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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
19.21%
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 %
MWM
976
Moran Wealth Management
Florida
$470K +$470K +16,079 New
SSWM
977
Smith Salley Wealth Management
North Carolina
$470K – – –
LF
978
Lantz Financial
Illinois
$469K – – –
OWP
979
Obermeyer Wealth Partners
Colorado
$469K – – –
CL
980
CVFG LLC
Indiana
$468K – – –
GAM
981
Gotham Asset Management
New York
$467K +$467K +16,000 New
RL
982
Retireful LLC
Michigan
$467K +$467K +15,982 New
GWS
983
Glassman Wealth Services
Virginia
$467K – – –
VHAM
984
Van Hulzen Asset Management
California
$467K +$16.3K +557 +4%
SHJ
985
Sharkey, Howes & Javer
Colorado
$461K – – –
BWP
986
Barlow Wealth Partners
Kentucky
$453K – – –
PWMAG
987
Pinnacle Wealth Management Advisory Group
New Jersey
$450K +$450K +15,407 New
WW
988
Waterfront Wealth
Kansas
$446K +$24.1K +824 +6%
RMF
989
Red Mountain Financial
Colorado
$445K +$445K +15,224 New
AGA
990
Arkos Global Advisors
Texas
$444K – – –
PW
991
PUREfi Wealth
Massachusetts
$444K +$444K +15,200 New
PWM
992
Praetorian Wealth Management
California
$443K +$132K +4,536 +43%
WLIM
993
White Lighthouse Investment Management
Massachusetts
$443K +$14.8K +505 +3%
VT
994
Vise Technologies
New York
$443K +$443K +15,156 New
IAG
995
Ipsen Advisor Group
Arkansas
$443K +$438 +15 +0.1%
SPA
996
Sentinel Pension Advisors
Massachusetts
$442K -$1.34M -46,012 -75%
LIA
997
Lynx Investment Advisory
District of Columbia
$442K -$14.2K -487 -3%
TI
998
Trexquant Investment
Connecticut
$441K +$441K +15,105 New
FGWP
999
Founders Grove Wealth Partners
Virginia
$441K +$441K +15,095 New
PCG
1000
Prosperity Consulting Group
Maryland
$440K +$409 +14 +0.1%
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40
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