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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
SWM
701
Sculati Wealth Management
Michigan
$1.45M -$443K -16,746 -25%
SNBOSD
702
Security National Bank of So Dak
Iowa
$1.45M
IF
703
Integrity Financial
Wyoming
$1.45M +$424K +16,020 +48%
MA
704
Modus Advisors
Minnesota
$1.45M -$4.42K -167 -0.3%
OAS
705
Optivise Advisory Services
Tennessee
$1.45M +$16.7K +631 +1%
AIM
706
Avity Investment Management
Connecticut
$1.44M -$6.21K -235 -0.5%
CCM
707
Cloud Capital Management
Washington
$1.43M +$636K +24,047 +102%
GSEP
708
Golden State Equity Partners
California
$1.43M +$57.6K +2,179 +5%
CAL
709
Capital Analysts LLC
Pennsylvania
$1.43M -$3.15K -119 -0.2%
WCM
710
Whitener Capital Management
North Carolina
$1.41M +$181K +6,839 +16%
AIM
711
Advyzon Investment Management
Illinois
$1.41M +$1.07M +40,495 +510%
KP
712
Keel Point
Alabama
$1.41M +$291 +11 +0%
JCFM
713
JBR Co Financial Management
Oklahoma
$1.41M -$258K -9,756 -17%
FSA
714
Fort Sheridan Advisors
Illinois
$1.41M +$351K +13,286 +38%
WWA
715
WCG Wealth Advisors
Nevada
$1.39M +$127K +4,791 +11%
FA
716
Freestate Advisors
Kansas
$1.39M +$1.26M +47,647 New
MFA
717
Millington Financial Advisors
Illinois
$1.39M -$362K -13,684 -23%
DWM
718
Destination Wealth Management
California
$1.39M -$48.5K -1,835 -4%
KCM
719
Kathmere Capital Management
Pennsylvania
$1.38M +$66K +2,495 +6%
AAA
720
Adams Asset Advisors
Texas
$1.36M +$1.23M +46,573 New
PCMN
721
Paradigm Capital Management (Nevada)
Nevada
$1.35M +$33.2K +1,256 +3%
AWM
722
Axxcess Wealth Management
California
$1.35M +$642K +24,274 +111%
SFC
723
Strategic Financial Concepts
Texas
$1.35M +$538K +20,343 +79%
AI
724
Accredited Investors
Minnesota
$1.34M +$26 +1 +0%
AOWM
725
Alpha Omega Wealth Management
Virginia
$1.32M +$460K +17,398 +62%

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.