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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
SCP
676
Stevens Capital Partners
Nebraska
$1.67M +$1.46M +55,349 New
YLHM
677
Yelin Lapidot Holdings Management
Israel
$1.67M
RIS
678
Retirement Income Solutions
Michigan
$1.64M -$32.7K -1,236 -2%
Brown Advisory
679
Brown Advisory
Maryland
$1.64M +$94.4K +3,570 +7%
CIC
680
Carnegie Investment Counsel
Ohio
$1.6M +$1.02M +38,749 +241%
HA
681
Herold Advisors
New York
$1.59M -$365K -13,805 -20%
KFGK
682
Keystone Financial Group (Kentucky)
Kentucky
$1.59M -$217K -8,198 -13%
CAWM
683
Capital Advisors Wealth Management
Washington
$1.59M +$86.7K +3,280 +6%
SQA
684
Simon Quick Advisors
New Jersey
$1.59M -$9.68K -366 -0.7%
HWA
685
Heritage Wealth Architects
Minnesota
$1.57M +$1.43M +53,918 New
JWM
686
JFG Wealth Management
Colorado
$1.56M +$50.1K +1,895 +4%
SWM
687
Segment Wealth Management
Texas
$1.55M -$4.81K -182 -0.3%
TNA
688
True North Advisors
Texas
$1.54M -$78.3K -2,960 -5%
SAG
689
SageView Advisory Group
California
$1.53M +$20.8K +786 +2%
AIM
690
AMI Investment Management
Indiana
$1.53M -$25.8K -976 -2%
FCB
691
First County Bank
Connecticut
$1.53M +$313K +11,840 +29%
SC
692
SouthState Corp
Florida
$1.53M -$142K -5,364 -9%
OFG
693
Oxford Financial Group
Indiana
$1.51M +$26 +1 +0%
TIAA Trust, National Association
694
TIAA Trust, National Association
North Carolina
$1.51M -$21.9K -829 -2%
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$1.49M +$102K +3,868 +8%
PFS
696
Prospect Financial Services
New York
$1.49M +$1.06M +39,952 +361%
AMCA
697
Arthur M. Cohen & Associates
Illinois
$1.48M
KF
698
K2 Financial
California
$1.47M +$1.8K +68 +0.1%
AWM
699
Arista Wealth Management
Nevada
$1.47M +$1.1M +41,790 +485%
KJWM
700
Kiley Juergens Wealth Management
Washington
$1.45M +$301K +11,369 +30%

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.