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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.

New
Increased
Maintained
Reduced
Closed
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 %
PA
151
Persium Advisors
Georgia
$22.7M +$1.34M +45,756 +6%
KNFPWM
152
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$22.6M +$1.12M +38,446 +5%
MAG
153
Members Advisory Group
New York
$22.6M +$940K +32,194 +4%
FA
154
Fountainhead AM
New Jersey
$22.6M -$469K -16,040 -2%
SWA
155
Stratos Wealth Advisors
Ohio
$22.4M -$62.9K -2,152 -0.3%
MA
156
Mutual Advisors
Nebraska
$22.3M +$357K +11,829 +2%
SW
157
SkyOak Wealth
Michigan
$22M +$1.85M +63,446 +9%
RWM
158
RKL Wealth Management
Pennsylvania
$21.9M -$1.37M -46,962 -6%
MPM
159
Meritage Portfolio Management
Kansas
$21.9M +$19.4M +665,324 +779%
FCI
160
Financial Counselors Inc
Kansas
$21.7M -$36.8M -1,258,722 -63%
EWA
161
EP Wealth Advisors
California
$21.5M +$10.8M +368,495 +100%
Jones Financial Companies
162
Jones Financial Companies
Missouri
$21.4M +$5.68M +195,832 +36%
WA
163
WBH Advisory
Maryland
$21.3M +$1.69M +57,999 +9%
IA
164
Integrity Alliance
Iowa
$21.3M +$302K +10,331 +1%
PSIWM
165
Paradigm Strategies in Wealth Management
Minnesota
$21.3M +$269K +9,207 +1%
SC
166
Savant Capital
Illinois
$21.2M -$362K -12,400 -2%
UW
167
Unique Wealth
Florida
$21.1M -$2.17M -74,140 -9%
FFWA
168
FRG Family Wealth Advisors
Washington
$21M +$471K +16,110 +2%
SF
169
Seek First
California
$20.5M +$993K +34,006 +5%
ACM
170
Alpha Capital Management
Texas
$20.4M -$3.13M -107,224 -13%
CI
171
Conning Inc
Connecticut
$20.3M – – –
PWM
172
Prosperity Wealth Management
California
$20.3M +$2.21M +75,566 +12%
MWP
173
Meriwether Wealth & Planning
Louisiana
$20.3M +$754K +25,800 +4%
US Bancorp
174
US Bancorp
Minnesota
$20.2M -$1.47M -50,338 -7%
FA
175
Fiduciary Alliance
South Carolina
$20.2M +$6.77M +231,752 +51%
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