SCHG icon

Schwab US Large-Cap Growth ETF

1,450 hedge funds and large institutions have $23.4B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 643 increasing their positions, 456 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
222
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.6M
Puts
$4.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1376
Phillips Financial Management
Indiana
$29.7K
VWA
1377
Valued Wealth Advisors
Utah
$29.3K
W
1378
WealthCollab
Washington
$29.2K
AUB
1379
Atlantic Union Bankshares
Virginia
$29.1K
Qube Research & Technologies (QRT)
1380
Qube Research & Technologies (QRT)
United Kingdom
$28.5K
HPC
1381
HM Payson & Co
Maine
$27.6K
VWM
1382
Valley Wealth Managers
New Jersey
$26.4K
MAWAG
1383
Mid-American Wealth Advisory Group
Missouri
$26K
HR
1384
Howe & Rusling
New York
$25.7K
OIA
1385
Optimum Investment Advisors
Illinois
$25.6K
HWA
1386
Heritage Wealth Advisors
Virginia
$25K
FGC
1387
Financial Gravity Companies
Texas
$23.9K
EDRH
1388
Edmond de Rothschild Holding
Switzerland
$23.8K
DJSG
1389
D.J. St. Germain
Massachusetts
$23.8K
AP
1390
Atwood & Palmer
Missouri
$22.3K
AIC
1391
Archer Investment Corporation
Indiana
$20.8K
HPIA
1392
Hamilton Point Investment Advisors
North Carolina
$20.8K
BCM
1393
Basso Capital Management
Connecticut
$20.2K
SIS
1394
Sound Income Strategies
Florida
$19.2K
MHR
1395
Matthew Hamilton Rosenberg
$19.2K
ACM
1396
Anfield Capital Management
California
$18.9K
MWM
1397
Mascoma Wealth Management
New Hampshire
$18.8K
RMP
1398
Richards, Merrill & Peterson
Washington
$18.1K
IRAG
1399
Investment Research & Advisory Group
Georgia
$17.9K
AWM
1400
Aberdeen Wealth Management
Illinois
$17.8K