SCHG icon

Schwab US Large-Cap Growth ETF

1,477 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 628 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,477
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPL
801
Smart Portfolios LLC
Washington
$924K
OFS
802
OMC Financial Services
New York
$917K
FIM
803
Freedom Investment Management
Connecticut
$915K
MWM
804
Moran Wealth Management
Florida
$914K
EL
805
Essex LLC
Illinois
$909K
JWS
806
Juncture Wealth Strategies
Arizona
$905K
WPW
807
Watershed Private Wealth
Illinois
$903K
SFG
808
Sovereign Financial Group
Connecticut
$901K
OAJ
809
Ogorek Anthony Joseph
New York
$900K
NAMNJ
810
NorthStar Asset Management (New Jersey)
New Jersey
$894K
HWA
811
Hilltop Wealth Advisors
North Carolina
$889K
CE
812
Cornerstone Enterprises
Wisconsin
$887K
RPGNY
813
Retirement Planning Group (New York)
New York
$885K
TA
814
TFB Advisors
Kansas
$881K
BOSSRA
815
B.O.S.S. Retirement Advisors
Utah
$877K
TCWM
816
Total Clarity Wealth Management
Illinois
$872K
GA
817
Goldstein Advisors
Wisconsin
$869K
GEM
818
Global Endowment Management
North Carolina
$869K
SWM
819
SpringVest Wealth Management
Texas
$865K
SFS
820
Summit Financial Strategies
Ohio
$857K
CCC
821
Compass Capital Corp
Massachusetts
$856K
DBIA
822
Dumont & Blake Investment Advisors
New Jersey
$855K
CIR
823
Clear Investment Research
Georgia
$855K
RFA
824
Resurgent Financial Advisors
Georgia
$852K
AOWM
825
Alpha Omega Wealth Management
Virginia
$850K