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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
WFS
526
WealthGarden F.S.
California
$3.23M +$469K +17,751 +20%
EWM
527
Empirical Wealth Management
Washington
$3.21M +$773K +29,231 +36%
BAMG
528
Brand Asset Management Group
Missouri
$3.21M +$163K +6,164 +6%
Janney Montgomery Scott
529
Janney Montgomery Scott
Pennsylvania
$3.2M -$70.3K -2,658 -2%
FA
530
FC Advisory
Pennsylvania
$3.2M +$595K +22,509 +26%
HFA
531
Hershey Financial Advisers
Pennsylvania
$3.2M +$2.89M +109,426 New
S
532
SignatureFD
Georgia
$3.18M -$3.83K -145 -0.1%
SCA
533
STALEY CAPITAL ADVISERS
Pennsylvania
$3.17M
NSG
534
Nalls Sherbakoff Group
Tennessee
$3.16M +$5.97K +226 +0.2%
PFBT
535
Parkside Financial Bank & Trust
Missouri
$3.15M +$806K +30,468 +39%
AC
536
Avestar Capital
New York
$3.15M -$1.41M -53,181 -33%
FVWA
537
Foster Victor Wealth Advisors
South Carolina
$3.12M -$243K -9,175 -8%
Wealthfront Advisers
538
Wealthfront Advisers
California
$3.12M +$177K +6,692 +7%
BNMT
539
Bawa N Mallick Trust
New York
$3.11M
CCM
540
Condor Capital Management
New Jersey
$3.11M -$4.36K -165 -0.2%
MCA
541
Millennium Capital Advisors
Arkansas
$3.11M -$159 -6 -0%
CCM
542
Ciovacco Capital Management
Georgia
$3.09M -$10.5M -395,845 -79%
LFG
543
Larson Financial Group
Missouri
$3.07M +$287K +10,871 +12%
OPWM
544
Oxinas Partners Wealth Management
Indiana
$3.06M -$65.9K -2,493 -2%
BL
545
BFSG LLC
California
$3.04M +$22.8K +863 +0.8%
OC
546
Optima Capital
Oregon
$3.04M +$2.52M +95,171 +1,056%
GPFA
547
Game Plan Financial Advisors
Ohio
$3.03M -$3.68M -139,332 -53%
RWM
548
Revisor Wealth Management
Ohio
$3M +$375K +14,173 +16%
AWMG
549
Alliance Wealth Management Group
New Jersey
$2.99M
TCM
550
Towercrest Capital Management
Pennsylvania
$2.99M

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.