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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 %
LG
1051
LaFleur & Godfrey
Michigan
$367K -$30.4K -1,041 -8%
CAM
1052
Clark Asset Management
New Hampshire
$366K -$61.7K -2,111 -14%
OFG
1053
Omega Financial Group
California
$366K -$7.86K -269 -2%
HI
1054
Hudock Inc
Pennsylvania
$365K +$88 +3 +0%
KPWG
1055
KFA Private Wealth Group
Virginia
$365K +$58 +2 +0%
NCFG
1056
New Century Financial Group
New Jersey
$364K -$585K -20,020 -62%
FNT
1057
First National Trust
Pennsylvania
$363K -$45.2K -1,549 -11%
FCM
1058
Firestone Capital Management
Florida
$361K +$361K +12,345 New
GGI
1059
Godsey & Gibb Inc
Virginia
$359K +$28.5K +977 +9%
KeyBank National Association
1060
KeyBank National Association
Ohio
$358K -$22K -752 -6%
MIM
1061
Marshall Investment Management
Colorado
$357K -$45.6K -1,560 -11%
CCG
1062
Coastwise Capital Group
California
$355K -$1.23K -42 -0.3%
TFA
1063
Teamwork Financial Advisors
Texas
$353K +$63.9K +2,189 +22%
AWP
1064
Axis Wealth Partners
Rhode Island
$353K +$1.34K +46 +0.4%
AFTS
1065
American Financial & Tax Strategies
New York
$353K – – –
VCP
1066
Vista Capital Partners
Oregon
$353K -$8.27K -283 -2%
HFS
1067
Hantz Financial Services
Michigan
$352K +$352K +12,065 New
PAG
1068
Paladin Advisory Group
Iowa
$351K +$3.62K +124 +1%
TBC
1069
Ted Buchan & Co
California
$350K – – –
NG
1070
NWK Group
California
$348K -$226K -7,752 -39%
EFS
1071
Econ Financial Services
Pennsylvania
$343K -$2.22M -76,078 -87%
SMF
1072
Scott Marsh Financial
Utah
$342K +$342K +11,715 New
NS
1073
NBC Securities
Alabama
$340K +$12.2K +420 +4%
CCAL
1074
City Center Advisors LLC
Michigan
$339K +$339K +11,597 New
RDWM
1075
Red Door Wealth Management
Tennessee
$338K -$5.7K -195 -2%
41 42
43
44 45