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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,424 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 158 funds opening new positions, 633 increasing their positions, 447 reducing their positions, and 55 closing their positions.

Holders
1,424
Holders Change
+68
Holders Change %
+5.01%
% of All Funds
19.12%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
158
Increased
633
Reduced
447
Closed
55
Calls
$6.89M
Puts
$567K
Net Calls
+$6.33M
Net Calls Change
+$3.05M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$958M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.61B
3
RWM
3
RMG Wealth Management
Wisconsin
$143M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.34B
5
LPL Financial
5
LPL Financial
California
$814M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$401M
2
Lido Advisors
2
Lido Advisors
California
$15.2M
3
FCI
3
Financial Counselors Inc
Kansas
$21.7M
4
OIA
4
OneDigital Investment Advisors
Kansas
$212M
5
BDWCC
5
B&D White Capital Company
Texas
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
51
Brio Consultants
California
$65.8M 2,252,676 -20,645 -0.9%
MCM
52
MAI Capital Management
Ohio
$65.8M 2,252,000 +952 +0%
Stifel Financial
53
Stifel Financial
Missouri
$62.1M 2,124,997 -182,181 -8%
KAS
54
Kestra Advisory Services
Texas
$61.6M 2,109,063 -260,308 -11%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61.2M 2,095,181 -32,430 -2%
AWM
56
Angeles Wealth Management
California
$61M 2,087,707 -578,288 -22%
UBS Group
57
UBS Group
Switzerland
$60.9M 2,085,902 +277,849 +15%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$60.7M 2,076,826 +18,849 +0.9%
UCFA
59
United Capital Financial Advisors
Texas
$59.1M 2,023,549 -172,890 -8%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$59M 2,020,286 +1,510,579 +296%
FMP
61
Financial Management Professionals
Texas
$58M 1,985,739 +83,292 +4%
VWA
62
Visionary Wealth Advisors
Illinois
$58M 1,984,470 +88,256 +5%
NFG
63
Nadler Financial Group
Illinois
$56.7M 1,942,809 +50,947 +3%
MFG
64
Merit Financial Group
Georgia
$56M 1,916,661 +1,090,799 +132%
Creative Planning
65
Creative Planning
Kansas
$54.7M 1,874,072 -7,411 -0.4%
KLI
66
Kelman-Lazarov Inc
Tennessee
$54.6M 1,867,657 +40,523 +2%
MSFS
67
Main Street Financial Solutions
Pennsylvania
$54.1M 1,851,661 +125,638 +7%
GAM
68
Gemmer Asset Management
California
$53.6M 1,834,662 +6,378 +0.3%
AFG
69
Atomi Financial Group
New York
$53.5M 1,831,771 +376,970 +26%
NCMW
70
Northern Capital Management (Washington)
Washington
$52.8M 1,806,661 -32,637 -2%
PCIA
71
Prime Capital Investment Advisors
Kansas
$52.2M 1,787,599 -993,143 -36%
HWM
72
HB Wealth Management
Georgia
$52M 1,779,473 +203,272 +13%
CWA
73
Cornerstone Wealth Advisors
Minnesota
$51M 1,746,511 +3,771 +0.2%
BAM
74
Belpointe Asset Management
Nevada
$50.4M 1,725,277 +582,673 +51%
BFS
75
Burkett Financial Services
South Carolina
$49.8M 1,705,702 +29,976 +2%
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