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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 %
EAM
926
Evanson Asset Management
California
$559K -$32.5K -1,112 -5%
WIP
927
WealthCare Investment Partners
Rhode Island
$559K +$1.06K +36 +0.2%
WAT
928
Wealth Advisory Team
Kentucky
$559K +$559K +19,126 New
EWA
929
EverSource Wealth Advisors
Alabama
$556K +$269K +9,199 +93%
MAS
930
Meeder Advisory Services
Ohio
$555K -$14.2K -487 -2%
BJL
931
Brighton Jones LLC
Washington
$554K +$187K +6,406 +51%
MA
932
MONECO Advisors
Connecticut
$552K -$16.8K -575 -3%
JIP
933
Jaffetilchin Investment Partners
Florida
$551K -$20.3K -694 -4%
PGAM
934
Princeton Global Asset Management
New Jersey
$547K +$58 +2 +0%
PMFA
935
Plante Moran Financial Advisors
Michigan
$547K -$9.41K -322 -2%
SFG
936
Synergy Financial Group
California
$547K -$79.3K -2,715 -13%
FWM
937
Focused Wealth Management
New York
$544K -$292 -10 -0.1%
PTC
938
Private Trust Company
Ohio
$536K -$344K -11,782 -39%
VFG
939
Victory Financial Group
Texas
$534K +$534K +18,284 New
AIM
940
Aspen Investment Management
Michigan
$532K +$292 +10 +0.1%
CFG
941
Citizens Financial Group
Rhode Island
$531K +$88 +3 +0%
BTI
942
Blue Trust Inc
Georgia
$525K +$386K +13,220 +278%
HWM
943
Hohimer Wealth Management
Washington
$524K – – –
MFWP
944
Mosaic Family Wealth Partners
Missouri
$520K +$234 +8 +0%
DOA
945
D'Orazio & Associates
Virginia
$519K +$519K +17,777 New
KA
946
Klingman & Associates
New York
$519K -$5.29K -181 -1%
XPN
947
XY Planning Network
Montana
$519K +$13.1K +447 +3%
ZRP
948
Zynergy Retirement Planning
New Jersey
$516K -$170K -5,831 -25%
DPI
949
Diversified Portfolios Inc
Michigan
$515K -$63.8K -2,184 -11%
JPWM
950
Jamison Private Wealth Management
Georgia
$515K +$177K +6,046 +52%
36 37
38
39 40