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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 %
GPA
476
Guerra Pan Advisors
New Jersey
$3.95M +$271K +9,263 +7%
Pathstone Holdings
477
Pathstone Holdings
New Jersey
$3.94M +$2.14M +73,124 +118%
LW
478
Linscomb Wealth
Texas
$3.94M -$202K -6,908 -5%
ADL
479
Asset Dedication LLC
California
$3.93M +$3.01K +103 +0.1%
AA
480
Advisory Alpha
Michigan
$3.89M -$33.1K -1,132 -0.8%
LIM
481
Leavell Investment Management
Alabama
$3.89M -$2.83K -97 -0.1%
AT
482
American Trust
Kentucky
$3.88M +$3.88M +132,969 New
FWA
483
FSC Wealth Advisors
New York
$3.87M +$7.13K +244 +0.2%
DIA
484
Dana Investment Advisors
Wisconsin
$3.86M +$6.28K +215 +0.2%
LWANC
485
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.85M +$3.72M +108,646 +2,871%
QWP
486
Quotient Wealth Partners
Texas
$3.81M -$451K -15,425 -11%
AFA
487
AllGen Financial Advisors
Florida
$3.79M -$10.8M -369,189 -74%
CCWM
488
Cassaday & Co Wealth Management
Virginia
$3.76M +$146K +4,990 +4%
BOPW
489
Brandywine Oak Private Wealth
Pennsylvania
$3.75M +$23K +787 +0.6%
AIM
490
Athena Investment Management
California
$3.74M +$4.27K +146 +0.1%
BFS
491
BridgePort Financial Solutions
Iowa
$3.73M +$2.84M +97,257 +320%
GG
492
GenWealth Group
New Jersey
$3.72M +$277K +9,492 +8%
KAS
493
KPP Advisory Services
Kentucky
$3.72M +$34.8K +1,193 +0.9%
RBWA
494
RFG - Bristol Wealth Advisors
Massachusetts
$3.69M +$147K +5,039 +4%
OSAM
495
O'Shaughnessy Asset Management
Connecticut
$3.65M -$288K -9,844 -7%
NCM
496
Northwest Capital Management
Oregon
$3.64M -$1.5M -51,438 -29%
MMCM
497
Murphy & Mullick Capital Management
New York
$3.63M +$173K +5,742 +5%
SOS
498
Silver Oak Securities
Tennessee
$3.62M -$1.37M -47,028 -27%
DE
499
Diversified Enterprises
Delaware
$3.58M -$153K -5,228 -4%
AA
500
Aire Advisors
California
$3.57M +$418K +14,307 +13%
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