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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
BJL
951
Brighton Jones LLC
Washington
$554K +$169K +6,406 +51%
MA
952
MONECO Advisors
Connecticut
$552K -$15.2K -575 -3%
JIP
953
Jaffetilchin Investment Partners
Florida
$551K -$18.3K -694 -4%
PGAM
954
Princeton Global Asset Management
New Jersey
$547K +$53 +2 +0%
PMFA
955
Plante Moran Financial Advisors
Michigan
$547K -$8.51K -322 -2%
SFG
956
Synergy Financial Group
California
$547K -$71.8K -2,715 -13%
FWM
957
Focused Wealth Management
New York
$544K -$264 -10 -0.1%
PTC
958
Private Trust Company
Ohio
$536K -$312K -11,782 -39%
VFG
959
Victory Financial Group
Texas
$534K +$483K +18,284 New
AIM
960
Aspen Investment Management
Michigan
$532K +$264 +10 +0.1%
CFG
961
Citizens Financial Group
Rhode Island
$531K +$79 +3 +0%
BTI
962
Blue Trust Inc
Georgia
$525K +$350K +13,220 +278%
HWM
963
Hohimer Wealth Management
Washington
$524K
MFWP
964
Mosaic Family Wealth Partners
Missouri
$520K +$212 +8 +0%
DOA
965
D'Orazio & Associates
Virginia
$519K +$470K +17,777 New
KA
966
Klingman & Associates
New York
$519K -$4.79K -181 -1%
XPN
967
XY Planning Network
Montana
$519K +$11.8K +447 +3%
ZRP
968
Zynergy Retirement Planning
New Jersey
$516K -$154K -5,831 -25%
DPI
969
Diversified Portfolios Inc
Michigan
$515K -$57.7K -2,184 -11%
JPWM
970
Jamison Private Wealth Management
Georgia
$515K +$160K +6,046 +52%
IWA
971
IVC Wealth Advisors
Pennsylvania
$513K -$25.8K -974 -5%
AC
972
Annandale Capital
Texas
$510K +$449 +17 +0.1%
CWM
973
Cabot Wealth Management
Massachusetts
$510K -$159 -6 -0%
CWP
974
Core Wealth Partners
California
$507K +$53 +2 +0%
TPW
975
Tiller Private Wealth
Pennsylvania
$506K -$83.9K -3,173 -15%

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.