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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 %
DIS
1076
Diversified Investment Strategies
Louisiana
$338K -$42.1K -1,440 -11%
PB
1077
Pinnacle Bancorp
Nebraska
$338K +$1.05K +36 +0.3%
SCM
1078
Seascape Capital Management
New Hampshire
$337K +$350 +12 +0.1%
UFA
1079
Uptown Financial Advisors
Texas
$335K – – –
BC
1080
Burney Company
Virginia
$335K – – –
WAG
1081
Winthrop Advisory Group
Massachusetts
$334K +$334K +11,445 New
RAS
1082
RPS Advisory Solutions
Kentucky
$334K -$224K -7,663 -40%
MCCP
1083
Mission Creek Capital Partners
California
$334K – – –
IAS
1084
Insigneo Advisory Services
Florida
$331K +$18.6K +636 +6%
WAM
1085
Worth Asset Management
Texas
$330K +$21K +718 +7%
PCH
1086
PGIM Custom Harvest
New Jersey
$330K -$10.5K -359 -3%
VIA
1087
Victrix Investment Advisors
Florida
$330K -$60.8K -2,082 -16%
OFS
1088
Oldfather Financial Services
Nebraska
$328K +$2.02K +69 +0.6%
MAC
1089
Mason & Associates (California)
California
$328K +$584 +20 +0.2%
TCOT
1090
Trust Company of Toledo
Ohio
$327K +$327K +11,200 New
AMM
1091
American Money Management
California
$327K +$321 +11 +0.1%
RWM
1092
Rolek Wealth Management
Pennsylvania
$326K – – –
FPW
1093
Flagship Private Wealth
Massachusetts
$323K – – –
ES
1094
ETF Store
Kansas
$322K +$1.2K +41 +0.4%
ACA
1095
Ascension Capital Advisors
Texas
$318K +$11K +377 +4%
GA
1096
GoalVest Advisory
New York
$318K – – –
AWC
1097
Adamsbrown Wealth Consultants
Kansas
$316K +$438 +15 +0.1%
Neuberger Berman Group
1098
Neuberger Berman Group
New York
$315K -$7.48K -256 -2%
CPA
1099
Capital Performance Advisors
California
$315K -$4.53K -155 -1%
HP
1100
Holistic Planning
Texas
$314K +$29.2K +1,000 +10%
42 43
44
45 46