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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 %
Betterment LLC
376
Betterment LLC
New York
$6.37M +$134K +4,596 +2%
CA
377
Clearstead Advisors
Ohio
$6.35M -$123K -4,214 -2%
CFD
378
Creative Financial Designs
Indiana
$6.28M +$368K +12,584 +6%
JWA
379
JFS Wealth Advisors
Pennsylvania
$6.27M -$23.9K -818 -0.4%
MIM
380
Macroview Investment Management
Maryland
$6.2M +$255K +8,727 +4%
AQR Capital Management
381
AQR Capital Management
Connecticut
$6.19M +$2.4M +82,165 +63%
SAMC
382
Spectrum Asset Management (California)
California
$6.16M -$2.93M -100,254 -32%
PFA
383
Pinnacle Family Advisors
Missouri
$6.13M +$1.03M +35,278 +20%
GWM
384
GSB Wealth Management
Connecticut
$6.06M -$533K -18,247 -8%
CAG
385
Csenge Advisory Group
Florida
$6.06M -$70.1K -2,545 -1%
MIFH
386
Migdal Insurance & Financial Holdings
Israel
$5.99M -$7.38M -252,725 -55%
FI
387
FIDELIS iM
Oregon
$5.98M +$106K +3,634 +2%
WIM
388
WealthPlan Investment Management
Nebraska
$5.96M +$5.96M +203,981 New
NA
389
Nestegg Advisors
New York
$5.9M +$40.9K +1,400 +0.7%
FFS
390
Founders Financial Securities
Maryland
$5.89M -$62.6K -2,142 -1%
AAS
391
Ameritas Advisory Services
Nebraska
$5.85M -$782K -26,785 -12%
AAP
392
Arax Advisory Partners
Colorado
$5.83M +$3.06M +101,995 +111%
SCM
393
Steele Capital Management
Iowa
$5.82M -$165K -5,653 -3%
WIA
394
Westbourne Investment Advisors
Maryland
$5.8M +$101K +3,473 +2%
SPIA
395
Steward Partners Investment Advisory
New York
$5.78M +$1.27M +43,414 +28%
MMH
396
Menora Mivtachim Holdings
Israel
$5.75M +$62.5K +2,140 +1%
BCWM
397
Bartlett & Co Wealth Management
Ohio
$5.75M -$203K -6,952 -3%
FTS
398
Fifth Third Securities
Ohio
$5.75M +$802K +27,469 +16%
AWM
399
Avior Wealth Management
Nebraska
$5.74M +$1.22M +41,917 +27%
HA
400
HC Advisors
Georgia
$5.73M -$124K -4,244 -2%
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