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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,432 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, 450 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
+76
Holders Change %
+5.6%
% of All Funds
19.2%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
160
Increased
636
Reduced
450
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 %
KSB
1276
Kennebec Savings Bank
Maine
$145K +$19.9K +682 +16%
TCM
1277
TD Capital Management
Tennessee
$143K +$146 +5 +0.1%
HHGA
1278
Halbert Hargrove Global Advisors
California
$143K – – –
BFPW
1279
BOK Financial Private Wealth
Colorado
$138K +$54.2K +1,855 +65%
YP
1280
YANKCOM Partnership
South Dakota
$135K – – –
CFFP
1281
Center for Financial Planning
Michigan
$133K – – –
MSG
1282
Main Street Group
Virginia
$127K -$6.05K -207 -5%
CNBTD
1283
Citizens National Bank Trust Department
Mississippi
$127K -$40.9K -1,400 -24%
TCM
1284
Tradewinds Capital Management
Washington
$124K – – –
CCAM
1285
Cascades Capital Asset Management
North Carolina
$120K – – –
GWSG
1286
GPS Wealth Strategies Group
Colorado
$119K +$10.6K +363 +10%
MLA
1287
MB, Levis & Associates
Pennsylvania
$117K +$117 +4 +0.1%
CWP
1288
Concord Wealth Partners
Virginia
$117K – – –
TFGT
1289
TS Financial Group (TSFG)
Illinois
$117K – – –
CMBA
1290
C.M. Bidwell & Associates
Hawaii
$114K -$29 -1 -0%
FF
1291
Friedenthal Financial
New Jersey
$114K +$2.05K +70 +2%
PS
1292
Pinney & Scofield
Massachusetts
$110K – – –
FIM
1293
FWL Investment Management
Texas
$109K +$109K +3,748 New
JFA
1294
JNBA Financial Advisors
Minnesota
$109K +$88 +3 +0.1%
WWM
1295
Wolff Wiese Magana
California
$104K +$88 +3 +0.1%
Fifth Third Bancorp
1296
Fifth Third Bancorp
Ohio
$102K -$28.8K -985 -22%
TIM
1297
Total Investment Management
Arizona
$99.5K +$99.5K +3,405 New
WTFG
1298
Wood Tarver Financial Group
Idaho
$99K – – –
AIA
1299
Armor Investment Advisors
North Carolina
$95.2K – – –
AIP
1300
Ameritas Investment Partners
Nebraska
$91.4K – – –
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52
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