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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 %
CAG
401
Compass Advisory Group
New York
$5.7M +$102K +3,506 +2%
FWM
402
Fingerlakes Wealth Management
New York
$5.7M +$827K +28,317 +17%
WANY
403
Wealthspire Advisors (New York)
New York
$5.66M +$177K +6,064 +3%
GFP
404
Guardian Financial Partners
California
$5.65M +$646K +22,124 +13%
AWA
405
Arkadios Wealth Advisors
Georgia
$5.62M +$2.89M +99,103 +106%
RWP
406
RWA Wealth Partners
Massachusetts
$5.61M +$1.44M +49,469 +35%
CI
407
CX Institutional
Indiana
$5.54M +$5.34M +182,876 +2,713%
DWM
408
Dakota Wealth Management
Florida
$5.46M -$557K -19,059 -9%
MCC
409
Money Concepts Capital
Florida
$5.4M +$1.93M +65,944 +55%
TFS
410
Thoroughbred Financial Services
Tennessee
$5.34M +$197K +6,754 +4%
VBWMG
411
Von Berge Wealth Management Group
California
$5.32M -$136K -4,581 -2%
SWM
412
Silverlake Wealth Management
Vermont
$5.32M +$531K +18,188 +11%
LIWM
413
Long Island Wealth Management
New York
$5.28M -$217K -7,421 -4%
GRP
414
Global Retirement Partners
California
$5.21M +$5.21M +178,318 New
DWM
415
Diversify Wealth Management
Utah
$5.2M +$157K +5,112 +3%
HCM
416
Hengehold Capital Management
Ohio
$5.15M +$15.2K +521 +0.3%
VAS
417
Vestmark Advisory Solutions
Massachusetts
$5.14M +$2.85M +97,686 +125%
ECML
418
Eagle Capital Management (Louisiana)
Louisiana
$5.08M -$703K -24,060 -12%
CWM
419
Chesapeake Wealth Management
Virginia
$5.05M -$40.2K -1,376 -0.8%
OWM
420
Orgel Wealth Management
Wisconsin
$5.02M +$757K +25,913 +18%
AWA
421
Acorn Wealth Advisors
Michigan
$5.01M +$2.48M +84,967 +98%
WIA
422
Wealthedge Investment Advisors
New York
$4.98M -$115K -3,938 -2%
CCM
423
Cambridge Capital Management
Illinois
$4.98M -$38.4K -1,314 -0.8%
MAS
424
Madden Advisory Services
Florida
$4.96M +$235K +8,056 +5%
KMWM
425
Keudell/Morrison Wealth Management
Oregon
$4.96M +$109K +3,727 +2%
15 16
17
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