17.5K +599 +0.3%
BI
365
Ballast Inc
Kentucky
$6.99M +$6.99M +239,349 New
CA
366
Claro Advisors
Massachusetts
$6.77M -$2.92M -100,029 -30%
NDSI
367
Newman Dignan & Sheerar Inc
Rhode Island
$6.73M -$226K -7,734 -3%
IAS
368
IMA Advisory Services
Colorado
$6.66M +$95.2K +3,260 +1%
FIM
369
Freedom Investment Management
Connecticut
$6.64M +$1.49M +51,146 +29%
RPGK
370
Retirement Planning Group (Kansas)
Kansas
$6.63M +$2.03M +69,447 +44%
BBWP
371
Beacon Bridge Wealth Partners
Pennsylvania
$6.62M -$101K -3,461 -2%
PWS
372
Precision Wealth Strategies
Missouri
$6.47M +$164K +5,615 +3%
SMC
373
Smith, Moore & Co
Missouri
$6.47M +$1.26M +42,967 +24%
LCM
374
Liberty Capital Management
Michigan
$6.44M +$276K +9,454 +4%
DBRC
375
D.B. Root & Company
Pennsylvania
$6.42M -$629K -21,523 -9%
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