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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 %
FFA
1201
Fragasso Financial Advisors
Pennsylvania
$238K +$234 +8 +0.1%
WHCFA
1202
William Howard & Co Financial Advisors
Tennessee
$238K +$234 +8 +0.1%
DWP
1203
Daymark Wealth Partners
Ohio
$237K +$1.84K +63 +0.8%
RIM
1204
Redwood Investment Management
Arizona
$237K +$146 +5 +0.1%
BMCM
1205
Bryn Mawr Capital Management
Pennsylvania
$236K +$2.16K +74 +0.9%
MFC
1206
Morris Financial Concepts
South Carolina
$236K – – –
AWA
1207
Arete Wealth Advisors
Illinois
$235K +$235K +8,048 New
TF
1208
Threadgill Financial
Texas
$234K -$5.96K -204 -2%
FMWA
1209
Forvis Mazars Wealth Advisors
Missouri
$233K +$233K +7,975 New
BFG
1210
Bouchey Financial Group
New York
$233K +$233K +7,972 New
Franklin Resources
1211
Franklin Resources
California
$233K – – –
EWP
1212
Elevation Wealth Partners
California
$232K +$29 +1 +0%
FWM
1213
Forza Wealth Management
Florida
$231K +$231K +7,896 New
IWS
1214
Insight Wealth Strategies
California
$228K +$228K +7,891 New
PAI
1215
Pittenger & Anderson Inc
Nebraska
$228K – – –
GWANC
1216
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K +$2.66K +91 +1%
FFP
1217
FourThought Financial Partners
Florida
$227K +$227K +7,763 New
PGF
1218
Plan Group Financial
Oklahoma
$226K +$226K +7,727 New
ATC
1219
Argent Trust Co
Tennessee
$226K +$226K +7,720 New
HIC
1220
Hartline Investment Corp
Illinois
$225K -$41.7K -1,427 -16%
SI
1221
Saxon Interests
Texas
$225K – – –
AG
1222
Advocate Group
Minnesota
$225K +$225K +7,701 New
PWM
1223
Penobscot Wealth Management
Maine
$223K +$223K +7,648 New
PAM
1224
Pegasus Asset Management
New York
$223K +$223K +7,638 New
WG
1225
Wealth Group
North Carolina
$223K -$1.26M -43,118 -85%
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