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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 %
FCAS
1276
First Command Advisory Services
Texas
$152K -$20.8K -711 -12%
KSB
1277
Kennebec Savings Bank
Maine
$145K +$19.9K +682 +16%
TCM
1278
TD Capital Management
Tennessee
$143K +$146 +5 +0.1%
HHGA
1279
Halbert Hargrove Global Advisors
California
$143K – – –
BFPW
1280
BOK Financial Private Wealth
Colorado
$138K +$54.2K +1,855 +65%
YP
1281
YANKCOM Partnership
South Dakota
$135K – – –
CFFP
1282
Center for Financial Planning
Michigan
$133K – – –
MSG
1283
Main Street Group
Virginia
$127K -$6.05K -207 -5%
CNBTD
1284
Citizens National Bank Trust Department
Mississippi
$127K -$40.9K -1,400 -24%
TCM
1285
Tradewinds Capital Management
Washington
$124K – – –
CCAM
1286
Cascades Capital Asset Management
North Carolina
$120K – – –
GWSG
1287
GPS Wealth Strategies Group
Colorado
$119K +$10.6K +363 +10%
MLA
1288
MB, Levis & Associates
Pennsylvania
$117K +$117 +4 +0.1%
CWP
1289
Concord Wealth Partners
Virginia
$117K – – –
TFGT
1290
TS Financial Group (TSFG)
Illinois
$117K – – –
CMBA
1291
C.M. Bidwell & Associates
Hawaii
$114K -$29 -1 -0%
FF
1292
Friedenthal Financial
New Jersey
$114K +$2.05K +70 +2%
PS
1293
Pinney & Scofield
Massachusetts
$110K – – –
FIM
1294
FWL Investment Management
Texas
$109K +$109K +3,748 New
JFA
1295
JNBA Financial Advisors
Minnesota
$109K +$88 +3 +0.1%
WWM
1296
Wolff Wiese Magana
California
$104K +$88 +3 +0.1%
Fifth Third Bancorp
1297
Fifth Third Bancorp
Ohio
$102K -$28.8K -985 -22%
TIM
1298
Total Investment Management
Arizona
$99.5K +$99.5K +3,405 New
WTFG
1299
Wood Tarver Financial Group
Idaho
$99K – – –
AIA
1300
Armor Investment Advisors
North Carolina
$95.2K – – –
50 51
52
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