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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
CWG
751
Cornerstone Wealth Group
North Carolina
$1.17M +$32K +1,209 +3%
SIS
752
Strategic Investment Solutions
Illinois
$1.13M -$15.7K -593 -2%
KIA
753
KCM Investment Advisors
California
$1.12M +$184K +6,973 +22%
AMG
754
Asset Management Group
Connecticut
$1.12M +$978 +37 +0.1%
CS
755
Capital Square
Tennessee
$1.12M -$138K -5,216 -12%
SP
756
Stonebrook Private
Michigan
$1.11M +$176K +6,639 +21%
PCM
757
Pennsylvania Capital Management
Pennsylvania
$1.1M +$14.2K +536 +1%
NW
758
NewEdge Wealth
Pennsylvania
$1.09M +$7.38K +279 +0.8%
CCM
759
Colorado Capital Management
Colorado
$1.09M +$126K +4,748 +15%
SFG
760
Sunburst Financial Group
Alabama
$1.09M -$1.3K -49 -0.1%
EWM
761
Evercore Wealth Management
New York
$1.08M
CFB
762
Cullen/Frost Bankers
Texas
$1.08M +$820 +31 +0.1%
VCP
763
Verus Capital Partners
Arizona
$1.08M +$396K +14,967 +68%
CAM
764
Cozad Asset Management
Illinois
$1.07M
CCA
765
Clearwater Capital Advisors
Illinois
$1.07M -$48K -1,815 -5%
BCP
766
Blackhawk Capital Partners
Wisconsin
$1.07M -$410K -15,494 -30%
SWM
767
Stark Wealth Management
Pennsylvania
$1.06M +$238K +8,986 +32%
HC
768
Hoese & Co
Minnesota
$1.06M -$96K -3,630 -9%
DWM
769
DecisionMap Wealth Management
Virginia
$1.06M -$12.3K -465 -1%
PFPT
770
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.05M +$321K +12,136 +51%
AF
771
Advisornet Financial
Minnesota
$1.04M -$147K -5,552 -13%
WP
772
Wealthspan Partners
Iowa
$1.04M +$544K +20,573 +137%
BI
773
Binnacle Investments
Iowa
$1.04M +$3.31K +125 +0.4%
ICM
774
Islay Capital Management
Texas
$1.03M +$3.31K +125 +0.4%
FFA
775
Fi3 Financial Advisors
Indiana
$1.02M

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.