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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 %
SW
1101
SteelPeak Wealth
California
$314K -$52.5K -1,799 -14%
CICC
1102
Capital Investment Counsel (Colorado)
Colorado
$314K +$292 +10 +0.1%
UB
1103
Umpqua Bank
Oregon
$313K – – –
VCM
1104
Vivaldi Capital Management
Illinois
$312K +$312K +10,689 New
FRA
1105
Frank Rimerman Advisors
California
$312K – – –
FTWA
1106
Fifth Third Wealth Advisors
Ohio
$312K +$312K +10,675 New
SEM
1107
Strategic Equity Management
Arizona
$310K – – –
MP
1108
McDonald Partners
Ohio
$310K – – –
PMG
1109
Private Management Group
California
$309K – – –
SHA
1110
Seneca House Advisors
Virginia
$308K -$8.59K -294 -3%
EWM
1111
Evermay Wealth Management
Virginia
$307K – – –
AB
1112
Atlas Brown
Kentucky
$307K +$292 +10 +0.1%
AFG
1113
Albion Financial Group
Utah
$307K -$2.48K -85 -0.8%
TFG
1114
Tull Financial Group
Virginia
$304K +$304K +10,391 New
HIS
1115
Harvest Investment Services
Illinois
$303K -$55.4K -1,897 -15%
LA
1116
LWM Advisors
California
$303K +$29 +1 +0%
VAG
1117
VisionPoint Advisory Group
Texas
$302K +$22.8K +779 +8%
RPSA
1118
Richard P. Slaughter Associates
Texas
$301K -$29.9K -1,025 -9%
Vanguard Group
1119
Vanguard Group
Pennsylvania
$301K +$53.8K +1,841 +22%
CWMK
1120
Caliber Wealth Management (Kansas)
Kansas
$300K +$7.59K +260 +3%
RW
1121
REDW Wealth
New Mexico
$299K – – –
TIA
1122
Traphagen Investment Advisors
New Jersey
$298K -$9.46K -324 -3%
BA
1123
Bridgewater Advisors
New York
$298K -$10.1K -335 -3%
SSW
1124
Stone Summit Wealth
Florida
$297K -$42.3K -1,449 -12%
LCWP
1125
Legacy Capital Wealth Partners
Arkansas
$294K +$294K +10,068 New
43 44
45
46 47