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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
$958M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.61B
3
SEI Investments
SEI Investments
Pennsylvania
$1.34B
4
LPL Financial
LPL Financial
California
$814M
5
MG
Mather Group
Illinois
$1.24B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$401M
2
Lido Advisors
Lido Advisors
California
$15.2M
3
FCI
Financial Counselors Inc
Kansas
$21.7M
4
OIA
OneDigital Investment Advisors
Kansas
$212M
5
BDWCC
B&D White Capital Company
Texas
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1451
SFMG Wealth Advisors
Texas
– -$319K -12,720 Closed
PCM
1452
Presidio Capital Management
California
– -$305K -12,177 Closed
WPC
1453
Waters Parkerson & Co
Louisiana
– -$284K -11,337 Closed
AFW
1454
Avantra Family Wealth
Pennsylvania
– -$258K -10,292 Closed
LSIA
1455
LaSalle St. Investment Advisors
Illinois
– -$238K -9,517 Closed
ACP
1456
Aveo Capital Partners
Colorado
– -$235K -9,132 Closed
SCM
1457
Saxony Capital Management
Missouri
– -$227K -9,073 Closed
WFMPM
1458
Woodley Farra Manion Portfolio Management
Indiana
– -$222K -8,860 Closed
JWM
1459
JPL Wealth Management
Colorado
– -$219K -8,756 Closed
CPC
1460
Cookson Peirce & Co
Pennsylvania
– -$211K -8,411 Closed
ARC
1461
Advisor Resource Council
Texas
– -$200K -7,988 Closed
QCG
1462
Quadrant Capital Group
Ohio
– -$136K -5,437 Closed
SHIM
1463
Stone House Investment Management
Pennsylvania
– -$131K -5,228 Closed
SFG
1464
Stonebridge Financial Group
Pennsylvania
– -$127K -5,057 Closed
HCP
1465
Hexagon Capital Partners
Arkansas
– -$110K -4,384 Closed
BNP Paribas Financial Markets
1466
BNP Paribas Financial Markets
France
– -$99.6K -3,976 Closed
PA
1467
PSI Advisors
Florida
– -$95.5K -3,812 Closed
LWMI
1468
Legacy Wealth Management (Idaho)
Idaho
– -$78.2K -3,123 Closed
FFL
1469
Financial Freedom LLC
Ohio
– -$74.3K -2,969 Closed
MFA
1470
Morling Financial Advisors
California
– -$69.7K -2,784 Closed
LCM
1471
Logan Capital Management
Pennsylvania
– -$64.4K -2,572 Closed
QC
1472
Quent Capital
New York
– -$52.3K -2,088 Closed
Bessemer Group
1473
Bessemer Group
New Jersey
– -$52K -2,068 Closed
3IP
1474
3Chopt Investment Partners
Virginia
– -$40.4K -1,612 Closed
KWM
1475
Kiker Wealth Management
Georgia
– -$39.6K -1,580 Closed
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