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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
Russell Investments Group
551
Russell Investments Group
United Kingdom
$2.97M +$2.07M +78,465 +339%
SPI
552
Santori & Peters Inc
Pennsylvania
$2.93M +$49.6K +1,877 +2%
TAM
553
Townsend Asset Management
North Carolina
$2.91M -$193K -7,285 -7%
BCA
554
Bay Colony Advisors
Massachusetts
$2.89M +$57.1K +2,160 +2%
AC
555
Avant Capital
Louisiana
$2.87M -$35.1K -1,328 -1%
SFWA
556
Summit Financial Wealth Advisors
Louisiana
$2.86M +$63.3K +2,395 +3%
NF
557
Nikulski Financial
Iowa
$2.84M +$56.4K +2,133 +2%
CWA
558
Clearview Wealth Advisors
Oregon
$2.81M +$39.9K +1,508 +2%
JHC
559
J. Hagan Capital
Kentucky
$2.75M -$1.53M -57,831 -39%
CIBC Private Wealth Group
560
CIBC Private Wealth Group
Georgia
$2.74M -$50K -1,891 -2%
B
561
Birchbrook
Maine
$2.73M -$187K -7,088 -7%
CWA
562
Crux Wealth Advisors
California
$2.72M +$14.9K +562 +0.6%
AL
563
ACAS LLC
California
$2.7M -$22.3K -842 -0.9%
PCWA
564
Pacific Capital Wealth Advisors
California
$2.69M +$2.44M +92,201 New
SCA
565
Scott Capital Advisors
Oregon
$2.62M +$1.53K +58 +0.1%
LA
566
LexAurum Advisors
Kansas
$2.58M +$877K +33,187 +60%
PJSIMP
567
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.57M +$239K +9,031 +11%
WI
568
Westbourne Investments
Virginia
$2.54M +$66.2K +2,502 +3%
BWMG
569
Barnes Wealth Management Group
California
$2.54M +$31.3K +1,184 +1%
BCM
570
Becker Capital Management
Oregon
$2.54M -$77.9K -2,945 -3%
SWA
571
Sightline Wealth Advisors
Connecticut
$2.53M +$69.8K +2,639 +3%
TI
572
Tidal Investments
Wisconsin
$2.53M +$2.29M +86,500 New
HFA
573
Highland Financial Advisors
New Jersey
$2.52M -$1.28M -48,550 -36%
SMA
574
Sage Mountain Advisors
Georgia
$2.51M
LPAM
575
Lodestar Private Asset Management
California
$2.51M +$211K +7,991 +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.