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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
HL
776
HeadInvest LLC
Maine
$1.02M -$9.25K -350 -1%
KFA
777
Kelleher Financial Advisors
New York
$1.01M
STA
778
Summit Trail Advisors
New York
$1.01M +$916K +34,627 New
SFS
779
Sowell Financial Services
Arkansas
$1.01M -$212 -8 -0%
QPWM
780
Quadrant Private Wealth Management
Pennsylvania
$1.01M -$16.9K -641 -2%
NAS
781
NWF Advisory Services
California
$1M +$35.4K +1,339 +4%
BWA
782
Beam Wealth Advisors
Louisiana
$1M +$131K +4,957 +17%
FLA
783
Financial Life Advisors
Texas
$989K -$264 -10 -0%
CE
784
Cornerstone Enterprises
Wisconsin
$985K -$4.89M -185,085 -85%
RMA
785
Roffman Miller Associates
Pennsylvania
$983K -$7.01K -265 -0.8%
CG
786
Cynosure Group
Utah
$982K -$5.95K -225 -0.7%
BPWM
787
Badgley Phelps Wealth Managers
Washington
$974K +$2.94K +111 +0.3%
RZH
788
Relyea Zuckerberg Hanson
Connecticut
$967K +$555 +21 +0.1%
PPWM
789
Paragon Private Wealth Management
Kentucky
$966K +$149K +5,644 +21%
FEM
790
Fulcrum Equity Management
Texas
$959K +$213K +8,038 +32%
NP
791
NorthRock Partners
Minnesota
$958K -$202K -7,653 -19%
ATI
792
ARK & TLK Investments
Oklahoma
$955K
MWM
793
Mission Wealth Management
California
$954K +$100K +3,781 +13%
FPF
794
First Pacific Financial
Washington
$953K -$210K -7,936 -20%
UB
795
UMB Bank
Missouri
$952K -$26.7K -1,011 -3%
PCI
796
Planning Center Inc
Illinois
$950K -$70.3K -2,659 -8%
OWM
797
OneAscent Wealth Management
Alabama
$940K +$228K +8,623 +37%
EFP
798
Elser Financial Planning
Indiana
$938K +$289K +10,928 +52%
SFG
799
Sovereign Financial Group
Connecticut
$931K +$15.2K +575 +2%
CA
800
CGN Advisors
Kansas
$915K +$60.7K +2,296 +8%

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.