We are live on ! Find out more
SCHG icon

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
IA
276
IFS Advisors
Kansas
$11.8M +$10.6M +402,260 New
PSCM
277
Per Stirling Capital Management
Texas
$11.7M -$13.5K -511 -0.1%
LFP
278
Leeward Financial Partners
Washington
$11.6M +$92.2K +3,486 +0.9%
DFP
279
Defined Financial Planning
California
$11.5M +$1.25M +47,199 +14%
FWA
280
FSM Wealth Advisors
Ohio
$11.5M +$1.42M +53,889 +16%
FWP
281
FAS Wealth Partners
Kansas
$11.5M -$20.4K -770 -0.2%
HWMC
282
Heritage Wealth Management (California)
California
$11.4M +$1.25M +47,302 +14%
CPA
283
Clear Point Advisors
New York
$11.3M -$191K -7,242 -2%
IFG
284
Independent Financial Group
California
$11.2M +$2.44M +92,171 +32%
RMC
285
Ring Mountain Capital
California
$11.1M +$326K +12,333 +3%
RA
286
RFG Advisory
Alabama
$11.1M -$807K -30,529 -7%
TWM
287
TriaGen Wealth Management
California
$11.1M -$183K -6,927 -2%
SC
288
Soundwatch Capital
Connecticut
$11M +$423K +16,005 +74%
AAS
289
Asset Allocation Strategies
Michigan
$10.8M +$1.04M +39,257 +12%
JWCA
290
J.W. Cole Advisors
Florida
$10.7M +$1.4M +53,037 +17%
RWA
291
Redhawk Wealth Advisors
Minnesota
$10.6M -$2.02M -76,547 -17%
HBS
292
Howard Bailey Securities
Indiana
$10.3M +$303K +11,456 +3%
PIP
293
Peachtree Investment Partners
Florida
$10.3M -$2.12M -80,060 -19%
WF
294
Womack Financial
Texas
$10.2M +$221K +8,357 +2%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$10.2M +$248K +9,387 +3%
BBA
296
BLB&B Advisors
Pennsylvania
$10.1M -$637K -24,087 -7%
FF
297
Fairway Financial
Florida
$10M -$1.11K -42 -0%
MFG
298
Mainsail Financial Group
Washington
$10M -$9.15K -346 -0.1%
KW
299
Keyvantage Wealth
Pennsylvania
$10M -$145K -5,469 -2%
MAM
300
McCarthy Asset Management
California
$9.93M -$509K -19,248 -5%

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.