SCHG icon

Schwab US Large-Cap Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1226
Riversedge Advisors
Delaware
$222K +$222K +7,616 New
AIFAIM
1227
American Institute for Advanced Investment Management
Arizona
$222K +$222K +7,600 New
JIC
1228
Joel Isaacson & Co
New York
$221K +$221K +7,577 New
PRI
1229
Prepared Retirement Institute
Pennsylvania
$221K +$221K +7,569 New
CIA
1230
Cladis Investment Advisory
Montana
$220K +$220K +7,536 New
OWCM
1231
One Wealth Capital Management
Arizona
$220K +$220K +7,519 New
GAM
1232
Grandview Asset Management
Pennsylvania
$219K -$59.6K -2,038 -21%
VVP
1233
Venture Visionary Partners
Ohio
$218K -$84.1K -2,878 -28%
CA
1234
Crewe Advisors
Utah
$218K +$208K +7,119 +2,046%
SIC
1235
Sage Investment Counsel
Tennessee
$218K +$218K +7,465 New
GIM
1236
Glenmede Investment Management
Pennsylvania
$217K +$217K +7,420 New
ZIC
1237
ZWJ Investment Counsel
Georgia
$217K +$217K +7,418 New
LA
1238
Latitude Advisors
Florida
$216K +$216K +7,401 New
PCS
1239
Personal CFO Solutions
New Jersey
$216K -$26.6K -911 -11%
IAG
1240
Investment Advisory Group
Massachusetts
$215K -$29.2K -1,000 -12%
KWS
1241
Keystone Wealth Services
California
$215K +$215K +7,361 New
CFO
1242
Collective Family Office
Pennsylvania
$214K +$214K +7,342 New
BA
1243
Bellwether Advisors
Nebraska
$214K
RA
1244
Rodgers & Associates
Pennsylvania
$213K -$77.1K -2,639 -27%
CIAS
1245
CFS Investment Advisory Services
New Jersey
$212K +$212K +7,269 New
HWM
1246
HighMark Wealth Management
Minnesota
$212K +$152K +5,199 +254%
WFS
1247
Weitzel Financial Services
Iowa
$210K +$210K +6,887 New
WT
1248
Washington Trust
Rhode Island
$210K
FWM
1249
Fonville Wealth Management
Virginia
$209K +$209K +7,156 New
CAAS
1250
Capital Asset Advisory Services
Michigan
$209K +$209K +7,223 New