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Schwab US Large-Cap Growth ETF

1,462 hedge funds and large institutions have $23.5B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 649 increasing their positions, 459 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $4.73M

189% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 56

41% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 459

28% more capital invested

Capital invested by funds: $18.3B → $23.5B (+$5.15B)

9% more funds holding in top 10

Funds holding in top 10: 209228 (+19)

6% more funds holding

Funds holding: 1,3771,462 (+85)

0.29% more ownership

Funds ownership: 52.74%53.04% (+0.29%)

Holders
1,462
Holders Change
+85
Holders Change %
+6.17%
% of All Funds
19.25%
Holding in Top 10
228
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+9.09%
% of All Funds
3%
New
162
Increased
649
Reduced
459
Closed
56
Calls
$17.6M
Puts
$4.73M
Net Calls
+$12.9M
Net Calls Change
+$9.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SeaCrest Wealth Management
New York
$15.1M +$800K +30,267 +6%
SF
227
Summit Financial
New Jersey
$14.9M +$5.55M +209,850 +70%
VCA
228
Verdence Capital Advisors
Maryland
$14.8M +$1.22M +46,285 +10%
KGP
229
Keystone Global Partners
Colorado
$14.8M +$2.24M +84,863 +20%
MWA
230
Martel Wealth Advisors
Washington
$14.7M -$138K -5,237 -1%
FF
231
Friday Financial
Iowa
$14.7M +$55.2K +2,086 +0.4%
ASN
232
Advisory Services Network
Georgia
$14.7M +$3.07M +115,961 +31%
DC
233
Dahring Cusmano
Michigan
$14.6M +$469K +17,742 +4%
LBC
234
Lowe Brockenbrough & Co
Virginia
$14.5M -$1.04M -39,206 -7%
KWM
235
Kingsview Wealth Management
Oregon
$14.5M +$884K +33,435 +7%
WMWM
236
Whitaker-Myers Wealth Managers
Ohio
$14.4M +$2.71M +102,415 +26%
HI
237
Harbour Investments
Wisconsin
$14.4M +$289K +10,926 +2%
CL
238
Choreo LLC
Illinois
$14.4M +$8.68M +328,461 +201%
CNWM
239
Clay Northam Wealth Management
California
$14M +$53K +2,005 +0.4%
BP
240
Broadleaf Partners
Ohio
$14M +$1.05M +39,623 +9%
BRWM
241
Blue Rock Wealth Management
North Carolina
$14M +$2.31M +87,392 +22%
YIA
242
YHB Investment Advisors
Connecticut
$14M -$476K -17,989 -4%
CW
243
Code Waechter
Florida
$13.9M +$2.91M +110,150 +30%
TFG
244
Team Financial Group
California
$13.8M +$1.08M +41,033 +10%
BAM
245
Berkshire Asset Management
Pennsylvania
$13.7M -$23K -869 -0.2%
SW
246
Simplicity Wealth
New Jersey
$13.6M +$11.3M +426,507 +1,084%
GGI
247
GPM Growth Investors
Michigan
$13.6M +$66.5K +2,515 +0.5%
GA
248
Guerra Advisors
Florida
$13.5M +$1.8M +68,083 +17%
EF
249
Elite Financial
Idaho
$13.4M +$19K +719 +0.2%
OC
250
Oppenheimer & Co
New York
$13.4M +$1.85M +69,916 +18%

SCHG Hedge Fund Activity: Q2 2025 in Review

1,462 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2025, worth a combined $23.5B — up 28% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new SCHG positions and 56 closed out — a net gain of 106 holders — while 649 added to existing stakes and 459 trimmed.

The largest buyer was Charles Schwab, adding an estimated $752M. The largest seller was Lido Advisors, cutting an estimated $57.6M.

  • 1,462 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2025, up from 1,377 in Q1 2025.
  • Funds reported $23.5B of Schwab US Large-Cap Growth ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 162 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2025 and 56 closed out, a net change of +106 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2025 was Charles Schwab, an estimated $752M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2025 was Lido Advisors, an estimated $57.6M sold.

Based on aggregated 13F filings for Q2 2025.