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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,424 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 158 funds opening new positions, 633 increasing their positions, 447 reducing their positions, and 55 closing their positions.

Holders
1,424
Holders Change
+68
Holders Change %
+5.01%
% of All Funds
19.12%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
158
Increased
633
Reduced
447
Closed
55
Calls
$6.89M
Puts
$567K
Net Calls
+$6.33M
Net Calls Change
+$3.05M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$958M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.61B
3
RWM
3
RMG Wealth Management
Wisconsin
$143M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.34B
5
LPL Financial
5
LPL Financial
California
$814M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$401M
2
Lido Advisors
2
Lido Advisors
California
$15.2M
3
FCI
3
Financial Counselors Inc
Kansas
$21.7M
4
OIA
4
OneDigital Investment Advisors
Kansas
$212M
5
BDWCC
5
B&D White Capital Company
Texas
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
76
Bleakley Financial Group
New Jersey
$49.5M 1,695,563 +316,555 +23%
SB
77
Strategic Blueprint
Georgia
$48.6M 1,664,649 +66,832 +4%
TWM
78
Triton Wealth Management
Arizona
$48.4M 1,611,594 +1,611,594 New
SDWMA
79
Schneider Downs Wealth Management Advisors
Pennsylvania
$47.9M 1,640,699 +62,669 +4%
TWM
80
Tradition Wealth Management
Minnesota
$47.8M 1,636,557 +105 +0%
CST
81
Charles Schwab Trust
Nevada
$47.1M 1,614,097 -64,287 -4%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$46.9M 1,606,125 -35,298 -2%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$46.8M 1,603,479 -192,641 -11%
XF
84
XML Financial
Maryland
$46.6M 1,595,988 +32,358 +2%
FC
85
Forte Capital
New York
$46.3M 1,584,832 -168,942 -10%
SWRP
86
Summit Wealth & Retirement Planning
California
$45.2M 1,547,821 -1,162 -0.1%
MT
87
Midwest Trust
Kansas
$45.2M 1,547,812 +1,547,812 New
RFA
88
Rollins Financial Advisors
New York
$44.2M 1,513,062 -106,433 -7%
GIA
89
GHP Investment Advisors
Colorado
$42.8M 1,465,966 +7,089 +0.5%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$42.3M 1,448,022 -241,423 -14%
IWC
91
Integrated Wealth Concepts
Massachusetts
$41.6M 1,424,503 +164,857 +13%
SAM
92
Summit Asset Management
Tennessee
$40.2M 1,374,580 +4,653 +0.3%
NG
93
Novem Group
New York
$39.6M 1,355,187 +276,201 +26%
WIA
94
World Investment Advisors
California
$39.2M 1,343,084 +821,622 +158%
GB
95
Goepper Burkhardt
South Carolina
$38.8M 1,327,110 +68,592 +5%
PS
96
Principal Securities
Iowa
$38.7M 1,324,545 +530,942 +67%
VC
97
Veery Capital
Delaware
$38.3M 1,310,038 +67,651 +5%
AFP
98
Ausdal Financial Partners
Iowa
$37.9M 1,295,841 +10,780 +0.8%
PWM
99
Provident Wealth Management
Tennessee
$37.8M 1,293,869 -7,712 -0.6%
FSWA
100
Financial Synergies Wealth Advisors
Texas
$35.8M 1,225,655 -3,669 -0.3%
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4
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