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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 %
IF
1251
Intrua Financial
Texas
$208K +$208K +7,116 New
ISL
1252
Ingalls & Snyder LLC
New York
$207K +$207K +7,100 New
WCG
1253
Weaver Consulting Group
California
$207K +$207K +7,074 New
BAM
1254
BOS Asset Management
Illinois
$205K +$205K +7,024 New
PAMG
1255
Patton Albertson Miller Group
Tennessee
$205K +$205K +7,014 New
CAG
1256
Crestwood Advisors Group
Massachusetts
$205K +$205K +7,006 New
HCMT
1257
Highland Capital Management (Tennessee)
Tennessee
$204K +$204K +6,976 New
CF
1258
Copperwynd Financial
Arizona
$203K +$203K +6,949 New
SBWIC
1259
Schaper Benz & Wise Investment Counsel
Wisconsin
$203K +$203K +6,936 New
PPA
1260
Painted Porch Advisors
California
$201K +$201K +6,888 New
SIM
1261
Studio Investment Management
Illinois
$201K +$201K +6,885 New
ACP
1262
Aviance Capital Partners
Florida
$201K +$201K +6,878 New
BOC
1263
Bull Oak Capital
California
$200K +$200K +6,855 New
T
1264
Transce3nd
Texas
$199K +$12.1K +415 +6%
BIA
1265
Bell Investment Advisors
California
$197K -$31K -1,061 -14%
PCM
1266
Palouse Capital Management
Washington
$195K -$2.19K -75 -1%
CPA
1267
Compass Planning Associates
Massachusetts
$183K +$56.1K +1,920 +44%
SIC
1268
Salem Investment Counselors
North Carolina
$182K +$19.7K +675 +12%
AIM
1269
Anchor Investment Management
South Carolina
$178K -$11.7K -400 -6%
GWSA
1270
Global Wealth Strategies & Associates
Colorado
$170K – – –
CT
1271
Clearstead Trust
Maine
$168K – – –
BIG
1272
Brooklyn Investment Group
New York
$168K +$168K +5,753 New
AWM
1273
Accredited Wealth Management
Kentucky
$165K – – –
PK
1274
Pflug Koory
Nebraska
$165K +$92.2K +3,156 +127%
UCB
1275
United Community Bank
South Carolina
$164K – – –
49 50
51
52 53