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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
HW
801
Hancock Whitney
Mississippi
$909K +$822K +31,108 New
EL
802
Essex LLC
Illinois
$908K -$38.9K -1,472 -5%
DWT
803
Dorsey & Whitney Trust
South Dakota
$907K
LWA
804
Lantern Wealth Advisors
New York
$905K +$819K +30,982 New
FAG
805
Fortitude Advisory Group
Washington
$905K +$14.4K +543 +2%
OP
806
ORG Partners
Indiana
$904K -$190K -7,203 -19%
MTIC
807
Missouri Trust & Investment Company
Missouri
$896K
CAP
808
Columbia Advisory Partners
Washington
$889K -$784K -29,653 -49%
BWA
809
Burt Wealth Advisors
Maryland
$884K -$17.6K -666 -2%
WA
810
Wealth Architects
California
$874K
BC
811
Bulwark Capital
Florida
$874K +$791K +29,908 New
VFPW
812
Vantage Financial Partners (Wisconsin)
Wisconsin
$873K
CWM
813
Castle Wealth Management
Florida
$873K
SPL
814
Smart Portfolios LLC
Washington
$868K +$3.97K +150 +0.5%
TCWM
815
Total Clarity Wealth Management
Illinois
$859K +$778K +29,421 New
QP
816
Quartz Partners
New York
$859K +$155K +5,878 +25%
BAM
817
Bellevue Asset Management
Washington
$857K +$6.87K +260 +0.9%
GS
818
GTS Securities
New York
$855K +$774K +29,261 New
APW
819
Aurora Private Wealth
New Jersey
$854K -$9.84K -372 -1%
AG
820
Ascent Group
Virginia
$854K +$773K +29,229 New
SI
821
Stephens Inc
Arkansas
$851K +$49.3K +1,864 +7%
CCA
822
Clarity Capital Advisors
Florida
$848K +$132 +5 +0%
OAJ
823
Ogorek Anthony Joseph
New York
$846K -$3.41K -129 -0.4%
EHC
824
Everett Harris & Co
California
$845K
OFS
825
OMC Financial Services
New York
$841K -$1.8K -68 -0.2%

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.