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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
PWAM
876
Private Wealth Asset Management
Iowa
$699K +$15.2K +573 +2%
ANTB
877
AMG National Trust Bank
Colorado
$692K +$280K +10,582 +81%
WAG
878
Windsor Advisory Group
Ohio
$691K -$147K -5,576 -19%
GKWIM
879
Gerber Kawasaki Wealth & Investment Management
California
$686K -$97.9K -3,703 -14%
IA
880
Insight Advisors
Pennsylvania
$685K -$255K -9,653 -29%
SWP
881
Sagespring Wealth Partners
Tennessee
$685K -$23.1K -872 -4%
TC
882
TownSquare Capital
Utah
$680K -$6.52M -246,436 -91%
RA
883
Resolute Advisors
California
$678K +$582 +22 +0.1%
PWA
884
Peterson Wealth Advisors
Utah
$675K -$3.57K -135 -0.6%
AAS
885
Annex Advisory Services
Wisconsin
$669K -$18.2K -687 -3%
WWA
886
Wisconsin Wealth Advisors
Wisconsin
$666K +$603K +22,799 New
PIMG
887
Patriot Investment Management Group
Tennessee
$663K +$11.2K +424 +2%
VWM
888
Vermillion Wealth Management
Minnesota
$662K +$59.8K +2,263 +11%
PCA
889
Prosperity Capital Advisors
Ohio
$662K +$348K +13,164 +139%
CA
890
Continuum Advisory
Idaho
$660K +$158K +5,960 +36%
SIAG
891
Safeguard Investment Advisory Group
California
$660K +$597K +22,590 New
SFC
892
SYM Financial Corp
Indiana
$659K
ATPW
893
Ashton Thomas Private Wealth
Arizona
$657K +$55K +2,079 +10%
LRPA
894
L. Roy Papp & Associates
Arizona
$655K -$13.7K -520 -2%
SWGC
895
Summit Wealth Group (Colorado)
Colorado
$653K +$591K +22,366 New
OAM
896
Oppenheimer Asset Management
New York
$653K -$7.72K -292 -1%
LWM
897
Lakeridge Wealth Management
Ohio
$651K -$42.3K -1,601 -7%
SCM
898
SOL Capital Management
Maryland
$648K +$3.44K +130 +0.6%
HBW
899
Hazlett, Burt & Watson
West Virginia
$646K +$16.7K +631 +3%
FSA
900
Financial Sense Advisors
California
$646K +$67.2K +2,543 +13%

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.