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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
PWMG
651
Prestige Wealth Management Group
New Jersey
$1.85M -$80.7K -3,053 -5%
GS
652
GWN Securities
Florida
$1.83M +$240K +9,062 +17%
CIA
653
Capital Investment Advisors
Georgia
$1.83M +$342K +12,943 +26%
CFO
654
Custos Family Office
Texas
$1.8M +$1.56K +59 +0.1%
NEPWA
655
New England Private Wealth Advisors
Massachusetts
$1.8M -$44.4K -1,679 -3%
S
656
Sachetta
Massachusetts
$1.79M -$31.4K -1,188 -2%
SEIA
657
Signature Estate & Investment Advisors
California
$1.78M +$396K +14,987 +33%
IA
658
IFG Advisory
Georgia
$1.77M +$423K +16,008 +36%
RI
659
Rinkey Investments
California
$1.76M +$1.31M +49,365 +451%
AWP
660
Atlas Wealth Partners
Pennsylvania
$1.75M +$30.1K +1,139 +2%
AC
661
AlphaCore Capital
California
$1.75M +$598K +22,602 +61%
AA
662
Ancora Advisors
Ohio
$1.75M +$110K +4,177 +8%
SFC
663
Sprinkle Financial Consultants
Colorado
$1.74M -$1.56M -59,174 -50%
PVI
664
Pine Valley Investments
New Jersey
$1.73M -$291 -11 -0%
CFP
665
Comprehensive Financial Planning
Pennsylvania
$1.72M +$1.45K +55 +0.1%
BWM
666
BCS Wealth Management
Tennessee
$1.72M +$453K +17,137 +41%
Comerica Bank
667
Comerica Bank
Texas
$1.71M +$115K +4,353 +8%
MCM
668
MidAtlantic Capital Management
Virginia
$1.71M +$169K +6,381 +12%
GWWM
669
Great Waters Wealth Management
Minnesota
$1.71M -$73.1K -2,765 -5%
MWA
670
Medallion Wealth Advisors
Connecticut
$1.7M -$45.1K -1,705 -3%
FC
671
Financial Consulate
Maryland
$1.7M +$872 +33 +0.1%
NEWAS
672
N.E.W. Advisory Services
Wisconsin
$1.7M -$10.8M -408,923 -88%
B
673
Bailard
California
$1.69M -$137K -5,200 -8%
IRC
674
Investors Research Corp
Georgia
$1.69M +$120K +4,550 +9%
BIG
675
Brookwood Investment Group
Arizona
$1.67M -$187K -7,091 -11%

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.