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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
19.2%
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 %
MCWS
576
McKinley Carter Wealth Services
West Virginia
$2.37M +$1.72M +58,943 +265%
NHT
577
New Hampshire Trust
New Hampshire
$2.34M +$575K +19,669 +33%
ACG
578
Allen Capital Group
Nebraska
$2.33M +$155K +5,320 +7%
PL
579
Plancorp LLC
Missouri
$2.33M +$117 +4 +0%
WC
580
Waterloo Capital
Texas
$2.31M -$327K -11,211 -12%
SAM
581
Secure Asset Management
Michigan
$2.3M +$2.03M +69,363 +738%
FPL
582
Fortress Private Ledger
North Carolina
$2.27M +$109K +3,748 +5%
PFA
583
Petra Financial Advisors
Colorado
$2.27M +$884K +30,263 +64%
AA
584
Apriem Advisors
California
$2.26M +$37.1K +1,271 +2%
MWP
585
Madison Wealth Partners
Wisconsin
$2.22M -$313K -10,712 -12%
SA
586
Strategic Advisors
New York
$2.22M -$29.1K -997 -1%
RSWA
587
Robinson Smith Wealth Advisors
Maine
$2.22M -$135K -4,619 -6%
SA
588
Strategic Advocates
Utah
$2.21M -$20.2K -690 -0.9%
HSA
589
HBK Sorce Advisory
Pennsylvania
$2.2M -$140K -4,798 -6%
BRWA
590
B. Riley Wealth Advisors
Florida
$2.2M +$2.2M +75,152 New
MFG
591
Midwest Financial Group
Kansas
$2.19M +$60.3K +2,064 +3%
CHA
592
Cooper/Haims Advisors
New York
$2.18M -$5.81K -199 -0.3%
DSC
593
Duncker Streett & Co
Missouri
$2.18M +$146 +5 +0%
MF
594
Montis Financial
Massachusetts
$2.17M -$39.7K -1,359 -2%
RWM
595
Reston Wealth Management
Virginia
$2.17M +$141K +4,814 +7%
AGC
596
Aspen Grove Capital
Colorado
$2.17M +$29 +1 +0%
ONB
597
Old National Bancorp
Indiana
$2.16M -$92.8K -3,176 -4%
AP
598
Appleton Partners
Massachusetts
$2.16M -$31.1K -1,065 -1%
CM
599
Columbus Macro
Pennsylvania
$2.14M +$203K +6,964 +10%
BA
600
Bristlecone Advisors
Washington
$2.14M +$759 +26 +0%
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