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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
VAS
426
Vestmark Advisory Solutions
Massachusetts
$5.14M +$2.58M +97,686 +125%
ECML
427
Eagle Capital Management (Louisiana)
Louisiana
$5.08M -$636K -24,060 -12%
CWM
428
Chesapeake Wealth Management
Virginia
$5.05M -$36.4K -1,376 -0.8%
OWM
429
Orgel Wealth Management
Wisconsin
$5.02M +$685K +25,913 +18%
AWA
430
Acorn Wealth Advisors
Michigan
$5.01M +$2.25M +84,967 +98%
WIA
431
Wealthedge Investment Advisors
New York
$4.98M -$104K -3,938 -2%
CCM
432
Cambridge Capital Management
Illinois
$4.98M -$34.7K -1,314 -0.8%
MAS
433
Madden Advisory Services
Florida
$4.96M +$213K +8,056 +5%
KMWM
434
Keudell/Morrison Wealth Management
Oregon
$4.96M +$98.5K +3,727 +2%
KBFS
435
Kohmann Bosshard Financial Services
Ohio
$4.96M +$79.3K +3,000 +2%
RIA
436
Regal Investment Advisors
Michigan
$4.9M +$667K +25,240 +18%
CFO
437
CVA Family Office
Colorado
$4.87M +$360K +13,633 +9%
CCA
438
Cypress Capital Advisors
Tennessee
$4.87M +$1.27M +48,052 +41%
RFA
439
RTD Financial Advisors
Pennsylvania
$4.84M -$170K -6,434 -4%
GVAG
440
Great Valley Advisor Group
Delaware
$4.81M -$102K -3,845 -2%
HWA
441
HCR Wealth Advisors
California
$4.81M -$31.4K -1,189 -0.7%
Corient Private Wealth
442
Corient Private Wealth
Florida
$4.81M -$1.92M -72,792 -31%
BWM
443
Boyd Wealth Management
California
$4.74M +$177K +6,704 +4%
NJIM
444
Nabity-Jensen Investment Management
Nebraska
$4.72M -$11.5K -436 -0.3%
WCM
445
Winthrop Capital Management
Indiana
$4.71M -$108K -4,083 -2%
SF
446
Synovus Financial
Georgia
$4.71M +$398K +15,060 +10%
HAP
447
Harbor Asset Planning
Massachusetts
$4.69M +$4.25M +160,643 New
PIA
448
Panoramic Investment Advisors
Colorado
$4.68M +$285K +10,766 +7%
William Blair & Company
449
William Blair & Company
Illinois
$4.64M -$1.21M -45,840 -22%
KIM
450
Kane Investment Management
California
$4.64M -$1.13M -42,760 -21%

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.