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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
WPW
826
Watershed Private Wealth
Illinois
$832K -$6.16K -233 -0.8%
EW
827
Element Wealth
Mississippi
$827K
NAMNJ
828
NorthStar Asset Management (New Jersey)
New Jersey
$820K +$635 +24 +0.1%
TWA
829
TCI Wealth Advisors
Arizona
$818K
CIR
830
Clear Investment Research
Georgia
$818K -$11.3K -428 -2%
HWA
831
Hilltop Wealth Advisors
North Carolina
$815K -$28.7K -1,086 -4%
MW
832
Maia Wealth
Colorado
$801K -$53.7K -2,032 -7%
IWN
833
Independent Wealth Network
Iowa
$800K +$13.7K +518 +2%
CAI
834
Capital Advisors Inc
Oklahoma
$797K +$55.9K +2,114 +8%
GEM
835
Global Endowment Management
North Carolina
$796K +$721K +27,260 New
GA
836
Goldstein Advisors
Wisconsin
$795K -$5K -189 -0.7%
CCC
837
Compass Capital Corp
Massachusetts
$793K -$93.1K -3,522 -12%
SWM
838
SpringVest Wealth Management
Texas
$792K -$63.5K -2,400 -8%
LJAC
839
L.J. Altfest & Co
New York
$789K -$18.6K -702 -3%
JWS
840
Juncture Wealth Strategies
Arizona
$787K +$712K +26,926 New
ABC
841
Associated Banc-Corp
Wisconsin
$786K +$22.1K +836 +3%
IAIM
842
International Assets Investment Management
Florida
$785K +$171K +6,454 +32%
SFS
843
Summit Financial Strategies
Ohio
$784K -$59K -2,232 -8%
GC
844
Grimes & Company
Massachusetts
$777K +$49.5K +1,871 +8%
NB
845
NBT Bank
New York
$775K -$8.33K -315 -1%
DBIA
846
Dumont & Blake Investment Advisors
New Jersey
$773K +$27.4K +1,036 +4%
GCA
847
Genesee Capital Advisors
New York
$771K +$661 +25 +0.1%
EA
848
Ergawealth Advisors
Illinois
$771K +$267K +10,085 +62%
WFA
849
WMG Financial Advisors
Tennessee
$771K +$64.6K +2,443 +10%
Members Trust
850
Members Trust
Florida
$769K

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.