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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,428 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 159 funds opening new positions, 634 increasing their positions, 449 reducing their positions, and 55 closing their positions.

Holders
1,428
Holders Change
+72
Holders Change %
+5.31%
% of All Funds
19.17%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
159
Increased
634
Reduced
449
Closed
55
Calls
$17.6M
Puts
$4.73M
Net Calls
+$12.9M
Net Calls Change
+$9.59M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$958M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.61B
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.34B
4
LPL Financial
4
LPL Financial
California
$814M
5
MG
5
Mather Group
Illinois
$1.24B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$401M
2
Lido Advisors
2
Lido Advisors
California
$15.2M
3
FCI
3
Financial Counselors Inc
Kansas
$21.7M
4
OIA
4
OneDigital Investment Advisors
Kansas
$212M
5
BDWCC
5
B&D White Capital Company
Texas
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
Ballast Advisors
Minnesota
$26.7M -$739K -25,286 -3%
PAG
127
Private Advisor Group
New Jersey
$26.3M +$8.57M +293,428 +48%
Focus Partners Wealth
128
Focus Partners Wealth
Massachusetts
$26.1M +$2.75M +94,157 +12%
IP
129
Ignite Planners
California
$25.9M -$117K -3,931 -0.4%
SWM
130
SK Wealth Management
Rhode Island
$25.6M +$3.14M +106,739 +14%
BDF
131
Black Diamond Financial
Maryland
$25.6M -$1.84M -62,936 -7%
EFG
132
Ethos Financial Group
Pennsylvania
$25.4M +$1.91M +65,438 +8%
MOS
133
MGO One Seven
Ohio
$25.2M -$2.49M -85,131 -9%
BMWS
134
Brady Martz Wealth Solutions
North Dakota
$25.1M -$7.08M -242,317 -22%
MWM
135
Meridian Wealth Management
Kentucky
$24.9M -$1.24M -42,401 -5%
AIA
136
Ally Invest Advisors
North Carolina
$23.9M +$510K +17,462 +2%
KWA
137
Kingswood Wealth Advisors
California
$23.9M +$1.91M +65,414 +9%
LA
138
LVW Advisors
New York
$23.5M +$306K +10,460 +1%
AF
139
Apexium Financial
Texas
$23.4M +$2.91M +99,670 +14%
WCM
140
Weaver Capital Management
Georgia
$23.3M -$350K -11,974 -1%
PWM
141
Perigon Wealth Management
California
$23.3M +$880K +30,130 +4%
SFA
142
Seneca Financial Advisors
New York
$23.3M +$1.51M +51,693 +7%
WA
143
Win Advisors
Florida
$23.2M +$18.8M +644,597 +426%
GWM
144
Geneos Wealth Management
Colorado
$23.2M -$26.2M -895,553 -53%
VNA
145
Valley National Advisers
Pennsylvania
$23.2M +$1.48M +50,565 +7%
BTWM
146
Brass Tax Wealth Management
Ohio
$23.2M +$1M +34,280 +5%
CP
147
Capital Planning
Washington
$23.2M -$8.9M -304,603 -28%
HG
148
Harbor Group
New Hampshire
$23.1M -$149K -5,086 -0.6%
MCA
149
Midwest Capital Advisors
Michigan
$23M -$8.39M -287,242 -27%
AIP
150
Almanack Investment Partners
Pennsylvania
$22.8M +$21.9M +749,561 +2,465%
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