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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
OL
926
Owen LaRue
Kentucky
$611K +$19.7K +744 +4%
FHC
927
First Heartland Consultants
Missouri
$609K +$30.7K +1,161 +6%
GLA
928
Good Life Advisors
Pennsylvania
$606K +$10.5K +396 +2%
AO
929
Advisor OS
Illinois
$604K +$15.8K +597 +3%
SW
930
SVB Wealth
Massachusetts
$593K +$537K +20,309 New
HH
931
Hilltop Holdings
Texas
$592K +$17.3K +655 +3%
BAWC
932
Boyce & Associates Wealth Consulting
Texas
$591K +$20.3K +767 +4%
PP
933
Patten & Patten
Tennessee
$590K +$21.5K +812 +4%
RFP
934
Root Financial Partners
California
$583K +$528K +19,963 New
VAS
935
Valicenti Advisory Services
New York
$579K -$10.8K -410 -2%
VCWA
936
Vanguard Capital Wealth Advisors
Colorado
$578K -$181K -6,834 -26%
SC
937
Scotia Capital
Ontario, Canada
$578K
BDFN
938
Bond & Devick Financial Network
Minnesota
$576K
SOWAS
939
Silver Oak Wealth Advisors Services
California
$575K
CPSAC
940
Chas P. Smith & Associates (CPS)
Florida
$573K
SAM
941
Smartleaf Asset Management
Massachusetts
$570K -$126K -4,765 -20%
FHA
942
Flagship Harbor Advisors
Massachusetts
$567K +$476 +18 +0.1%
AWM
943
Accurate Wealth Management
Florida
$567K +$106K +4,024 +26%
LFS
944
Lutz Financial Services
Nebraska
$565K -$233K -8,802 -31%
PA
945
Parallel Advisors
California
$563K -$327K -12,366 -39%
EAM
946
Evanson Asset Management
California
$559K -$29.4K -1,112 -5%
WIP
947
WealthCare Investment Partners
Rhode Island
$559K +$952 +36 +0.2%
WAT
948
Wealth Advisory Team
Kentucky
$559K +$506K +19,126 New
EWA
949
EverSource Wealth Advisors
Alabama
$556K +$243K +9,199 +93%
MAS
950
Meeder Advisory Services
Ohio
$555K -$12.9K -487 -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.