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Schwab US Large-Cap Growth ETF
SCHG

1,629 hedge funds and large institutions have $28.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 660 increasing their positions, 554 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 52

97% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.44M

19% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 554

10% more funds holding in top 10

Funds holding in top 10: 219 → 240 (+21)

8% more funds holding

Funds holding: 1,506 → 1,629 (+123)

6% more capital invested

Capital invested by funds: $26.6B → $28.2B (+$1.65B)

2.27% more ownership

Funds ownership: 51.19% → 53.46% (+2.3%)

Holders
1,629
Holders Change
+123
Holders Change %
+8.17%
% of All Funds
19.82%
Holding in Top 10
240
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.59%
% of All Funds
2.92%
New
202
Increased
660
Reduced
554
Closed
52
Calls
$14.7M
Puts
$7.44M
Net Calls
+$7.24M
Net Calls Change
-$6.41M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$186M
2
Charles Schwab
Charles Schwab
California
+$105M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$99.9M
4
BWP
BlueStem Wealth Partners
Minnesota
+$91.8M
5
LPL Financial
LPL Financial
California
+$80.2M

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$182M
2
RWM
RMG Wealth Management
Wisconsin
-$161M
3
Two Sigma Investments
Two Sigma Investments
New York
-$57.1M
4
SB
Strategic Blueprint
Georgia
-$54.7M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$52.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FLP
1676
Financial Life Planners
Arizona
– -$7.99K -250 Closed
FLFS
1677
Family Legacy Financial Solutions
North Carolina
– -$6.39K -200 Closed
KWM
1678
Kiker Wealth Management
Georgia
– -$6.32K -198 Closed
BF
1679
BOK Financial
Oklahoma
– -$5.74K -180 Closed
NC
1680
North Capital
Utah
– -$4.99K -156 Closed
Optiver Holding
1681
Optiver Holding
Netherlands
– -$3.8K -119 Closed
KFP
1682
Keener Financial Planning
Texas
– -$3K -108 Closed
CFS
1683
Compass Financial Services
Iowa
– -$96 -3 Closed
64 65 66 67
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