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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 %
OAM
876
Oppenheimer Asset Management
New York
$653K -$8.53K -292 -1%
LWM
877
Lakeridge Wealth Management
Ohio
$651K -$46.8K -1,601 -7%
SCM
878
SOL Capital Management
Maryland
$648K +$3.8K +130 +0.6%
HBW
879
Hazlett, Burt & Watson
West Virginia
$646K +$18.4K +631 +3%
FSA
880
Financial Sense Advisors
California
$646K +$74.3K +2,543 +13%
RWM
881
RBA Wealth Management
California
$646K +$17.7K +607 +3%
RWM
882
Ritholtz Wealth Management
New York
$644K +$21.6K +741 +3%
MWM
883
MBE Wealth Management
Wisconsin
$641K +$36.6K +1,252 +6%
CIP
884
Capital Insight Partners
Arizona
$641K -$7.01K -240 -1%
FWTB
885
First Western Trust Bank
Colorado
$640K – – –
FA
886
Fortis Advisors
Pennsylvania
$640K +$85.8K +2,937 +15%
SIA
887
Soltis Investment Advisors
Utah
$640K -$3.68K -126 -0.6%
HI
888
Hoey Investments
Pennsylvania
$639K +$730 +25 +0.1%
GG
889
Greenwood Gearhart
Arkansas
$637K +$31.3K +1,072 +5%
NIWA
890
New Insight Wealth Advisors
California
$635K – – –
MSS
891
Mitchell Sinkler & Starr
Pennsylvania
$635K +$7.01K +240 +1%
CGFA
892
Colton Groome Financial Advisors
North Carolina
$630K -$25.2K -863 -4%
RFA
893
Resurgent Financial Advisors
Georgia
$629K -$243K -8,330 -28%
AFA
894
Alpha Financial Advisors
North Carolina
$628K +$94.3K +3,229 +18%
ECM
895
Evergreen Capital Management
Washington
$627K +$132K +4,512 +27%
OC
896
Oarsman Capital
Wisconsin
$627K +$5.2K +178 +0.8%
FRA
897
Front Row Advisors
California
$625K +$26.7K +913 +4%
TCM
898
Traynor Capital Management
Pennsylvania
$624K +$171K +5,904 +38%
FMII
899
Farmers & Merchants Investments Inc
Nebraska
$622K – – –
TPWM
900
Twelve Points Wealth Management
Massachusetts
$622K +$17.6K +602 +3%
34 35
36
37 38