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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
DFA
301
DHJJ Financial Advisors
Illinois
$9.85M -$65.6K -2,481 -0.7%
ATWA
302
Arbor Trust Wealth Advisors
Michigan
$9.82M -$1.14M -42,941 -11%
AWM
303
AE Wealth Management
Kansas
$9.81M +$2.35M +89,025 +36%
Goldman Sachs
304
Goldman Sachs
New York
$9.79M -$4.9M -185,458 -36%
CCM
305
Coldstream Capital Management
Washington
$9.76M -$422K -15,970 -5%
AWM
306
Accel Wealth Management
Iowa
$9.62M +$92.7K +3,508 +1%
CW
307
CreativeOne Wealth
Kansas
$9.59M +$1.85M +69,992 +27%
PAG
308
Powers Advisory Group
Illinois
$9.56M +$754K +28,532 +10%
CFG
309
Certior Financial Group
Pennsylvania
$9.53M +$652K +24,664 +8%
CAM
310
Cresset Asset Management
Illinois
$9.52M -$227K -8,579 -3%
CPIG
311
Chicago Partners Investment Group
Illinois
$9.51M +$582K +22,022 +7%
AWM
312
Apex Wealth Management
New Hampshire
$9.49M -$3.38M -128,007 -28%
IC
313
IEQ Capital
California
$9.47M -$677K -25,597 -7%
MA
314
MBA Advisors
Pennsylvania
$9.47M +$295K +11,162 +4%
EE
315
EWG Elevate
California
$9.42M -$1.42M -53,824 -14%
KV
316
Kickstand Ventures
New York
$9.42M +$3.5M +132,386 +70%
CAC
317
Certified Advisory Corp
Florida
$9.39M +$362K +13,687 +4%
CWP
318
Clark Wealth Partners
Illinois
$9.38M +$484K +18,320 +6%
BCIM
319
Bishop & Co Investment Management
Pennsylvania
$9.29M +$2.98M +112,596 +55%
VFA
320
Valeo Financial Advisors
Indiana
$9.25M +$7.55M +285,576 +688%
SFMG
321
Sage Financial Management Group
Virginia
$9.22M -$347K -13,136 -4%
RFM
322
Royal Fund Management
Florida
$9.12M +$44.3K +1,675 +0.5%
AWM
323
Apollon Wealth Management
South Carolina
$9.03M -$700K -26,458 -8%
MWM
324
MinichMacGregor Wealth Management
New York
$8.99M -$10.5M -398,192 -56%
ACA
325
Affinity Capital Advisors
California
$8.9M -$225K -8,521 -3%

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.