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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 %
TSWM
1001
Triangle Securities Wealth Management
North Carolina
$440K +$440K +15,064 New
HC
1002
Hamilton Capital
Ohio
$440K – – –
IF
1003
Ironwood Financial
Arizona
$439K – – –
RIS
1004
Richmond Investment Services
Wisconsin
$438K +$438K +14,981 New
BHWA
1005
Beacon Harbor Wealth Advisors
Virginia
$438K +$438K +14,980 New
RC
1006
Roundview Capital
New Jersey
$437K -$123K -4,200 -22%
AF
1007
Affiance Financial
Minnesota
$435K – – –
WBC
1008
West Branch Capital
Massachusetts
$434K -$190K -6,491 -30%
BFG
1009
Beacon Financial Group
Texas
$432K +$117 +4 +0%
FCH
1010
Freestone Capital Holdings
Washington
$430K +$109K +3,720 +34%
HKIMG
1011
Hutchens & Kramer Investment Management Group
Indiana
$427K +$4.63K +160 +1%
DAM
1012
Delta Asset Management
Tennessee
$427K – – –
SFO
1013
Stokes Family Office
Louisiana
$426K – – –
BWM
1014
Brickley Wealth Management
California
$423K +$31.4K +1,076 +8%
CPC
1015
Consolidated Planning Corp
Georgia
$421K +$1.93K +66 +0.5%
SW
1016
SMART Wealth
Nebraska
$419K +$5.87K +201 +1%
CP
1017
Castleview Partners
Texas
$418K +$418K +14,309 New
FFM
1018
Forum Financial Management
Illinois
$417K +$12.8K +439 +3%
SAW
1019
Signal Advisors Wealth
Michigan
$415K -$149K -5,113 -26%
SCTC
1020
Sanibel Captiva Trust Company
Florida
$415K – – –
HCM
1021
Hall Capital Management
Rhode Island
$415K -$68.9K -2,360 -14%
RF
1022
RHS Financial
California
$412K -$838K -28,681 -67%
CC
1023
Courier Capital
New York
$412K – – –
VRM
1024
Vectors Research Management
New York
$412K – – –
TA
1025
TPG Advisors
Illinois
$411K – – –
39 40
41
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