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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
Fisher Asset Management
726
Fisher Asset Management
Washington
$1.3M +$217K +8,223 +23%
HWA
727
HMV Wealth Advisors
Louisiana
$1.29M -$631K -23,871 -35%
SFG
728
SevenBridge Financial Group
Pennsylvania
$1.29M +$125K +4,737 +13%
AWM
729
Aprio Wealth Management
Georgia
$1.28M +$162K +6,117 +16%
TWCA
730
Two West Capital Advisors
Kansas
$1.28M +$80K +3,027 +8%
BlackRock
731
BlackRock
New York
$1.27M +$631K +23,876 +121%
FWP
732
Forefront Wealth Partners
Texas
$1.27M +$479K +18,125 +66%
TA
733
TrueWealth Advisors
Alabama
$1.27M -$13.1K -496 -1%
GAA
734
Guardian Asset Advisors
Pennsylvania
$1.26M -$17.7K -670 -2%
FC
735
Fusion Capital
South Carolina
$1.26M +$423 +16 +0%
BFA
736
Beacon Financial Advisory
Ohio
$1.25M -$185K -6,996 -14%
OFO
737
OneAscent Family Office
Alabama
$1.25M +$136K +5,131 +14%
RFN
738
Redwood Financial Network
Ohio
$1.24M +$13.1K +496 +1%
VA
739
VestGen Advisors
Illinois
$1.24M
VA
740
Valmark Advisers
Ohio
$1.24M -$86.1K -3,257 -7%
BSCCG
741
Blue Sky Capital Consultants Group
California
$1.23M +$7.24K +274 +0.7%
CCFM
742
Clear Creek Financial Management
Washington
$1.22M +$857K +32,423 +349%
MAM
743
Marotta Asset Management
Virginia
$1.21M +$783K +29,618 +248%
GC
744
Gilbert & Cook
Iowa
$1.21M
IWP
745
Insight Wealth Partners
Texas
$1.2M -$15.7K -595 -1%
RFN
746
RDA Financial Network
Iowa
$1.2M +$171K +6,452 +19%
LWM
747
LongView Wealth Management
Georgia
$1.19M -$3.74M -141,455 -78%
AC
748
Apella Capital
Connecticut
$1.19M +$7.93K +300 +0.7%
SWP
749
SIMA Wealth Partners
Virginia
$1.19M -$53 -2 -0%
WIC
750
Woodmont Investment Counsel
Tennessee
$1.18M +$39K +1,475 +4%

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.