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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
BC
51
Brio Consultants
California
$65.8M -$546K -20,645 -0.9%
MCM
52
MAI Capital Management
Ohio
$65.8M +$25.2K +952 +0%
Stifel Financial
53
Stifel Financial
Missouri
$62.1M -$4.82M -182,181 -8%
KAS
54
Kestra Advisory Services
Texas
$61.6M -$6.88M -260,308 -11%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61.2M -$857K -32,430 -2%
AWM
56
Angeles Wealth Management
California
$61M -$15.3M -578,288 -22%
UBS Group
57
UBS Group
Switzerland
$60.9M +$7.35M +277,849 +15%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$60.7M +$498K +18,849 +0.9%
UCFA
59
United Capital Financial Advisors
Texas
$59.1M -$4.57M -172,890 -8%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$59M +$39.9M +1,510,579 +296%
FMP
61
Financial Management Professionals
Texas
$58M +$2.2M +83,292 +4%
VWA
62
Visionary Wealth Advisors
Illinois
$58M +$2.33M +88,256 +5%
NFG
63
Nadler Financial Group
Illinois
$56.7M +$1.35M +50,947 +3%
MFG
64
Merit Financial Group
Georgia
$56M +$28.8M +1,090,799 +132%
Creative Planning
65
Creative Planning
Kansas
$54.7M -$196K -7,411 -0.4%
KLI
66
Kelman-Lazarov Inc
Tennessee
$54.6M +$1.07M +40,523 +2%
MSFS
67
Main Street Financial Solutions
Pennsylvania
$54.1M +$3.32M +125,638 +7%
GAM
68
Gemmer Asset Management
California
$53.6M +$169K +6,378 +0.3%
AFG
69
Atomi Financial Group
New York
$53.5M +$9.97M +376,970 +26%
NCMW
70
Northern Capital Management (Washington)
Washington
$52.8M -$863K -32,637 -2%
PCIA
71
Prime Capital Investment Advisors
Kansas
$52.2M -$26.3M -993,143 -36%
HWM
72
HB Wealth Management
Georgia
$52M +$5.37M +203,272 +13%
CWA
73
Cornerstone Wealth Advisors
Minnesota
$51M +$99.7K +3,771 +0.2%
BAM
74
Belpointe Asset Management
Nevada
$50.4M +$15.4M +582,673 +51%
BFS
75
Burkett Financial Services
South Carolina
$49.8M +$793K +29,976 +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.