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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 %
TIAA Trust, National Association
676
TIAA Trust, National Association
North Carolina
$1.51M -$24.2K -829 -2%
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$1.49M +$113K +3,868 +8%
PFS
678
Prospect Financial Services
New York
$1.49M +$1.17M +39,952 +361%
AMCA
679
Arthur M. Cohen & Associates
Illinois
$1.48M – – –
KF
680
K2 Financial
California
$1.47M +$2K +68 +0.1%
AWM
681
Arista Wealth Management
Nevada
$1.47M +$1.22M +41,790 +485%
KJWM
682
Kiley Juergens Wealth Management
Washington
$1.45M +$332K +11,369 +30%
SWM
683
Sculati Wealth Management
Michigan
$1.45M -$489K -16,746 -25%
SNBOSD
684
Security National Bank of So Dak
Iowa
$1.45M – – –
IF
685
Integrity Financial
Wyoming
$1.45M +$468K +16,020 +48%
MA
686
Modus Advisors
Minnesota
$1.45M -$4.88K -167 -0.3%
OAS
687
Optivise Advisory Services
Tennessee
$1.45M +$18.4K +631 +1%
AIM
688
Avity Investment Management
Connecticut
$1.44M -$6.86K -235 -0.5%
CCM
689
Cloud Capital Management
Washington
$1.43M +$724K +24,047 +102%
GSEP
690
Golden State Equity Partners
California
$1.43M +$63.6K +2,179 +5%
CAL
691
Capital Analysts LLC
Pennsylvania
$1.43M -$3.48K -119 -0.2%
WCM
692
Whitener Capital Management
North Carolina
$1.41M +$200K +6,839 +16%
AIM
693
Advyzon Investment Management
Illinois
$1.41M +$1.18M +40,495 +510%
KP
694
Keel Point
Alabama
$1.41M +$321 +11 +0%
JCFM
695
JBR Co Financial Management
Oklahoma
$1.41M -$285K -9,756 -17%
FSA
696
Fort Sheridan Advisors
Illinois
$1.41M +$388K +13,286 +38%
WWA
697
WCG Wealth Advisors
Nevada
$1.39M +$140K +4,791 +11%
FA
698
Freestate Advisors
Kansas
$1.39M +$1.39M +47,647 New
MFA
699
Millington Financial Advisors
Illinois
$1.39M -$410K -13,684 -23%
VCP
700
Verus Capital Partners
Arizona
$1.39M +$437K +14,967 +46%
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