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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,424 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 158 funds opening new positions, 633 increasing their positions, 447 reducing their positions, and 55 closing their positions.

Holders
1,424
Holders Change
+68
Holders Change %
+5.01%
% of All Funds
19.12%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
158
Increased
633
Reduced
447
Closed
55
Calls
$6.89M
Puts
$567K
Net Calls
+$6.33M
Net Calls Change
+$3.05M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$958M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.61B
3
RWM
3
RMG Wealth Management
Wisconsin
$143M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.34B
5
LPL Financial
5
LPL Financial
California
$814M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$401M
2
Lido Advisors
2
Lido Advisors
California
$15.2M
3
FCI
3
Financial Counselors Inc
Kansas
$21.7M
4
OIA
4
OneDigital Investment Advisors
Kansas
$212M
5
BDWCC
5
B&D White Capital Company
Texas
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FAN
101
Financial Advisors Network
California
$35.6M 1,218,280 +35,046 +3%
ACM
102
Advance Capital Management
Michigan
$35.4M 1,212,690 -168,007 -12%
SAI
103
Savvy Advisors Inc
New York
$35.3M 1,208,229 +309,180 +34%
CAG
104
Curtis Advisory Group
California
$34.5M 1,179,719 +4,686 +0.4%
MAG
105
Mokosak Advisory Group
Iowa
$34M 1,165,141 +22,663 +2%
DB
106
Dravo Bay
Delaware
$33.7M 1,131,282 +16,737 +2%
RCM
107
Richardson Capital Management
Wisconsin
$33.7M 1,153,143 +105,468 +10%
FWI
108
Facet Wealth Inc
Maryland
$33.4M 1,104,582 -17,566 -2%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$33M 1,129,961 -212,225 -16%
FCA
110
FLC Capital Advisors
California
$32.2M 1,100,864 -99,284 -8%
MFGP
111
Marshall Financial Group (Pennsylvania)
Pennsylvania
$32M 1,096,905 -22,113 -2%
DP
112
Denver PWM
Colorado
$31.5M 1,079,507 +34,051 +3%
JIC
113
Johnson Investment Counsel
Ohio
$30.9M 1,058,434 +50,770 +5%
ETC
114
Exchange Traded Concepts
Oklahoma
$30.9M 1,058,190 +1,058,190 New
MIA
115
Milestone Investment Advisors
Wisconsin
$30.6M 1,047,007 -65,156 -6%
SFA
116
Sequoia Financial Advisors
Ohio
$30.3M 1,038,933 -110,066 -10%
CFS
117
CRA Financial Services
New Jersey
$29.8M 1,021,763 +40,218 +4%
SCM
118
Spreng Capital Management
Ohio
$29.5M 1,010,693 -2,951 -0.3%
FCA
119
Fortis Capital Advisors
Kansas
$29.2M 999,061 -34,372 -3%
MWM
120
Modera Wealth Management
New Jersey
$28.8M 985,438 -367 -0%
VH
121
Visionary Horizons
Tennessee
$28M 959,324 -23,178 -2%
IA
122
IFP Advisors
Florida
$27.7M 948,148 +15,625 +2%
SPC
123
Sigma Planning Corp
Michigan
$27.6M 944,148 +8,787 +0.9%
CIA
124
Concurrent Investment Advisors
Florida
$27.5M 942,458 +715,351 +315%
GC
125
Garde Capital
Washington
$27.2M 930,214 -4,099 -0.4%
3 4
5
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