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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,424 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 158 funds opening new positions, 633 increasing their positions, 447 reducing their positions, and 55 closing their positions.

Holders
1,424
Holders Change
+68
Holders Change %
+5.01%
% of All Funds
19.12%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
158
Increased
633
Reduced
447
Closed
55
Calls
$6.89M
Puts
$567K
Net Calls
+$6.33M
Net Calls Change
+$3.05M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$958M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.61B
3
RWM
3
RMG Wealth Management
Wisconsin
$143M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.34B
5
LPL Financial
5
LPL Financial
California
$814M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$401M
2
Lido Advisors
2
Lido Advisors
California
$15.2M
3
FCI
3
Financial Counselors Inc
Kansas
$21.7M
4
OIA
4
OneDigital Investment Advisors
Kansas
$212M
5
BDWCC
5
B&D White Capital Company
Texas
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
26
Thrive Wealth Management
Pennsylvania
$148M 5,077,667 +289,455 +6%
RWM
27
RMG Wealth Management
Wisconsin
$143M 4,795,625 +4,795,625 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$142M 4,863,412 +780,213 +19%
FFN
29
Focus Financial Network
Minnesota
$141M 4,814,801 +234,264 +5%
CCMG
30
Clark Capital Management Group
Pennsylvania
$135M 4,626,680 -24,737 -0.5%
MAM
31
Marquette Asset Management
Minnesota
$126M 4,311,747 +314,063 +8%
Wells Fargo
32
Wells Fargo
California
$112M 3,842,162 +243,733 +7%
HWA
33
HHM Wealth Advisors
Tennessee
$110M 3,765,364 +221,638 +6%
BPA
34
Beacon Pointe Advisors
California
$107M 3,651,154 +8,224 +0.2%
Two Sigma Investments
35
Two Sigma Investments
New York
$97.3M 3,330,123 -227,200 -6%
AssetMark Inc
36
AssetMark Inc
California
$93.7M 3,208,414 +39,996 +1%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$92.5M 3,144,561 +79,040 +3%
Cerity Partners
38
Cerity Partners
New York
$91.1M 3,119,923 +75,451 +2%
GRR
39
Golden Reserve Retirement
Ohio
$91M 3,118,407 +338,665 +12%
RRWA
40
Rainey & Randall Wealth Advisors
Florida
$90.2M 3,088,420 -1,807 -0.1%
Truist Financial
41
Truist Financial
North Carolina
$89.9M 3,079,130 -136,288 -4%
FA
42
Financial Advisors
Massachusetts
$89M 3,045,218 -57,510 -2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$88.8M 3,041,261 -591,277 -16%
LFS
44
Legacy Financial Strategies
Kansas
$86.4M 2,959,493 +90,006 +3%
KF
45
Krilogy Financial
Missouri
$86.2M 2,951,085 +39,206 +1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$84M 2,876,034 +100,651 +4%
PAS
47
Park Avenue Securities
New York
$81.6M 2,793,121 +610,166 +28%
WA
48
Waverly Advisors
Alabama
$69.6M 2,384,385 +199,346 +9%
BFG
49
Berger Financial Group
Minnesota
$66.4M 2,271,714 +64,483 +3%
HWM
50
HRC Wealth Management
Idaho
$66.2M 2,267,730 +118,980 +6%
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