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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 %
GCM
1451
Gallacher Capital Management
Colorado
– -$359K -14,335 Closed
SFC
1452
Summit Financial Consulting
Michigan
– -$324K -12,954 Closed
SWA
1453
SFMG Wealth Advisors
Texas
– -$319K -12,720 Closed
PCM
1454
Presidio Capital Management
California
– -$305K -12,177 Closed
WPC
1455
Waters Parkerson & Co
Louisiana
– -$284K -11,337 Closed
AFW
1456
Avantra Family Wealth
Pennsylvania
– -$258K -10,292 Closed
LSIA
1457
LaSalle St. Investment Advisors
Illinois
– -$238K -9,517 Closed
ACP
1458
Aveo Capital Partners
Colorado
– -$235K -9,132 Closed
SCM
1459
Saxony Capital Management
Missouri
– -$227K -9,073 Closed
WFMPM
1460
Woodley Farra Manion Portfolio Management
Indiana
– -$222K -8,860 Closed
JWM
1461
JPL Wealth Management
Colorado
– -$219K -8,756 Closed
CPC
1462
Cookson Peirce & Co
Pennsylvania
– -$211K -8,411 Closed
ARC
1463
Advisor Resource Council
Texas
– -$200K -7,988 Closed
QCG
1464
Quadrant Capital Group
Ohio
– -$136K -5,437 Closed
SHIM
1465
Stone House Investment Management
Pennsylvania
– -$131K -5,228 Closed
SFG
1466
Stonebridge Financial Group
Pennsylvania
– -$127K -5,057 Closed
HCP
1467
Hexagon Capital Partners
Arkansas
– -$110K -4,384 Closed
BNP Paribas Financial Markets
1468
BNP Paribas Financial Markets
France
– -$99.6K -3,976 Closed
PA
1469
PSI Advisors
Florida
– -$95.5K -3,812 Closed
LWMI
1470
Legacy Wealth Management (Idaho)
Idaho
– -$78.2K -3,123 Closed
FFL
1471
Financial Freedom LLC
Ohio
– -$74.3K -2,969 Closed
MFA
1472
Morling Financial Advisors
California
– -$69.7K -2,784 Closed
LCM
1473
Logan Capital Management
Pennsylvania
– -$64.4K -2,572 Closed
QC
1474
Quent Capital
New York
– -$52.3K -2,088 Closed
Bessemer Group
1475
Bessemer Group
New Jersey
– -$52K -2,068 Closed
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