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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 %
IWA
951
IVC Wealth Advisors
Pennsylvania
$513K -$28.5K -974 -5%
AC
952
Annandale Capital
Texas
$510K +$496 +17 +0.1%
CWM
953
Cabot Wealth Management
Massachusetts
$510K -$175 -6 -0%
CWP
954
Core Wealth Partners
California
$507K +$58 +2 +0%
TPW
955
Tiller Private Wealth
Pennsylvania
$506K -$92.7K -3,173 -15%
MI
956
Moneywise Inc
Virginia
$501K +$29 +1 +0%
EAM
957
Everstar Asset Management
North Carolina
$501K -$28.9K -988 -5%
ZF
958
Zhang Financial
Michigan
$500K +$30.9K +1,057 +7%
GBWM
959
Granite Bay Wealth Management
New Hampshire
$499K -$97.9K -3,354 -16%
BW
960
BIP Wealth
Georgia
$497K -$114K -3,917 -19%
PAYA
961
Phil A. Younker & Associates
Alaska
$496K – – –
PFA
962
Pathway Financial Advisors
Vermont
$493K +$321 +11 +0.1%
GAA
963
Global Assets Advisory
Florida
$492K -$985K -34,048 -67%
NSAM
964
North Star Asset Management
Wisconsin
$492K -$30.4K -1,040 -6%
DLCIG
965
D.L. Carlson Investment Group
New Hampshire
$489K +$57.1K +1,954 +13%
HIP
966
HUB Investment Partners
Texas
$488K -$213K -7,277 -30%
GWA
967
Geometric Wealth Advisors
District of Columbia
$487K – – –
TP
968
Tranquility Partners
Tennessee
$482K -$4.38K -150 -0.9%
FHA
969
First Horizon Advisors
Tennessee
$480K +$285K +9,740 +146%
AFA
970
American Financial Advisors
Georgia
$479K -$3.83K -131 -0.8%
MLA
971
My Legacy Advisors
Oregon
$476K +$120K +4,067 +34%
EFG
972
Ehrlich Financial Group
California
$475K +$10.7K +367 +2%
AL
973
Aspiriant LLC
California
$472K -$29 -1 -0%
FG
974
Fairman Group
Pennsylvania
$472K +$438 +15 +0.1%
GCM
975
G2 Capital Management
Ohio
$470K – – –
37 38
39
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