SCHG icon

Schwab US Large-Cap Growth ETF

1,499 hedge funds and large institutions have $26.6B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 639 increasing their positions, 522 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
217
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change

Top Buyers

1 +$489M
2 +$203M
3 +$186M
4
LPL Financial
LPL Financial
California
+$117M
5
Lido Advisors
Lido Advisors
California
+$59.6M

Top Sellers

1 -$78.8M
2 -$63.3M
3 -$60.4M
4
SEI Investments
SEI Investments
Pennsylvania
-$39.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1001
Smith Salley Wealth Management
North Carolina
$513K
LF
1002
Lantz Financial
Illinois
$512K
OWP
1003
Obermeyer Wealth Partners
Colorado
$512K
CL
1004
CVFG LLC
Indiana
$512K
GAM
1005
Gotham Asset Management
New York
$511K
CCA
1006
Cadent Capital Advisors
Oklahoma
$509K
FCH
1007
Freestone Capital Holdings
Washington
$508K
SHJ
1008
Sharkey, Howes & Javer
Colorado
$504K
FGA
1009
Fortis Group Advisors
New Jersey
$502K
BWP
1010
Barlow Wealth Partners
Kentucky
$498K
AF
1011
Affiance Financial
Minnesota
$497K
SW
1012
SMART Wealth
Nebraska
$496K
TSWM
1013
Triangle Securities Wealth Management
North Carolina
$495K
AO
1014
Advisor OS
Illinois
$493K
PWMAG
1015
Pinnacle Wealth Management Advisory Group
New Jersey
$492K
ACA
1016
Aspire Capital Advisors
Washington
$491K
FFA
1017
Florida Financial Advisors
Florida
$489K
GBWM
1018
Granite Bay Wealth Management
New Hampshire
$486K
AGA
1019
Arkos Global Advisors
Texas
$485K
PWM
1020
Praetorian Wealth Management
California
$484K
SPA
1021
Sentinel Pension Advisors
Massachusetts
$483K
FGWP
1022
Founders Grove Wealth Partners
Virginia
$482K
WLIM
1023
White Lighthouse Investment Management
Massachusetts
$481K
FFM
1024
Forum Financial Management
Illinois
$476K
WBC
1025
West Branch Capital
Massachusetts
$474K