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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 %
LAM
451
L2 Asset Management
Massachusetts
$4.42M +$2.8M +96,017 +173%
CF
452
Centaurus Financial
California
$4.4M +$864K +29,568 +24%
HAS
453
HBW Advisory Services
California
$4.39M +$2.5M +85,515 +132%
CPRC
454
Consolidated Portfolio Review Corp
New York
$4.35M +$149K +5,096 +4%
Bank of Montreal
455
Bank of Montreal
Ontario, Canada
$4.3M +$120K +4,099 +3%
BBW
456
Blue Barn Wealth
Utah
$4.28M -$50.7K -1,736 -1%
AT
457
Arlington Trust
Alabama
$4.26M – – –
OFS
458
OneAscent Financial Services
Alabama
$4.24M +$2.92M +99,944 +220%
FA
459
Fermata Advisors
California
$4.18M +$1.09M +37,270 +35%
PWSG
460
Pacific Wealth Strategies Group
California
$4.18M -$7.81M -258,398 -65%
FA
461
Fagan Associates
New York
$4.16M +$12.6K +430 +0.3%
EFG
462
Embree Financial Group
Illinois
$4.16M -$106K -3,640 -2%
TF
463
Trek Financial
Arizona
$4.16M -$493K -16,870 -11%
NRI
464
NFP Retirement Inc
California
$4.14M -$481K -16,473 -10%
GIA
465
Gladstone Institutional Advisory
Florida
$4.13M +$79.3K +2,714 +2%
BF
466
Baring Financial
Washington
$4.08M +$163K +5,595 +4%
Baird Financial Group
467
Baird Financial Group
Wisconsin
$4.05M +$1.08M +36,938 +36%
FSA
468
Financial Services Advisory
Maryland
$4.02M -$16.7K -573 -0.4%
MMA
469
Miracle Mile Advisors
California
$4.01M -$161K -5,500 -4%
SAF
470
Smith Anglin Financial
Texas
$4M -$906K -31,016 -18%
BCM
471
Barden Capital Management
Texas
$4M -$90.8K -3,110 -2%
DT
472
Diversified Trust
Tennessee
$3.99M +$24.9K +852 +0.6%
BMCM
473
Burns Matteson Capital Management
New York
$3.98M +$143K +4,893 +4%
PCA
474
Pallas Capital Advisors
Massachusetts
$3.97M -$293K -10,023 -7%
FWA
475
Flagship Wealth Advisors
Massachusetts
$3.95M -$1.18M -40,385 -23%
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