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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
+$831M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$204M
3
SEI Investments
SEI Investments
Pennsylvania
+$132M
4
LPL Financial
LPL Financial
California
+$94.9M
5
MG
Mather Group
Illinois
+$53.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$106M
2
Lido Advisors
Lido Advisors
California
-$63.7M
3
FCI
Financial Counselors Inc
Kansas
-$36.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$30.3M
5
BDWCC
B&D White Capital Company
Texas
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.61B +$204M +6,979,991 +14%
SEI Investments
2
SEI Investments
Pennsylvania
$1.34B +$132M +4,524,057 +11%
MG
3
Mather Group
Illinois
$1.24B +$53.6M +1,836,380 +5%
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.12B -$344K -11,790 -0%
Charles Schwab
5
Charles Schwab
California
$958M +$831M +28,455,790 +654%
LPL Financial
6
LPL Financial
California
$814M +$94.9M +3,247,710 +13%
Mariner
7
Mariner
Kansas
$520M +$15.6M +533,543 +3%
Ameriprise
8
Ameriprise
Minnesota
$451M -$569K -19,476 -0.1%
Raymond James Financial
9
Raymond James Financial
Florida
$447M +$14.5M +494,865 +3%
APP
10
Avantax Planning Partners
Iowa
$444M +$9.31M +318,708 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$401M -$106M -3,698,540 -21%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$271M -$2.03M -69,390 -0.7%
FEG
13
Fund Evaluation Group
Ohio
$268M -$28.7M -981,329 -10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$268M +$27.3M +936,194 +11%
Morgan Stanley
15
Morgan Stanley
New York
$261M -$18.3M -627,448 -7%
MML Investors Services
16
MML Investors Services
Massachusetts
$252M +$46.1M +1,578,072 +22%
Bank of America
17
Bank of America
North Carolina
$236M +$11.5M +393,248 +5%
HighTower Advisors
18
HighTower Advisors
Illinois
$231M +$8.26M +282,760 +4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$219M +$15.5M +531,702 +8%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$212M +$1.8M +61,738 +0.9%
OIA
21
OneDigital Investment Advisors
Kansas
$212M -$30.3M -1,036,404 -12%
ML
22
McAdam LLC
Pennsylvania
$199M +$3.55M +121,498 +2%
MGIA
23
Moneta Group Investment Advisors
Missouri
$168M +$13.3M +455,973 +9%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$164M +$3.62M +124,004 +2%
AAS
25
Avantax Advisory Services
Texas
$160M +$12.2M +418,544 +8%
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