SCHG icon

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 %
LF
851
LifeSteps Financial
California
$710K -$54.5K -1,866 -7%
HCWM
852
Hidden Cove Wealth Management
Washington
$710K +$39.1K +1,340 +6%
GWMR
853
GC Wealth Management RIA
Massachusetts
$707K +$149K +5,102 +27%
ACA
854
Aspire Capital Advisors
Washington
$704K -$982K -33,609 -58%
GI
855
GS Investments
Minnesota
$703K -$161K -5,520 -19%
PWAM
856
Private Wealth Asset Management
Iowa
$699K +$16.7K +573 +2%
ANTB
857
AMG National Trust Bank
Colorado
$692K +$309K +10,582 +81%
WAG
858
Windsor Advisory Group
Ohio
$691K -$163K -5,576 -19%
GKWIM
859
Gerber Kawasaki Wealth & Investment Management
California
$686K -$108K -3,703 -14%
IA
860
Insight Advisors
Pennsylvania
$685K -$282K -9,653 -29%
SWP
861
Sagespring Wealth Partners
Tennessee
$685K -$25.5K -872 -4%
TC
862
TownSquare Capital
Utah
$680K -$7.2M -246,436 -91%
RA
863
Resolute Advisors
California
$678K +$643 +22 +0.1%
PWA
864
Peterson Wealth Advisors
Utah
$675K -$3.94K -135 -0.6%
AAS
865
Annex Advisory Services
Wisconsin
$669K -$20.1K -687 -3%
WWA
866
Wisconsin Wealth Advisors
Wisconsin
$666K +$666K +22,799 New
PIMG
867
Patriot Investment Management Group
Tennessee
$663K +$12.4K +424 +2%
VWM
868
Vermillion Wealth Management
Minnesota
$662K +$66.1K +2,263 +11%
PCA
869
Prosperity Capital Advisors
Ohio
$662K +$385K +13,164 +139%
CA
870
Continuum Advisory
Idaho
$660K +$174K +5,960 +36%
SIAG
871
Safeguard Investment Advisory Group
California
$660K +$660K +22,590 New
SFC
872
SYM Financial Corp
Indiana
$659K – – –
ATPW
873
Ashton Thomas Private Wealth
Arizona
$657K +$60.7K +2,079 +10%
LRPA
874
L. Roy Papp & Associates
Arizona
$655K -$15.2K -520 -2%
SWGC
875
Summit Wealth Group (Colorado)
Colorado
$653K +$653K +22,366 New
33 34
35
36 37