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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
GIA
476
Gladstone Institutional Advisory
Florida
$4.13M +$71.8K +2,714 +2%
BF
477
Baring Financial
Washington
$4.08M +$148K +5,595 +4%
Baird Financial Group
478
Baird Financial Group
Wisconsin
$4.05M +$977K +36,938 +36%
FSA
479
Financial Services Advisory
Maryland
$4.02M -$15.2K -573 -0.4%
MMA
480
Miracle Mile Advisors
California
$4.01M -$145K -5,500 -4%
SAF
481
Smith Anglin Financial
Texas
$4M -$820K -31,016 -18%
BCM
482
Barden Capital Management
Texas
$4M -$82.2K -3,110 -2%
DT
483
Diversified Trust
Tennessee
$3.99M +$22.5K +852 +0.6%
BMCM
484
Burns Matteson Capital Management
New York
$3.98M +$129K +4,893 +4%
PCA
485
Pallas Capital Advisors
Massachusetts
$3.97M -$265K -10,023 -7%
FWA
486
Flagship Wealth Advisors
Massachusetts
$3.95M -$1.07M -40,385 -23%
GPA
487
Guerra Pan Advisors
New Jersey
$3.95M +$245K +9,263 +7%
Pathstone Holdings
488
Pathstone Holdings
New Jersey
$3.94M +$1.93M +73,124 +118%
LW
489
Linscomb Wealth
Texas
$3.94M -$183K -6,908 -5%
ADL
490
Asset Dedication LLC
California
$3.93M +$2.72K +103 +0.1%
AA
491
Advisory Alpha
Michigan
$3.89M -$29.9K -1,132 -0.8%
LIM
492
Leavell Investment Management
Alabama
$3.89M -$2.56K -97 -0.1%
AT
493
American Trust
Kentucky
$3.88M +$3.52M +132,969 New
FWA
494
FSC Wealth Advisors
New York
$3.87M +$6.45K +244 +0.2%
DIA
495
Dana Investment Advisors
Wisconsin
$3.86M +$5.68K +215 +0.2%
QWP
496
Quotient Wealth Partners
Texas
$3.81M -$408K -15,425 -11%
AFA
497
AllGen Financial Advisors
Florida
$3.79M -$9.76M -369,189 -74%
CCWM
498
Cassaday & Co Wealth Management
Virginia
$3.76M +$132K +4,990 +4%
BOPW
499
Brandywine Oak Private Wealth
Pennsylvania
$3.75M +$20.8K +787 +0.6%
AIM
500
Athena Investment Management
California
$3.74M +$3.86K +146 +0.1%

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.