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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
NDSI
376
Newman Dignan & Sheerar Inc
Rhode Island
$6.73M -$204K -7,734 -3%
IAS
377
IMA Advisory Services
Colorado
$6.66M +$86.2K +3,260 +1%
FIM
378
Freedom Investment Management
Connecticut
$6.64M +$1.35M +51,146 +29%
RPGK
379
Retirement Planning Group (Kansas)
Kansas
$6.63M +$1.84M +69,447 +44%
BBWP
380
Beacon Bridge Wealth Partners
Pennsylvania
$6.62M -$91.5K -3,461 -2%
PWS
381
Precision Wealth Strategies
Missouri
$6.47M +$148K +5,615 +3%
SMC
382
Smith, Moore & Co
Missouri
$6.47M +$1.14M +42,967 +24%
LCM
383
Liberty Capital Management
Michigan
$6.44M +$250K +9,454 +4%
DBRC
384
D.B. Root & Company
Pennsylvania
$6.42M -$569K -21,523 -9%
Betterment LLC
385
Betterment LLC
New York
$6.37M +$122K +4,596 +2%
CA
386
Clearstead Advisors
Ohio
$6.35M -$111K -4,214 -2%
CFD
387
Creative Financial Designs
Indiana
$6.28M +$333K +12,584 +6%
JWA
388
JFS Wealth Advisors
Pennsylvania
$6.27M -$21.6K -818 -0.4%
MIM
389
Macroview Investment Management
Maryland
$6.2M +$231K +8,727 +4%
AQR Capital Management
390
AQR Capital Management
Connecticut
$6.19M +$2.17M +82,165 +63%
SAMC
391
Spectrum Asset Management (California)
California
$6.16M -$2.65M -100,254 -32%
PFA
392
Pinnacle Family Advisors
Missouri
$6.13M +$933K +35,278 +20%
GWM
393
GSB Wealth Management
Connecticut
$6.06M -$482K -18,247 -8%
CAG
394
Csenge Advisory Group
Florida
$6.06M -$67.3K -2,545 -1%
MIFH
395
Migdal Insurance & Financial Holdings
Israel
$5.99M -$6.68M -252,725 -55%
FI
396
FIDELIS iM
Oregon
$5.98M +$96.1K +3,634 +2%
WIM
397
WealthPlan Investment Management
Nebraska
$5.96M +$5.39M +203,981 New
NA
398
Nestegg Advisors
New York
$5.9M +$37K +1,400 +0.7%
FFS
399
Founders Financial Securities
Maryland
$5.89M -$56.6K -2,142 -1%
AAS
400
Ameritas Advisory Services
Nebraska
$5.85M -$708K -26,785 -12%

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.