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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 %
DBIA
826
Dumont & Blake Investment Advisors
New Jersey
$773K +$30.3K +1,036 +4%
GCA
827
Genesee Capital Advisors
New York
$771K +$730 +25 +0.1%
EA
828
Ergawealth Advisors
Illinois
$771K +$295K +10,085 +62%
WFA
829
WMG Financial Advisors
Tennessee
$771K +$71.4K +2,443 +10%
Members Trust
830
Members Trust
Florida
$769K – – –
HF
831
HRT Financial
New York
$763K -$4.02M -137,631 -84%
JC
832
Jentner Corp
Ohio
$762K -$22.8K -781 -3%
TPBG
833
Turning Point Benefit Group
Maryland
$762K +$135K +4,616 +22%
FWCM
834
Ferguson Wellman Capital Management
Oregon
$760K – – –
PA
835
Pinnacle Associates
New York
$760K +$355K +12,167 +88%
CAM
836
Costello Asset Management
Pennsylvania
$750K +$13.7K +468 +2%
TA
837
TFB Advisors
Kansas
$750K +$28.8K +987 +4%
FA
838
FSA Advisors
Michigan
$749K -$739K -25,307 -50%
PIN
839
Prudent Investors Network
California
$748K – – –
RA
840
Ruggaard & Associates
Ohio
$743K +$4.53K +155 +0.6%
CSIC
841
Clifford Swan Investment Counsel
California
$738K – – –
SAM
842
Silvercrest Asset Management
New York
$736K -$34.7K -1,187 -4%
RPGNY
843
Retirement Planning Group (New York)
New York
$732K +$28.5K +975 +4%
CGA
844
Crescent Grove Advisors
Illinois
$729K +$613 +21 +0.1%
PFA
845
Pure Financial Advisors
California
$727K -$79.4K -2,718 -10%
OWMIAS
846
One Wealth Management Investment & Advisory Services
Florida
$725K +$5.43K +186 +0.8%
LFA
847
Legend Financial Advisors
Pennsylvania
$718K -$20K -686 -3%
LAIC
848
Lederer & Associates Investment Counsel
California
$716K -$7.07K -242 -1%
WP
849
WealthPLAN Partners
Nebraska
$714K -$6.34K -217 -0.9%
CB
850
Commerce Bank
Missouri
$712K -$567K -19,410 -44%
32 33
34
35 36