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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 %
KBFS
426
Kohmann Bosshard Financial Services
Ohio
$4.96M +$87.6K +3,000 +2%
RIA
427
Regal Investment Advisors
Michigan
$4.9M +$737K +25,240 +18%
CFO
428
CVA Family Office
Colorado
$4.87M +$398K +13,633 +9%
CCA
429
Cypress Capital Advisors
Tennessee
$4.87M +$1.4M +48,052 +41%
RFA
430
RTD Financial Advisors
Pennsylvania
$4.84M -$188K -6,434 -4%
GVAG
431
Great Valley Advisor Group
Delaware
$4.81M -$112K -3,845 -2%
HWA
432
HCR Wealth Advisors
California
$4.81M -$34.7K -1,189 -0.7%
BWM
433
Boyd Wealth Management
California
$4.74M +$196K +6,704 +4%
NJIM
434
Nabity-Jensen Investment Management
Nebraska
$4.72M -$12.7K -436 -0.3%
WCM
435
Winthrop Capital Management
Indiana
$4.71M -$119K -4,083 -2%
SF
436
Synovus Financial
Georgia
$4.71M +$440K +15,060 +10%
HAP
437
Harbor Asset Planning
Massachusetts
$4.69M +$4.69M +160,643 New
PIA
438
Panoramic Investment Advisors
Colorado
$4.68M +$314K +10,766 +7%
William Blair & Company
439
William Blair & Company
Illinois
$4.64M -$1.34M -45,840 -22%
KIM
440
Kane Investment Management
California
$4.64M -$1.25M -42,760 -21%
WB
441
WesBanco Bank
West Virginia
$4.58M +$4.58M +156,753 New
AIA
442
Arcadia Investment Advisors
Idaho
$4.54M -$5.87K -201 -0.1%
BIA
443
Bigelow Investment Advisors
Maine
$4.54M +$15.1K +517 +0.3%
MAMG
444
Milestone Asset Management Group
Connecticut
$4.54M +$215K +7,347 +5%
BWM
445
Brown Wealth Management
Illinois
$4.51M +$1.35M +46,134 +43%
KPWS
446
Kestra Private Wealth Services
Texas
$4.51M -$92.7K -3,173 -2%
PPWM
447
Perissos Private Wealth Management
Oklahoma
$4.5M -$10.5K -358 -0.2%
WA
448
WPG Advisers
Maryland
$4.47M +$1.65M +56,467 +58%
MFG
449
Magnus Financial Group
New York
$4.47M +$661K +22,618 +17%
QCM
450
Quantinno Capital Management
New York
$4.46M +$2.45M +83,714 +121%
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