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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,431 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, 635 increasing their positions, 450 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,431
Holders Change
+75
Holders Change %
+5.53%
% of All Funds
19.19%
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
635
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 %
AWM
1326
Abound Wealth Management
Tennessee
$57.3K +$46K +1,576 +408%
KFP
1327
Keener Financial Planning
Texas
$57K +$53.9K +1,877 +1,738%
CCM
1328
Chilton Capital Management
Texas
$57K +$57K +1,950 New
WTC
1329
WhitTier Trust Company
Nevada
$56.1K – – –
CWM
1330
Copia Wealth Management
Oregon
$55.8K – – –
MJRIC
1331
Mogy Joel R Investment Counsel
California
$55.4K +$55.4K +1,896 New
MIM
1332
MTM Investment Management
South Carolina
$55.4K +$2.92K +100 +6%
DPW
1333
DiNuzzo Private Wealth
Pennsylvania
$54.1K – – –
CCMI
1334
Creative Capital Management Investments
California
$53.3K – – –
CAM
1335
Creekmur Asset Management
Illinois
$52.9K +$35.3K +1,208 +200%
BWM
1336
Bernard Wealth Management
Michigan
$52.6K -$321 -11 -0.6%
ME
1337
McIlrath & Eck
Washington
$51.1K – – –
AWM
1338
AllSquare Wealth Management
New York
$50K – – –
National Bank of Canada
1339
National Bank of Canada
Quebec, Canada
$47.6K +$6.28K +215 +15%
AT
1340
Avalon Trust
New Mexico
$46.7K – – –
HFS
1341
Hopwood Financial Services
Virginia
$46.3K – – –
RBC
1342
Roble Belko & Company
Pennsylvania
$43K +$2.86K +98 +7%
KHC
1343
Koesten Hirschmann & Crabtree
Kansas
$42.4K – – –
PA
1344
Pineridge Advisors
Missouri
$41.9K +$29 +1 +0.1%
FCMT
1345
Founders Capital Management (Texas)
Texas
$41.7K +$614 +21 +1%
TC
1346
Trust Company
Kansas
$41.6K – – –
CTC
1347
Central Trust Company
Missouri
$38.2K +$321 +11 +0.8%
MFT
1348
Moisand Fitzgerald Tamayo
Florida
$38.1K – – –
CPG
1349
Cornerstone Planning Group
New Jersey
$37.3K +$32.9K +1,102 +755%
SL
1350
Salomon & Ludwin
Virginia
$36.1K -$1.17K -40 -3%
52 53
54
55 56