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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 %
AF
751
Advisornet Financial
Minnesota
$1.04M -$162K -5,552 -13%
WP
752
Wealthspan Partners
Iowa
$1.04M +$601K +20,573 +137%
BI
753
Binnacle Investments
Iowa
$1.04M +$3.65K +125 +0.4%
ICM
754
Islay Capital Management
Texas
$1.03M +$3.65K +125 +0.4%
FFA
755
Fi3 Financial Advisors
Indiana
$1.02M – – –
HL
756
HeadInvest LLC
Maine
$1.02M -$10.2K -350 -1%
KFA
757
Kelleher Financial Advisors
New York
$1.01M – – –
STA
758
Summit Trail Advisors
New York
$1.01M +$1.01M +34,627 New
SFS
759
Sowell Financial Services
Arkansas
$1.01M -$234 -8 -0%
QPWM
760
Quadrant Private Wealth Management
Pennsylvania
$1.01M -$18.7K -641 -2%
NAS
761
NWF Advisory Services
California
$1M +$39.1K +1,339 +4%
BWA
762
Beam Wealth Advisors
Louisiana
$1M +$145K +4,957 +17%
FLA
763
Financial Life Advisors
Texas
$989K -$292 -10 -0%
CE
764
Cornerstone Enterprises
Wisconsin
$985K -$5.41M -185,085 -85%
RMA
765
Roffman Miller Associates
Pennsylvania
$983K -$7.74K -265 -0.8%
CG
766
Cynosure Group
Utah
$982K -$6.57K -225 -0.7%
BPWM
767
Badgley Phelps Wealth Managers
Washington
$974K +$3.24K +111 +0.3%
RZH
768
Relyea Zuckerberg Hanson
Connecticut
$967K +$613 +21 +0.1%
PPWM
769
Paragon Private Wealth Management
Kentucky
$966K +$165K +5,644 +21%
FEM
770
Fulcrum Equity Management
Texas
$959K +$235K +8,038 +32%
NP
771
NorthRock Partners
Minnesota
$958K -$224K -7,653 -19%
ATI
772
ARK & TLK Investments
Oklahoma
$955K – – –
MWM
773
Mission Wealth Management
California
$954K +$110K +3,781 +13%
FPF
774
First Pacific Financial
Washington
$953K -$232K -7,936 -20%
UB
775
UMB Bank
Missouri
$952K -$29.5K -1,011 -3%
29 30
31
32 33