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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 %
MAM
726
Marotta Asset Management
Virginia
$1.21M +$865K +29,618 +248%
GC
727
Gilbert & Cook
Iowa
$1.21M – – –
IWP
728
Insight Wealth Partners
Texas
$1.2M -$17.4K -595 -1%
RFN
729
RDA Financial Network
Iowa
$1.2M +$188K +6,452 +19%
LWM
730
LongView Wealth Management
Georgia
$1.19M -$4.13M -141,455 -78%
AC
731
Apella Capital
Connecticut
$1.19M +$8.76K +300 +0.7%
WIC
732
Woodmont Investment Counsel
Tennessee
$1.18M +$43.1K +1,475 +4%
CWG
733
Cornerstone Wealth Group
North Carolina
$1.17M +$35.3K +1,209 +3%
SIS
734
Strategic Investment Solutions
Illinois
$1.13M -$17.3K -593 -2%
KIA
735
KCM Investment Advisors
California
$1.12M +$204K +6,973 +22%
AMG
736
Asset Management Group
Connecticut
$1.12M +$1.08K +37 +0.1%
CS
737
Capital Square
Tennessee
$1.12M -$153K -5,216 -12%
SP
738
Stonebrook Private
Michigan
$1.11M +$194K +6,639 +21%
PCM
739
Pennsylvania Capital Management
Pennsylvania
$1.1M +$15.7K +536 +1%
NW
740
NewEdge Wealth
Pennsylvania
$1.09M +$8.42K +279 +0.8%
CCM
741
Colorado Capital Management
Colorado
$1.09M +$139K +4,748 +15%
SFG
742
Sunburst Financial Group
Alabama
$1.09M -$1.43K -49 -0.1%
EWM
743
Evercore Wealth Management
New York
$1.08M – – –
CFB
744
Cullen/Frost Bankers
Texas
$1.08M +$906 +31 +0.1%
CAM
745
Cozad Asset Management
Illinois
$1.07M – – –
CCA
746
Clearwater Capital Advisors
Illinois
$1.07M -$53K -1,815 -5%
BCP
747
Blackhawk Capital Partners
Wisconsin
$1.07M -$453K -15,494 -30%
SWM
748
Stark Wealth Management
Pennsylvania
$1.06M +$1.06M +37,163 New
HC
749
Hoese & Co
Minnesota
$1.06M -$106K -3,630 -9%
DWM
750
DecisionMap Wealth Management
Virginia
$1.06M -$13.6K -465 -1%
28 29
30
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