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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
CMP
326
Courage Miller Partners
Virginia
$8.88M +$383K +14,472 +5%
NFW
327
Noble Family Wealth
Florida
$8.84M -$667K -25,227 -8%
BCM
328
Brookstone Capital Management
Illinois
$8.79M -$204K -7,718 -2%
PG
329
Prostatis Group
Maryland
$8.76M +$7.93M +300,028 New
TWP
330
Total Wealth Planning
Ohio
$8.76M +$36.5K +1,381 +0.5%
ISWM
331
Independent Solutions Wealth Management
New York
$8.71M +$142K +5,369 +2%
Bank of New York Mellon
332
Bank of New York Mellon
New York
$8.68M +$393K +14,847 +5%
WF
333
Warner Financial
Maryland
$8.6M +$132K +5,009 +2%
MCA
334
MSH Capital Advisors
Arizona
$8.52M +$699K +26,452 +10%
HFS
335
Howard Financial Services
Texas
$8.47M +$7.66M +289,897 New
WMWM
336
Wilkins Miller Wealth Management
Alabama
$8.47M +$379K +14,353 +5%
PL
337
Polianta Ltd
Jersey
$8.43M +$7.63M +288,500 New
CFA
338
Cahill Financial Advisors
Minnesota
$8.32M +$520K +19,672 +7%
MWM
339
Maridea Wealth Management
New York
$8.3M +$7.26M +274,623 +2,848%
VWA
340
VSM Wealth Advisory
Maryland
$8.13M +$8.57M +324,086 +3,873%
CSF
341
Capital Squared Financial
Maryland
$8M +$7.24M +273,870 New
FNBSF
342
First National Bank Sioux Falls
South Dakota
$7.97M +$226K +8,533 +3%
CFGA
343
Cambridge Financial Group (Arizona)
Arizona
$7.97M -$5.79K -219 -0.1%
CA
344
CoreCap Advisors
Michigan
$7.96M +$140K +5,290 +2%
DC
345
Davenport & Co
Virginia
$7.95M +$4.68M +176,935 +186%
MAG
346
Mayfair Advisory Group
Alabama
$7.93M +$207K +7,833 +3%
USCWA
347
U.S. Capital Wealth Advisors
Texas
$7.92M +$955K +36,138 +15%
CFG
348
Cooper Financial Group
California
$7.87M +$3.26M +123,391 +85%
DAS
349
Dynamic Advisor Solutions
Arizona
$7.85M -$2.42M -91,400 -25%
BEI
350
Benjamin Edwards Inc
Missouri
$7.85M +$469K +17,741 +7%

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.