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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
AAP
401
Arax Advisory Partners
Colorado
$5.83M +$2.7M +101,995 +111%
SCM
402
Steele Capital Management
Iowa
$5.82M -$149K -5,653 -3%
WIA
403
Westbourne Investment Advisors
Maryland
$5.8M +$91.8K +3,473 +2%
SPIA
404
Steward Partners Investment Advisory
New York
$5.78M +$1.15M +43,414 +28%
MMH
405
Menora Mivtachim Holdings
Israel
$5.75M +$56.6K +2,140 +1%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$5.75M -$184K -6,952 -3%
FTS
407
Fifth Third Securities
Ohio
$5.75M +$726K +27,469 +16%
AWM
408
Avior Wealth Management
Nebraska
$5.74M +$1.11M +41,917 +27%
HA
409
HC Advisors
Georgia
$5.73M -$112K -4,244 -2%
CAG
410
Compass Advisory Group
New York
$5.7M +$92.7K +3,506 +2%
FWM
411
Fingerlakes Wealth Management
New York
$5.7M +$749K +28,317 +17%
WANY
412
Wealthspire Advisors (New York)
New York
$5.66M +$160K +6,064 +3%
GFP
413
Guardian Financial Partners
California
$5.65M +$585K +22,124 +13%
AWA
414
Arkadios Wealth Advisors
Georgia
$5.62M +$2.62M +99,103 +106%
RWP
415
RWA Wealth Partners
Massachusetts
$5.61M +$1.31M +49,469 +35%
CI
416
CX Institutional
Indiana
$5.54M +$4.84M +182,876 +2,713%
DWM
417
Dakota Wealth Management
Florida
$5.46M -$504K -19,059 -9%
MCC
418
Money Concepts Capital
Florida
$5.4M +$1.74M +65,944 +55%
TFS
419
Thoroughbred Financial Services
Tennessee
$5.34M +$179K +6,754 +4%
VBWMG
420
Von Berge Wealth Management Group
California
$5.32M -$121K -4,581 -2%
SWM
421
Silverlake Wealth Management
Vermont
$5.32M +$481K +18,188 +11%
LIWM
422
Long Island Wealth Management
New York
$5.28M -$196K -7,421 -4%
GRP
423
Global Retirement Partners
California
$5.21M +$4.71M +178,318 New
DWM
424
Diversify Wealth Management
Utah
$5.2M +$135K +5,112 +3%
HCM
425
Hengehold Capital Management
Ohio
$5.15M +$13.8K +521 +0.3%

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.