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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 %
PCI
776
Planning Center Inc
Illinois
$950K -$77.7K -2,659 -8%
OWM
777
OneAscent Wealth Management
Alabama
$940K +$252K +8,623 +37%
EFP
778
Elser Financial Planning
Indiana
$938K +$319K +10,928 +52%
SFG
779
Sovereign Financial Group
Connecticut
$931K +$16.8K +575 +2%
CA
780
CGN Advisors
Kansas
$915K +$67.1K +2,296 +8%
HW
781
Hancock Whitney
Mississippi
$909K +$909K +31,108 New
EL
782
Essex LLC
Illinois
$908K -$43K -1,472 -5%
DWT
783
Dorsey & Whitney Trust
South Dakota
$907K – – –
LWA
784
Lantern Wealth Advisors
New York
$905K +$905K +30,982 New
FAG
785
Fortitude Advisory Group
Washington
$905K +$15.9K +543 +2%
OP
786
ORG Partners
Indiana
$904K -$208K -7,203 -19%
MTIC
787
Missouri Trust & Investment Company
Missouri
$896K – – –
CAP
788
Columbia Advisory Partners
Washington
$889K -$866K -29,653 -49%
BWA
789
Burt Wealth Advisors
Maryland
$884K -$19.5K -666 -2%
WA
790
Wealth Architects
California
$874K – – –
BC
791
Bulwark Capital
Florida
$874K +$874K +29,908 New
VFPW
792
Vantage Financial Partners (Wisconsin)
Wisconsin
$873K – – –
CWM
793
Castle Wealth Management
Florida
$873K – – –
SPL
794
Smart Portfolios LLC
Washington
$868K +$4.38K +150 +0.5%
TCWM
795
Total Clarity Wealth Management
Illinois
$859K +$859K +29,421 New
QP
796
Quartz Partners
New York
$859K +$172K +5,878 +25%
BAM
797
Bellevue Asset Management
Washington
$857K +$7.6K +260 +0.9%
GS
798
GTS Securities
New York
$855K +$855K +29,261 New
APW
799
Aurora Private Wealth
New Jersey
$854K -$10.9K -372 -1%
AG
800
Ascent Group
Virginia
$854K +$854K +29,229 New
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