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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
MWP
601
Madison Wealth Partners
Wisconsin
$2.22M -$283K -10,712 -12%
SA
602
Strategic Advisors
New York
$2.22M -$26.4K -997 -1%
RSWA
603
Robinson Smith Wealth Advisors
Maine
$2.22M -$122K -4,619 -6%
SA
604
Strategic Advocates
Utah
$2.21M -$18.2K -690 -0.9%
HSA
605
HBK Sorce Advisory
Pennsylvania
$2.2M -$127K -4,798 -6%
BRWA
606
B. Riley Wealth Advisors
Florida
$2.2M +$1.99M +75,152 New
MFG
607
Midwest Financial Group
Kansas
$2.19M +$54.6K +2,064 +3%
CHA
608
Cooper/Haims Advisors
New York
$2.18M -$5.26K -199 -0.3%
DSC
609
Duncker Streett & Co
Missouri
$2.18M +$132 +5 +0%
MF
610
Montis Financial
Massachusetts
$2.17M -$35.9K -1,359 -2%
RWM
611
Reston Wealth Management
Virginia
$2.17M +$127K +4,814 +7%
AGC
612
Aspen Grove Capital
Colorado
$2.17M +$26 +1 +0%
ONB
613
Old National Bancorp
Indiana
$2.16M -$84K -3,176 -4%
AP
614
Appleton Partners
Massachusetts
$2.16M -$28.2K -1,065 -1%
CM
615
Columbus Macro
Pennsylvania
$2.14M +$184K +6,964 +10%
BA
616
Bristlecone Advisors
Washington
$2.14M +$687 +26 +0%
VFIC
617
Valley Forge Investment Consultants
Pennsylvania
$2.14M -$21.7K -821 -1%
MC
618
Moors & Cabot
Massachusetts
$2.14M +$1.94M +73,191 New
QWM
619
Quadcap Wealth Management
Texas
$2.14M +$191K +7,236 +11%
RWRC
620
R.W. Roge & Company
New York
$2.13M -$104K -3,933 -5%
GM
621
GeoWealth Management
Illinois
$2.13M +$357K +13,498 +23%
TC
622
Tenret Company
Florida
$2.12M
RSWM
623
Robertson Stephens Wealth Management
California
$2.11M -$11.7M -441,486 -86%
BFA
624
Beaumont Financial Advisors
Massachusetts
$2.1M -$3.7K -140 -0.2%
MAM
625
Milestone Asset Management
Pennsylvania
$2.1M -$1.77M -66,916 -48%

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.