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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 %
KFP
501
KMG Fiduciary Partners
Ohio
$3.55M +$357K +12,218 +11%
Northern Trust
502
Northern Trust
Illinois
$3.42M -$175K -5,977 -5%
JGCM
503
Joseph Group Capital Management
Ohio
$3.4M +$1.55K +53 +0%
CRC
504
Curi RMB Capital
Illinois
$3.4M +$344K +11,788 +11%
BFM
505
Broadview Financial Management
Wisconsin
$3.39M -$18.5K -634 -0.5%
IAA
506
Independent Advisor Alliance
North Carolina
$3.39M -$163K -5,570 -5%
CJH
507
Christopher J. Hasenberg
Wisconsin
$3.39M -$3.59M -122,879 -51%
LWM
508
Latko Wealth Management
Illinois
$3.36M +$306K +10,469 +10%
D.E. Shaw & Co
509
D.E. Shaw & Co
New York
$3.35M +$1.94M +66,471 +138%
B
510
Bensler
Washington
$3.33M -$440K -15,058 -12%
LIA
511
LifePlan Investment Advisors
North Carolina
$3.32M -$32.1K -1,098 -1%
HWM
512
Heirloom Wealth Management
Colorado
$3.32M +$73.6K +2,518 +2%
TYCC
513
Texas Yale Capital Corp
Florida
$3.29M -$544K -18,630 -14%
TWP
514
Tempus Wealth Planning
California
$3.26M +$164K +5,601 +5%
WFS
515
WealthGarden F.S.
California
$3.23M +$536K +17,751 +20%
EWM
516
Empirical Wealth Management
Washington
$3.21M +$854K +29,231 +36%
BAMG
517
Brand Asset Management Group
Missouri
$3.21M +$180K +6,164 +6%
Janney Montgomery Scott
518
Janney Montgomery Scott
Pennsylvania
$3.2M -$77.6K -2,658 -2%
FA
519
FC Advisory
Pennsylvania
$3.2M +$657K +22,509 +26%
HFA
520
Hershey Financial Advisers
Pennsylvania
$3.2M +$3.2M +109,426 New
S
521
SignatureFD
Georgia
$3.18M -$4.24K -145 -0.1%
SCA
522
STALEY CAPITAL ADVISERS
Pennsylvania
$3.17M – – –
PFBT
523
Parkside Financial Bank & Trust
Missouri
$3.15M +$890K +30,468 +39%
AC
524
Avestar Capital
New York
$3.15M -$1.55M -53,181 -33%
FVWA
525
Foster Victor Wealth Advisors
South Carolina
$3.12M -$270K -9,175 -8%
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