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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 %
VFIC
601
Valley Forge Investment Consultants
Pennsylvania
$2.14M -$24K -821 -1%
MC
602
Moors & Cabot
Massachusetts
$2.14M +$2.14M +73,191 New
QWM
603
Quadcap Wealth Management
Texas
$2.14M +$211K +7,236 +11%
RWRC
604
R.W. Roge & Company
New York
$2.13M -$115K -3,933 -5%
GM
605
GeoWealth Management
Illinois
$2.13M +$394K +13,498 +23%
TC
606
Tenret Company
Florida
$2.12M – – –
RSWM
607
Robertson Stephens Wealth Management
California
$2.11M -$12.9M -441,486 -86%
BFA
608
Beaumont Financial Advisors
Massachusetts
$2.1M -$4.09K -140 -0.2%
MAM
609
Milestone Asset Management
Pennsylvania
$2.1M -$1.95M -66,916 -48%
CWM
610
Cornerstone Wealth Management
Missouri
$2.1M -$123K -4,227 -6%
NWAG
611
Net Worth Advisory Group
Utah
$2.08M +$2.08M +71,270 New
MC
612
McCarthy & Cox
Ohio
$2.07M +$1.75M +60,052 +556%
BBPWM
613
Blue Bell Private Wealth Management
Pennsylvania
$2.06M -$3.86K -132 -0.2%
CIAS
614
Capital Investment Advisory Services
North Carolina
$2.05M -$79.5K -2,723 -4%
SNWA
615
Siligmueller & Norvid Wealth Advisors
Illinois
$2.02M -$115K -3,874 -5%
MFF
616
Michels Family Financial
Texas
$2.01M +$54.4K +1,863 +3%
BPW
617
BLVD Private Wealth
Kentucky
$2M +$2M +68,415 New
CTA
618
Chesley Taft & Associates
Illinois
$1.99M -$35.1K -1,200 -2%
SIAG
619
Signet Investment Advisory Group
Rhode Island
$1.99M -$36.7K -1,257 -2%
AWE
620
Avidian Wealth Enterprises
Texas
$1.98M -$78.1K -2,673 -4%
WPC
621
Wedmont Private Capital
Pennsylvania
$1.97M +$11.4K +387 +0.6%
CS
622
Crescent Sterling
Louisiana
$1.94M +$20.9K +714 +1%
Natixis Advisors
623
Natixis Advisors
Massachusetts
$1.91M -$91.1K -3,120 -5%
WP
624
Westmount Partners
California
$1.89M +$1.3M +44,508 +221%
PNC Financial Services Group
625
PNC Financial Services Group
Pennsylvania
$1.89M +$68.6K +2,347 +4%
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