SCHG icon

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 %
TCM
1176
Telos Capital Management
California
$264K +$58 +2 +0%
WCFA
1177
Walkner Condon Financial Advisors
Wisconsin
$263K +$643 +22 +0.2%
PC
1178
Promus Capital
Illinois
$263K – – –
GWM
1179
Gibbs Wealth Management
Georgia
$262K +$262K +8,955 New
EFG
1180
Elios Financial Group
Ohio
$261K +$20.4K +700 +9%
EB
1181
Emprise Bank
Kansas
$258K – – –
FFL
1182
Future Fund LLC
Illinois
$257K +$257K +8,813 New
OA
1183
Operose Advisors
Wisconsin
$255K +$88 +3 +0%
FFO
1184
Fiduciary Family Office
Florida
$254K +$254K +8,705 New
WF
1185
Wayfinding Financial
Washington
$253K – – –
SL
1186
SWMG LLC
Texas
$253K +$253K +8,336 New
CCMW
1187
Cypress Capital Management (Wyoming)
Wyoming
$251K -$25.7K -881 -9%
RP
1188
Regal Partners
Australia
$251K +$251K +8,606 New
QCM
1189
QRG Capital Management
Illinois
$251K +$9.2K +315 +4%
WFM
1190
Wolff Financial Management
Michigan
$250K – – –
BWM
1191
BNC Wealth Management
Oregon
$249K -$19.9K -680 -7%
First Trust Advisors
1192
First Trust Advisors
Illinois
$248K +$248K +8,493 New
SWG
1193
Summit Wealth Group
Vermont
$247K – – –
IPA
1194
Investment Planning Advisors
Georgia
$247K +$247K +8,455 New
NGA
1195
Naples Global Advisors
Florida
$246K +$246K +8,424 New
ACM
1196
AlphaStar Capital Management
North Carolina
$242K +$242K +8,279 New
KG
1197
Kilter Group
New York
$241K – – –
BFA
1198
Brown Financial Advisory
Alabama
$241K +$241K +8,240 New
NWM
1199
Nova Wealth Management
Florida
$239K +$82.9K +2,837 +53%
MCP
1200
Mirador Capital Partners
California
$239K – – –
46 47
48
49 50