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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 %
AIM
1026
AHL Investment Management
Florida
$410K – – –
AFS
1027
Access Financial Services
Minnesota
$407K -$15.9K -544 -4%
YIM
1028
Yoffe Investment Management
Pennsylvania
$404K – – –
PWP
1029
Pursue Wealth Partners
California
$401K – – –
AC
1030
Asio Capital
Kentucky
$401K – – –
BTWM
1031
Baker Tilly Wealth Management
Wisconsin
$400K +$380 +13 +0.1%
SWA
1032
Sax Wealth Advisors
New Jersey
$399K +$399K +13,664 New
WS
1033
Wedbush Securities
California
$399K +$151K +5,170 +61%
FWM
1034
Finer Wealth Management
Massachusetts
$398K -$36.2K -1,240 -8%
SWA
1035
SOA Wealth Advisors
New York
$387K -$15.2K -519 -4%
PMSA
1036
Patrick M. Sweeney & Associates
Illinois
$384K -$13.4K -455 -3%
BOSSRA
1037
B.O.S.S. Retirement Advisors
Utah
$382K -$73.8K -2,526 -16%
WE
1038
Wealth Effects
Massachusetts
$382K -$33.3K -1,140 -8%
WHC
1039
Wulff, Hansen & Co
California
$381K +$381K +13,040 New
SA
1040
Seneschal Advisors
Washington
$380K +$380K +13,013 New
ZIM
1041
Zacks Investment Management
Illinois
$378K -$387K -13,250 -51%
GI
1042
Gradient Investments
Minnesota
$377K +$137K +4,676 +57%
FFA
1043
Florida Financial Advisors
Florida
$376K +$28.5K +974 +8%
AIA
1044
Accelerate Investment Advisors
California
$375K -$2.8K -96 -0.7%
GFWA
1045
Grey Fox Wealth Advisors
Delaware
$372K +$351 +12 +0.1%
LFA
1046
LGT Financial Advisors
Texas
$372K +$14K +480 +4%
PWPS
1047
Pinnacle Wealth Planning Services
Ohio
$370K +$370K +12,655 New
CFS
1048
Coordinated Financial Services
Colorado
$369K +$35.1K +1,201 +11%
MAFA
1049
MJT & Associates Financial Advisory
Minnesota
$369K -$2.19K -75 -0.6%
WA
1050
Waterford Advisors
New York
$367K -$95.4K -2,593 -21%
40 41
42
43 44