SCHG icon

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 %
MC
626
Montag & Caldwell
Georgia
$1.87M – – –
TA
627
Tactive Advisors
Florida
$1.87M +$1.87M +63,902 New
IAP
628
Indie Asset Partners
Indiana
$1.86M -$217K -7,418 -10%
JIR
629
James Investment Research
Ohio
$1.86M +$143K +4,896 +8%
JWBC
630
John W. Brooker & Co
California
$1.86M -$6.67M -226,678 -78%
SA
631
Stewardship Advisors
Pennsylvania
$1.86M +$127K +4,337 +7%
GHA
632
GW Henssler & Associates
Georgia
$1.85M -$319K -10,917 -15%
PPC
633
Park Place Capital
Alabama
$1.85M -$348K -12,017 -16%
SWM
634
Spire Wealth Management
Virginia
$1.85M +$198K +6,795 +12%
PWMG
635
Prestige Wealth Management Group
New Jersey
$1.85M -$89.2K -3,053 -5%
GS
636
GWN Securities
Florida
$1.83M +$265K +9,062 +17%
CIA
637
Capital Investment Advisors
Georgia
$1.83M +$378K +12,943 +26%
CFO
638
Custos Family Office
Texas
$1.8M +$1.72K +59 +0.1%
NEPWA
639
New England Private Wealth Advisors
Massachusetts
$1.8M -$50.8K -1,679 -3%
S
640
Sachetta
Massachusetts
$1.79M -$34.7K -1,188 -2%
SEIA
641
Signature Estate & Investment Advisors
California
$1.78M +$438K +14,987 +33%
IA
642
IFG Advisory
Georgia
$1.77M +$468K +16,008 +36%
RI
643
Rinkey Investments
California
$1.76M +$1.44M +49,365 +451%
AWP
644
Atlas Wealth Partners
Pennsylvania
$1.76M +$33.3K +1,139 +2%
AC
645
AlphaCore Capital
California
$1.75M +$660K +22,602 +61%
AA
646
Ancora Advisors
Ohio
$1.75M +$122K +4,177 +8%
SFC
647
Sprinkle Financial Consultants
Colorado
$1.74M -$1.73M -59,174 -50%
CFP
648
Comprehensive Financial Planning
Pennsylvania
$1.72M +$1.61K +55 +0.1%
BWM
649
BCS Wealth Management
Tennessee
$1.72M +$501K +17,137 +41%
Comerica Bank
650
Comerica Bank
Texas
$1.71M +$127K +4,353 +8%
24 25
26
27 28