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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 %
DWM
701
Destination Wealth Management
California
$1.39M -$53.6K -1,835 -4%
KCM
702
Kathmere Capital Management
Pennsylvania
$1.38M +$72.9K +2,495 +6%
AAA
703
Adams Asset Advisors
Texas
$1.36M +$1.36M +46,573 New
PCMN
704
Paradigm Capital Management (Nevada)
Nevada
$1.35M +$36.7K +1,256 +3%
AWM
705
Axxcess Wealth Management
California
$1.35M +$709K +24,274 +111%
SFC
706
Strategic Financial Concepts
Texas
$1.35M +$594K +20,343 +79%
AI
707
Accredited Investors
Minnesota
$1.34M +$29 +1 +0%
AOWM
708
Alpha Omega Wealth Management
Virginia
$1.32M +$508K +17,398 +62%
Fisher Asset Management
709
Fisher Asset Management
Washington
$1.3M +$240K +8,223 +23%
HWA
710
HMV Wealth Advisors
Louisiana
$1.29M -$697K -23,871 -35%
SFG
711
SevenBridge Financial Group
Pennsylvania
$1.29M +$145K +4,737 +13%
AWM
712
Aprio Wealth Management
Georgia
$1.28M +$179K +6,117 +16%
TWCA
713
Two West Capital Advisors
Kansas
$1.28M +$91.4K +3,027 +8%
BlackRock
714
BlackRock
New York
$1.27M +$697K +23,876 +121%
FWP
715
Forefront Wealth Partners
Texas
$1.27M +$505K +18,125 +66%
TA
716
TrueWealth Advisors
Alabama
$1.27M -$14.5K -496 -1%
GAA
717
Guardian Asset Advisors
Pennsylvania
$1.26M -$19.6K -670 -2%
FC
718
Fusion Capital
South Carolina
$1.26M +$467 +16 +0%
BFA
719
Beacon Financial Advisory
Ohio
$1.25M -$204K -6,996 -14%
OFO
720
OneAscent Family Office
Alabama
$1.25M +$150K +5,131 +14%
RFN
721
Redwood Financial Network
Ohio
$1.24M +$14.5K +496 +1%
VA
722
VestGen Advisors
Illinois
$1.24M – – –
VA
723
Valmark Advisers
Ohio
$1.24M -$95.1K -3,257 -7%
BSCCG
724
Blue Sky Capital Consultants Group
California
$1.23M +$8K +274 +0.7%
CCFM
725
Clear Creek Financial Management
Washington
$1.22M +$947K +32,423 +349%
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