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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 %
PIA
901
Pinion Investment Advisors
Kansas
$620K -$551K -18,847 -47%
SIA
902
SeaBridge Investment Advisors
New Jersey
$619K +$351 +12 +0.1%
SA
903
SRH Advisors
Kansas
$618K – – –
HT
904
Headlands Technologies
Illinois
$617K +$206K +7,053 +50%
S
905
Sunpointe
Missouri
$614K +$614K +21,028 New
OL
906
Owen LaRue
Kentucky
$611K +$21.7K +744 +4%
FHC
907
First Heartland Consultants
Missouri
$609K +$33.9K +1,161 +6%
GLA
908
Good Life Advisors
Pennsylvania
$606K +$11.6K +396 +2%
AO
909
Advisor OS
Illinois
$604K +$17.4K +597 +3%
SW
910
SVB Wealth
Massachusetts
$593K +$593K +20,309 New
HH
911
Hilltop Holdings
Texas
$592K +$19.1K +655 +3%
BAWC
912
Boyce & Associates Wealth Consulting
Texas
$591K +$22.4K +767 +4%
PP
913
Patten & Patten
Tennessee
$590K +$23.7K +812 +4%
RFP
914
Root Financial Partners
California
$583K +$583K +19,963 New
VAS
915
Valicenti Advisory Services
New York
$579K -$12K -410 -2%
VCWA
916
Vanguard Capital Wealth Advisors
Colorado
$578K -$200K -6,834 -26%
SC
917
Scotia Capital
Ontario, Canada
$578K – – –
BDFN
918
Bond & Devick Financial Network
Minnesota
$576K – – –
SOWAS
919
Silver Oak Wealth Advisors Services
California
$575K – – –
CPSAC
920
Chas P. Smith & Associates (CPS)
Florida
$573K – – –
SAM
921
Smartleaf Asset Management
Massachusetts
$570K -$138K -4,765 -20%
FHA
922
Flagship Harbor Advisors
Massachusetts
$567K +$526 +18 +0.1%
AWM
923
Accurate Wealth Management
Florida
$567K +$118K +4,024 +26%
LFS
924
Lutz Financial Services
Nebraska
$565K -$257K -8,802 -31%
PA
925
Parallel Advisors
California
$563K -$361K -12,366 -39%
35 36
37
38 39