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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 %
KCM
1126
KM Capital Management
Texas
$294K -$235K -8,048 -44%
KOC
1127
Koss-Olinger Consulting
Florida
$293K +$1.31K +45 +0.5%
IA
1128
Inspire Advisors
Idaho
$293K +$9.99K +342 +4%
LSWP
1129
Liberty Square Wealth Partners
Pennsylvania
$293K +$993 +34 +0.3%
BIS
1130
BG Investment Services
Guam
$293K +$293K +10,032 New
CNBT
1131
Canandaigua National Bank & Trust
New York
$290K – – –
FGA
1132
Fortis Group Advisors
New Jersey
$290K +$290K +9,596 New
TCOTS
1133
Trust Company of the South
North Carolina
$290K – – –
BHWM
1134
Beaird Harris Wealth Management
Texas
$290K +$234K +8,000 +418%
HIM
1135
Hanlon Investment Management
New Jersey
$289K – – –
KCPG
1136
Kavar Capital Partners Group
Kansas
$289K +$234 +8 +0.1%
CFS
1137
Cannon Financial Strategists
Georgia
$287K +$29 +1 +0%
AIS
1138
Accredited Investor Services
Minnesota
$287K – – –
EFN
1139
Equita Financial Network
Pennsylvania
$286K -$26.5K -907 -8%
CCM
1140
Check Capital Management
California
$286K – – –
RFP
1141
RCS Financial Planning
Maryland
$285K +$285K +9,767 New
CA
1142
CWC Advisors
Oregon
$284K – – –
NWA
1143
Navis Wealth Advisors
New York
$283K -$54K -1,850 -16%
VDI
1144
Vaughan David Investments
Illinois
$283K +$497 +17 +0.2%
JC
1145
JB Capital
Connecticut
$283K +$283K +9,676 New
FCM
1146
Fortis Capital Management
Washington
$281K -$1.46K -50 -0.5%
Empower Advisory Group
1147
Empower Advisory Group
Colorado
$281K -$165K -5,641 -37%
DIM
1148
Delta Investment Management
California
$280K -$28.5K -974 -9%
RA
1149
Riverstone Advisors
Texas
$279K – – –
ACI
1150
Alpha Cubed Investments
California
$279K -$5.64K -193 -2%
44 45
46
47 48