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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
19.2%
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 %
SI
801
Stephens Inc
Arkansas
$851K +$54.4K +1,864 +7%
CCA
802
Clarity Capital Advisors
Florida
$848K +$146 +5 +0%
OAJ
803
Ogorek Anthony Joseph
New York
$846K -$3.77K -129 -0.4%
EHC
804
Everett Harris & Co
California
$845K – – –
OFS
805
OMC Financial Services
New York
$841K -$1.99K -68 -0.2%
WPW
806
Watershed Private Wealth
Illinois
$832K -$6.81K -233 -0.8%
EW
807
Element Wealth
Mississippi
$827K – – –
NAMNJ
808
NorthStar Asset Management (New Jersey)
New Jersey
$820K +$701 +24 +0.1%
TWA
809
TCI Wealth Advisors
Arizona
$818K – – –
CIR
810
Clear Investment Research
Georgia
$818K -$12.5K -428 -2%
HWA
811
Hilltop Wealth Advisors
North Carolina
$815K -$31.7K -1,086 -4%
MW
812
Maia Wealth
Colorado
$801K -$59.4K -2,032 -7%
IWN
813
Independent Wealth Network
Iowa
$800K +$15.1K +518 +2%
CAI
814
Capital Advisors Inc
Oklahoma
$797K +$61.7K +2,114 +8%
GEM
815
Global Endowment Management
North Carolina
$796K +$796K +27,260 New
GA
816
Goldstein Advisors
Wisconsin
$795K -$5.52K -189 -0.7%
CCC
817
Compass Capital Corp
Massachusetts
$793K -$107K -3,522 -12%
SWM
818
SpringVest Wealth Management
Texas
$792K -$70.1K -2,400 -8%
LJAC
819
L.J. Altfest & Co
New York
$789K -$20.5K -702 -3%
JWS
820
Juncture Wealth Strategies
Arizona
$787K +$787K +26,926 New
ABC
821
Associated Banc-Corp
Wisconsin
$786K +$24.4K +836 +3%
IAIM
822
International Assets Investment Management
Florida
$785K +$189K +6,454 +32%
SFS
823
Summit Financial Strategies
Ohio
$784K -$65.2K -2,232 -8%
GC
824
Grimes & Company
Massachusetts
$777K +$54.7K +1,871 +8%
NB
825
NBT Bank
New York
$775K -$9.21K -315 -1%
31 32
33
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