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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 %
PJSIMP
551
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.57M +$264K +9,031 +11%
NL
552
NWAM LLC
Washington
$2.55M +$248K +8,214 +11%
WI
553
Westbourne Investments
Virginia
$2.54M +$73.1K +2,502 +3%
BWMG
554
Barnes Wealth Management Group
California
$2.54M +$34.6K +1,184 +1%
BCM
555
Becker Capital Management
Oregon
$2.54M -$86K -2,945 -3%
SWA
556
Sightline Wealth Advisors
Connecticut
$2.53M +$77.1K +2,639 +3%
TI
557
Tidal Investments
Wisconsin
$2.53M +$2.53M +86,500 New
HFA
558
Highland Financial Advisors
New Jersey
$2.52M -$1.42M -48,550 -36%
SMA
559
Sage Mountain Advisors
Georgia
$2.51M – – –
LPAM
560
Lodestar Private Asset Management
California
$2.51M +$233K +7,991 +10%
DAS
561
Diversify Advisory Services
Utah
$2.5M -$10.2K -332 -0.4%
UAG
562
United Advisor Group
Ohio
$2.49M +$1.52M +52,040 +157%
ST
563
Smithfield Trust
Pennsylvania
$2.49M +$2.49M +85,253 New
TVM
564
True Vision MN
Minnesota
$2.49M -$93.6K -3,206 -4%
CCG
565
Capital CS Group
California
$2.48M +$383K +13,122 +18%
WRPWM
566
Werba Rubin Papier Wealth Management
California
$2.48M -$20.5K -703 -0.8%
FAIM
567
Financial Advocates Investment Management
Washington
$2.45M -$819K -27,629 -25%
SCA
568
Snowden Capital Advisors
New York
$2.43M +$82.6K +2,827 +4%
PFS
569
Prospera Financial Services
Texas
$2.43M +$901K +30,859 +59%
Jane Street
570
Jane Street
New York
$2.42M +$2.42M +82,711 New
SG
571
StoneX Group
New York
$2.4M +$355K +12,159 +17%
JSL
572
JT Stratford LLC
Georgia
$2.39M +$237K +8,118 +11%
HC
573
Hurley Capital
New York
$2.38M -$3.07K -105 -0.1%
TC
574
TFR Capital
Texas
$2.38M +$92.9K +3,181 +4%
OPA
575
Old Port Advisors
Maine
$2.37M -$103K -3,521 -4%
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