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Schwab US Large-Cap Growth ETF

1,461 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: 1,3761,461 (+85)

0.29% more ownership

Funds ownership: 52.74%53.04% (+0.29%)

Holders
1,461
Holders Change
+85
Holders Change %
+6.18%
% of All Funds
19.24%
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
TWM
26
Thrive Wealth Management
Pennsylvania
$148M +$7.65M +289,455 +6%
RWM
27
RMG Wealth Management
Wisconsin
$143M +$127M +4,795,625 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$142M +$20.6M +780,213 +19%
FFN
29
Focus Financial Network
Minnesota
$141M +$6.19M +234,264 +5%
CCMG
30
Clark Capital Management Group
Pennsylvania
$135M -$654K -24,737 -0.5%
MAM
31
Marquette Asset Management
Minnesota
$126M +$8.3M +314,063 +8%
Wells Fargo
32
Wells Fargo
California
$112M +$6.44M +243,733 +7%
HWA
33
HHM Wealth Advisors
Tennessee
$110M +$5.86M +221,638 +6%
BPA
34
Beacon Pointe Advisors
California
$107M +$217K +8,224 +0.2%
Two Sigma Investments
35
Two Sigma Investments
New York
$97.3M -$6.01M -227,200 -6%
AssetMark Inc
36
AssetMark Inc
California
$93.7M +$1.06M +39,996 +1%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$92.5M +$2.09M +79,040 +3%
Cerity Partners
38
Cerity Partners
New York
$91.1M +$1.99M +75,451 +2%
GRR
39
Golden Reserve Retirement
Ohio
$91M +$8.95M +338,665 +12%
RRWA
40
Rainey & Randall Wealth Advisors
Florida
$90.2M -$47.8K -1,807 -0.1%
Truist Financial
41
Truist Financial
North Carolina
$89.9M -$3.6M -136,288 -4%
FA
42
Financial Advisors
Massachusetts
$89M -$1.52M -57,510 -2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$88.8M -$15.6M -591,277 -16%
LFS
44
Legacy Financial Strategies
Kansas
$86.4M +$2.38M +90,006 +3%
KF
45
Krilogy Financial
Missouri
$86.2M +$1.04M +39,206 +1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$84M +$2.66M +100,651 +4%
PAS
47
Park Avenue Securities
New York
$81.6M +$16.1M +610,166 +28%
WA
48
Waverly Advisors
Alabama
$69.6M +$5.27M +199,346 +9%
BFG
49
Berger Financial Group
Minnesota
$66.4M +$1.7M +64,483 +3%
HWM
50
HRC Wealth Management
Idaho
$66.2M +$3.15M +118,980 +6%

SCHG Hedge Fund Activity: Q2 2025 in Review

1,461 of the 7,595 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.

  • 1,461 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2025, up from 1,376 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.