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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
VFS
351
Valpey Financial Services
New Hampshire
$7.74M +$7M +264,923 New
JFG
352
JMG Financial Group
Illinois
$7.73M -$149K -5,626 -2%
MS
353
Madden Securities
Texas
$7.7M -$97.6K -3,691 -1%
IIC
354
Integrated Investment Consultants
Michigan
$7.69M -$218K -8,257 -3%
CWM
355
Congress Wealth Management
Massachusetts
$7.68M +$1.25M +47,187 +22%
CIA
356
Cape Investment Advisory
Georgia
$7.62M -$35.1K -1,328 -0.5%
TI
357
Truepoint Inc
Ohio
$7.57M +$4.51M +170,398 +192%
CA
358
Calton & Associates
Florida
$7.5M +$1.28M +48,478 +23%
EWA
359
Exencial Wealth Advisors
Oklahoma
$7.49M +$766K +28,980 +13%
CA
360
Cambridge Advisors
Nebraska
$7.41M -$27.2K -1,029 -0.4%
SWP
361
Stratos Wealth Partners
Ohio
$7.38M +$55.9K +2,113 +0.8%
MCCA
362
Mill Creek Capital Advisors
Pennsylvania
$7.36M +$3.27M +123,509 +96%
SFG
363
Snider Financial Group
Washington
$7.3M +$2.8M +105,869 +73%
ACS
364
Archford Capital Strategies
Illinois
$7.25M -$2.7K -102 -0%
FS
365
Financially Speaking
Colorado
$7.22M +$6.53M +246,883 +90,103%
P
366
&Partners
Tennessee
$7.21M +$2.1M +79,477 +48%
OCPWS
367
One Charles Private Wealth Services
Massachusetts
$7.11M +$6.44M +243,416 New
MMHP
368
Murphy Middleton Hinkle & Parker
Georgia
$7.07M
AF
369
Amara Financial
California
$7.06M +$2.69M +101,722 +73%
ACA
370
Aptus Capital Advisors
Alabama
$7.03M -$253K -9,577 -4%
GG
371
Gleason Group
Kentucky
$7.02M +$6.19K +234 +0.1%
CFGSD
372
Compass Financial Group (South Dakota)
South Dakota
$7.01M +$679K +25,689 +12%
IFWM
373
Institute for Wealth Management
Colorado
$7M -$50.5K -1,911 -0.8%
JPLA
374
Joseph P. Lucia & Associates
New York
$6.99M +$15.8K +599 +0.3%
CA
375
Claro Advisors
Massachusetts
$6.77M -$2.64M -100,029 -30%

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.