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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
BFS
501
BridgePort Financial Solutions
Iowa
$3.73M +$2.57M +97,257 +320%
GG
502
GenWealth Group
New Jersey
$3.72M +$251K +9,492 +8%
KAS
503
KPP Advisory Services
Kentucky
$3.72M +$31.5K +1,193 +0.9%
RBWA
504
RFG - Bristol Wealth Advisors
Massachusetts
$3.69M +$133K +5,039 +4%
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$3.65M -$260K -9,844 -7%
NCM
506
Northwest Capital Management
Oregon
$3.64M -$1.36M -51,438 -29%
MMCM
507
Murphy & Mullick Capital Management
New York
$3.63M +$152K +5,742 +5%
SOS
508
Silver Oak Securities
Tennessee
$3.62M -$1.24M -47,028 -27%
DE
509
Diversified Enterprises
Delaware
$3.58M -$138K -5,228 -4%
AA
510
Aire Advisors
California
$3.57M +$378K +14,307 +13%
KFP
511
KMG Fiduciary Partners
Ohio
$3.55M +$323K +12,218 +11%
NL
512
NWAM LLC
Washington
$3.48M +$1.06M +40,116 +53%
Northern Trust
513
Northern Trust
Illinois
$3.42M -$158K -5,977 -5%
JGCM
514
Joseph Group Capital Management
Ohio
$3.4M +$1.4K +53 +0%
CRC
515
Curi RMB Capital
Illinois
$3.4M +$312K +11,788 +11%
BFM
516
Broadview Financial Management
Wisconsin
$3.39M -$16.8K -634 -0.5%
IAA
517
Independent Advisor Alliance
North Carolina
$3.39M -$147K -5,570 -5%
CJH
518
Christopher J. Hasenberg
Wisconsin
$3.39M -$3.25M -122,879 -51%
LWM
519
Latko Wealth Management
Illinois
$3.36M +$277K +10,469 +10%
D.E. Shaw & Co
520
D.E. Shaw & Co
New York
$3.35M +$1.76M +66,471 +138%
B
521
Bensler
Washington
$3.33M -$398K -15,058 -12%
LIA
522
LifePlan Investment Advisors
North Carolina
$3.32M -$29K -1,098 -1%
HWM
523
Heirloom Wealth Management
Colorado
$3.32M +$66.6K +2,518 +2%
TYCC
524
Texas Yale Capital Corp
Florida
$3.29M -$493K -18,630 -14%
TWP
525
Tempus Wealth Planning
California
$3.26M +$148K +5,601 +5%

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.