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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,432 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, 450 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
+76
Holders Change %
+5.6%
% of All Funds
19.2%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
160
Increased
636
Reduced
450
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 %
BC
51
Brio Consultants
California
$65.8M -$603K -20,645 -0.9%
MCM
52
MAI Capital Management
Ohio
$65.8M +$27.8K +952 +0%
Stifel Financial
53
Stifel Financial
Missouri
$62.1M -$5.32M -182,181 -8%
KAS
54
Kestra Advisory Services
Texas
$61.6M -$7.6M -260,308 -11%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61.2M -$947K -32,430 -2%
AWM
56
Angeles Wealth Management
California
$61M -$16.9M -578,288 -22%
UBS Group
57
UBS Group
Switzerland
$60.9M +$8.12M +277,849 +15%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$60.7M +$551K +18,849 +0.9%
UCFA
59
United Capital Financial Advisors
Texas
$59.1M -$5.05M -172,890 -8%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$59M +$44.1M +1,510,579 +296%
FMP
61
Financial Management Professionals
Texas
$58M +$2.43M +83,292 +4%
VWA
62
Visionary Wealth Advisors
Illinois
$58M +$2.58M +88,256 +5%
NFG
63
Nadler Financial Group
Illinois
$56.7M +$1.49M +50,947 +3%
MFG
64
Merit Financial Group
Georgia
$56M +$31.9M +1,090,799 +132%
Creative Planning
65
Creative Planning
Kansas
$54.7M -$216K -7,411 -0.4%
KLI
66
Kelman-Lazarov Inc
Tennessee
$54.6M +$1.18M +40,523 +2%
MSFS
67
Main Street Financial Solutions
Pennsylvania
$54.1M +$3.67M +125,638 +7%
GAM
68
Gemmer Asset Management
California
$53.6M +$186K +6,378 +0.3%
AFG
69
Atomi Financial Group
New York
$53.5M +$11M +376,970 +26%
NCMW
70
Northern Capital Management (Washington)
Washington
$52.8M -$953K -32,637 -2%
PCIA
71
Prime Capital Investment Advisors
Kansas
$52.2M -$29M -993,143 -36%
HWM
72
HB Wealth Management
Georgia
$52M +$5.94M +203,272 +13%
CWA
73
Cornerstone Wealth Advisors
Minnesota
$51M +$110K +3,771 +0.2%
BAM
74
Belpointe Asset Management
Nevada
$50.4M +$17M +582,673 +51%
BFS
75
Burkett Financial Services
South Carolina
$49.8M +$876K +29,976 +2%
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