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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 %
MCM
651
MidAtlantic Capital Management
Virginia
$1.71M +$186K +6,381 +12%
GWWM
652
Great Waters Wealth Management
Minnesota
$1.71M -$80.8K -2,765 -5%
FC
653
Financial Consulate
Maryland
$1.7M +$964 +33 +0.1%
NEWAS
654
N.E.W. Advisory Services
Wisconsin
$1.7M -$11.9M -408,923 -88%
B
655
Bailard
California
$1.69M -$152K -5,200 -8%
IRC
656
Investors Research Corp
Georgia
$1.69M +$133K +4,550 +9%
BIG
657
Brookwood Investment Group
Arizona
$1.67M -$207K -7,091 -11%
SCP
658
Stevens Capital Partners
Nebraska
$1.67M +$1.67M +55,349 New
YLHM
659
Yelin Lapidot Holdings Management
Israel
$1.67M – – –
RIS
660
Retirement Income Solutions
Michigan
$1.64M -$36.1K -1,236 -2%
Brown Advisory
661
Brown Advisory
Maryland
$1.64M +$104K +3,570 +7%
CIC
662
Carnegie Investment Counsel
Ohio
$1.6M +$1.13M +38,749 +241%
HA
663
Herold Advisors
New York
$1.59M -$403K -13,805 -20%
KFGK
664
Keystone Financial Group (Kentucky)
Kentucky
$1.59M -$239K -8,198 -13%
CAWM
665
Capital Advisors Wealth Management
Washington
$1.59M +$95.8K +3,280 +6%
SQA
666
Simon Quick Advisors
New Jersey
$1.59M -$10.7K -366 -0.7%
HWA
667
Heritage Wealth Architects
Minnesota
$1.57M +$1.57M +53,918 New
JWM
668
JFG Wealth Management
Colorado
$1.56M +$55.4K +1,895 +4%
SWM
669
Segment Wealth Management
Texas
$1.55M -$5.32K -182 -0.3%
TNA
670
True North Advisors
Texas
$1.54M -$86.5K -2,960 -5%
SAG
671
SageView Advisory Group
California
$1.53M +$23.8K +786 +2%
AIM
672
AMI Investment Management
Indiana
$1.53M -$28.5K -976 -2%
FCB
673
First County Bank
Connecticut
$1.53M +$346K +11,840 +29%
SC
674
SouthState Corp
Florida
$1.53M -$157K -5,364 -9%
OFG
675
Oxford Financial Group
Indiana
$1.51M +$29 +1 +0%
25 26
27
28 29