SCHG icon

Schwab US Large-Cap Growth ETF

1,437 hedge funds and large institutions have $23.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 638 increasing their positions, 452 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.6M
Puts
$4.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$20.2M
FA
177
Fiduciary Alliance
South Carolina
$20.2M
SFA
178
Souders Financial Advisors
Ohio
$20.1M
TPCW
179
TD Private Client Wealth
New York
$20M
LTL
180
Lowery Thomas LLC
California
$19.9M
IWP
181
Invenio Wealth Partners
Florida
$19.9M
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$19.8M
CSP
183
Cary Street Partners
Virginia
$19.4M
RC
184
Rovin Capital
Arizona
$19.1M
AWS
185
Aspen Wealth Strategies
Colorado
$18.9M
NA
186
NewEdge Advisors
Louisiana
$18.9M
DI
187
DAGCO Inc
Ohio
$18.8M
PFWA
188
Paces Ferry Wealth Advisors
Georgia
$18.8M
AFG
189
Allegheny Financial Group
Pennsylvania
$18.8M
SS
190
Sunbelt Securities
Texas
$18.7M
RGF
191
Retirement Guys Formula
Ohio
$18.7M
GSIS
192
Global Strategic Investment Solutions
Arizona
$18.5M
AI
193
Atria Investments
North Carolina
$18.3M
WAM
194
Weinberger Asset Management
California
$18.3M
JJBC
195
James J. Burns & Company
New York
$18.3M
SL
196
Systelligence LLC
Minnesota
$18.3M
SPG
197
Strategic Planning Group
Utah
$18.2M
BWL
198
Bogart Wealth LLC
Virginia
$18.1M
SWM
199
Schwallier Wealth Management
Michigan
$17.9M
PVAMC
200
PPS&V Asset Management Consultants
Michigan
$17.8M