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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
SAM
251
Smithbridge Asset Management
Pennsylvania
$13.3M +$767K +29,013 +7%
FWS
252
FinDec Wealth Services
California
$13.3M -$932K -35,249 -7%
VCWM
253
Vista Cima Wealth Management
Arizona
$13.2M +$279K +10,550 +2%
RWP
254
Revolve Wealth Partners
New Jersey
$13.2M -$1.03M -38,817 -8%
KA
255
Kovack Advisors
Florida
$13.1M -$670K -25,344 -5%
FLPIM
256
F.L. Putnam Investment Management
Massachusetts
$13M +$8.34M +315,567 +246%
DADC
257
D.A. Davidson & Co
Montana
$12.9M +$86.9K +3,287 +0.7%
AWS
258
Atria Wealth Solutions
New York
$12.9M -$12.4M -468,262 -51%
CKAIS
259
Christensen King & Associates Investment Services
Washington
$12.9M -$30.5K -1,155 -0.3%
EFG
260
Everhart Financial Group
Ohio
$12.9M -$148K -5,600 -1%
PF
261
Prosperitas Financial
California
$12.7M +$2.97M +112,357 +35%
FFA
262
Farther Finance Advisors
California
$12.5M +$1.14M +43,182 +11%
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$12.5M -$327K -12,355 -3%
NLWP
264
Next Level Wealth Planning
Idaho
$12.4M +$977K +36,947 +10%
ACM
265
Advisors Capital Management
New Jersey
$12.4M +$5.2M +196,861 +87%
SF
266
Schaeffer Financial
Maryland
$12.3M +$3.25M +123,081 +41%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$12.2M +$1.11M +41,859 +11%
ECA
268
Elevation Capital Advisory
Oregon
$12.2M +$11M +417,929 New
RW
269
Regimen Wealth
Georgia
$12M -$3.09M -116,928 -22%
IWM
270
IHT Wealth Management
Illinois
$12M +$2.46M +93,052 +29%
AZ
271
Alpha Zero
Florida
$12M +$516K +19,519 +5%
FIA
272
Foundations Investment Advisors
Arizona
$12M +$1.19M +45,193 +12%
OWM
273
Opes Wealth Management
California
$11.9M +$548K +20,743 +5%
MBI
274
May Barnhard Investments
Maryland
$11.9M -$120K -4,555 -1%
IAN
275
Integrated Advisors Network
Texas
$11.8M +$229K +8,643 +2%

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.