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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
WB
451
WesBanco Bank
West Virginia
$4.58M +$4.14M +156,753 New
AIA
452
Arcadia Investment Advisors
Idaho
$4.54M -$5.31K -201 -0.1%
BIA
453
Bigelow Investment Advisors
Maine
$4.54M +$13.7K +517 +0.3%
MAMG
454
Milestone Asset Management Group
Connecticut
$4.54M +$194K +7,347 +5%
BWM
455
Brown Wealth Management
Illinois
$4.51M +$1.22M +46,134 +43%
KPWS
456
Kestra Private Wealth Services
Texas
$4.51M -$83.9K -3,173 -2%
PPWM
457
Perissos Private Wealth Management
Oklahoma
$4.5M -$9.46K -358 -0.2%
WA
458
WPG Advisers
Maryland
$4.47M +$1.49M +56,467 +58%
MFG
459
Magnus Financial Group
New York
$4.47M +$598K +22,618 +17%
QCM
460
Quantinno Capital Management
New York
$4.46M +$2.21M +83,714 +121%
LAM
461
L2 Asset Management
Massachusetts
$4.42M +$2.54M +96,017 +173%
CF
462
Centaurus Financial
California
$4.4M +$782K +29,568 +24%
PAS
463
Parsonex Advisory Services
Colorado
$4.4M +$3.98M +150,468 New
HAS
464
HBW Advisory Services
California
$4.39M +$2.26M +85,515 +132%
CPRC
465
Consolidated Portfolio Review Corp
New York
$4.35M +$135K +5,096 +4%
Bank of Montreal
466
Bank of Montreal
Ontario, Canada
$4.3M +$108K +4,099 +3%
BBW
467
Blue Barn Wealth
Utah
$4.28M -$45.9K -1,736 -1%
AT
468
Arlington Trust
Alabama
$4.26M
OFS
469
OneAscent Financial Services
Alabama
$4.24M +$2.64M +99,944 +220%
FA
470
Fermata Advisors
California
$4.18M +$985K +37,270 +35%
PWSG
471
Pacific Wealth Strategies Group
California
$4.18M -$6.83M -258,398 -65%
FA
472
Fagan Associates
New York
$4.16M +$11.4K +430 +0.3%
EFG
473
Embree Financial Group
Illinois
$4.16M -$96.2K -3,640 -2%
TF
474
Trek Financial
Arizona
$4.16M -$446K -16,870 -11%
NRI
475
NFP Retirement Inc
California
$4.14M -$436K -16,473 -10%

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.