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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
DAS
576
Diversify Advisory Services
Utah
$2.5M -$8.78K -332 -0.4%
UAG
577
United Advisor Group
Ohio
$2.49M +$1.38M +52,040 +157%
ST
578
Smithfield Trust
Pennsylvania
$2.49M +$2.25M +85,253 New
TVM
579
True Vision MN
Minnesota
$2.49M -$84.8K -3,206 -4%
CCG
580
Capital CS Group
California
$2.48M +$347K +13,122 +18%
WRPWM
581
Werba Rubin Papier Wealth Management
California
$2.48M -$18.6K -703 -0.8%
FAIM
582
Financial Advocates Investment Management
Washington
$2.45M -$730K -27,629 -25%
SCA
583
Snowden Capital Advisors
New York
$2.43M +$74.7K +2,827 +4%
PFS
584
Prospera Financial Services
Texas
$2.43M +$816K +30,859 +59%
Jane Street
585
Jane Street
New York
$2.42M +$2.19M +82,711 New
SG
586
StoneX Group
New York
$2.4M +$321K +12,159 +17%
JSL
587
JT Stratford LLC
Georgia
$2.39M +$215K +8,118 +11%
HC
588
Hurley Capital
New York
$2.38M -$2.78K -105 -0.1%
TC
589
TFR Capital
Texas
$2.38M +$84.1K +3,181 +4%
OPA
590
Old Port Advisors
Maine
$2.37M -$93.1K -3,521 -4%
MCWS
591
McKinley Carter Wealth Services
West Virginia
$2.37M +$1.56M +58,943 +265%
AIA
592
Aventus Investment Advisors
Florida
$2.37M +$2.14M +81,006 New
NHT
593
New Hampshire Trust
New Hampshire
$2.34M +$520K +19,669 +33%
ACG
594
Allen Capital Group
Nebraska
$2.33M +$141K +5,320 +7%
PL
595
Plancorp LLC
Missouri
$2.33M +$106 +4 +0%
WC
596
Waterloo Capital
Texas
$2.31M -$296K -11,211 -12%
SAM
597
Secure Asset Management
Michigan
$2.3M +$1.83M +69,363 +738%
FPL
598
Fortress Private Ledger
North Carolina
$2.27M +$99.1K +3,748 +5%
PFA
599
Petra Financial Advisors
Colorado
$2.27M +$800K +30,263 +64%
AA
600
Apriem Advisors
California
$2.26M +$33.6K +1,271 +2%

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.