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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 %
SFA
176
Souders Financial Advisors
Ohio
$20.1M +$567K +19,409 +3%
TPCW
177
TD Private Client Wealth
New York
$20M +$1.43M +48,998 +8%
LTL
178
Lowery Thomas LLC
California
$19.9M -$349K -11,964 -2%
IWP
179
Invenio Wealth Partners
Florida
$19.9M +$426K +14,571 +2%
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$19.8M +$2.22M +76,051 +13%
CSP
181
Cary Street Partners
Virginia
$19.4M -$1.26M -43,112 -6%
RC
182
Rovin Capital
Arizona
$19.1M +$4.22M +144,366 +28%
AWS
183
Aspen Wealth Strategies
Colorado
$18.9M -$51.1K -1,749 -0.3%
NA
184
NewEdge Advisors
Louisiana
$18.9M +$5.15M +176,214 +38%
DI
185
DAGCO Inc
Ohio
$18.8M +$1.78M +60,830 +10%
PFWA
186
Paces Ferry Wealth Advisors
Georgia
$18.8M +$1.58M +54,019 +9%
AFG
187
Allegheny Financial Group
Pennsylvania
$18.8M +$460K +15,763 +3%
SS
188
Sunbelt Securities
Texas
$18.7M +$342K +12,266 +2%
RGF
189
Retirement Guys Formula
Ohio
$18.7M +$16.2M +556,099 +674%
GSIS
190
Global Strategic Investment Solutions
Arizona
$18.5M +$240K +8,208 +1%
AI
191
Atria Investments
North Carolina
$18.3M +$2.15M +73,547 +13%
WAM
192
Weinberger Asset Management
California
$18.3M +$224K +7,682 +1%
JJBC
193
James J. Burns & Company
New York
$18.3M -$419K -14,357 -2%
SL
194
Systelligence LLC
Minnesota
$18.3M +$311K +10,639 +2%
SPG
195
Strategic Planning Group
Utah
$18.2M +$852K +29,178 +5%
BWL
196
Bogart Wealth LLC
Virginia
$18.1M +$342K +11,709 +2%
SWM
197
Schwallier Wealth Management
Michigan
$17.9M +$3.24M +110,885 +22%
PVAMC
198
PPS&V Asset Management Consultants
Michigan
$17.8M +$1.05M +36,068 +6%
ACA
199
Ackerman Capital Advisors
Texas
$17.8M -$387K -13,242 -2%
BCI
200
Brinker Capital Investments
Pennsylvania
$17.6M +$3.56M +122,024 +25%
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