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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 %
SWP
1401
Strategic Wealth Partners
Ohio
$10.5K +$10.5K +360 New
SFA
1402
Semmax Financial Advisors
North Carolina
$9.64K – – –
RJA
1403
Ross\Johnson & Associates
Minnesota
$8.09K +$1.66K +57 +26%
CSB
1404
City State Bank
Iowa
$8.06K -$584 -20 -7%
OPTFSNA
1405
Old Point Trust & Financial Services N A
Virginia
$8.06K – – –
WWM
1406
Woodside Wealth Management
Massachusetts
$7.83K – – –
BDPWM
1407
Barnes Dennig Private Wealth Management
Ohio
$7.48K – – –
BIM
1408
Breakwater Investment Management
Washington
$7.36K – – –
CMA
1409
Cedar Mountain Advisors
Oregon
$7.24K – – –
KIG
1410
Kessler Investment Group
Indiana
$6.78K – – –
GWP
1411
Gen-Wealth Partners
Michigan
$6.59K +$700 +24 +12%
BCMIO
1412
Beacon Capital Management Inc (Ohio)
Ohio
$5.38K +$5.38K +184 New
BF
1413
BOK Financial
Oklahoma
$5.26K -$33.7K -1,152 -86%
WPA
1414
Wealth Preservation Advisors
Tennessee
$5.14K – – –
MSFP
1415
Mark Sheptoff Financial Planning
Connecticut
$5.14K – – –
NC
1416
North Capital
Utah
$4.53K – – –
DFC
1417
DB Fitzpatrick & Co
Idaho
$4.12K – – –
EWA
1418
EQ Wealth Advisors
Texas
$3.3K +$205 +7 +7%
SAS
1419
Spurstone Advisory Services
Connecticut
$3.27K – – –
NFSG
1420
Newbridge Financial Services Group
Florida
$2.92K – – –
RF
1421
Robbins Farley
New Hampshire
$2.05K – – –
GI
1422
GAMMA Investing
California
$1.99K – – –
WT
1423
Whittier Trust
California
$1.52K – – –
AA
1424
Addison Advisors
Vermont
$1.17K -$3.51K -120 -75%
FFA
1425
Frazier Financial Advisors
Ohio
$1.02K -$7.48K -256 -88%
55 56
57
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