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Schwab US Large-Cap Growth ETF

1,461 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: 1,3761,461 (+85)

0.29% more ownership

Funds ownership: 52.74%53.04% (+0.29%)

Holders
1,461
Holders Change
+85
Holders Change %
+6.18%
% of All Funds
19.24%
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
BFG
76
Bleakley Financial Group
New Jersey
$49.5M +$8.37M +316,555 +23%
SB
77
Strategic Blueprint
Georgia
$48.6M +$1.77M +66,832 +4%
TWM
78
Triton Wealth Management
Arizona
$48.4M +$42.6M +1,611,594 New
SDWMA
79
Schneider Downs Wealth Management Advisors
Pennsylvania
$47.9M +$1.66M +62,669 +4%
TWM
80
Tradition Wealth Management
Minnesota
$47.8M +$2.78K +105 +0%
CST
81
Charles Schwab Trust
Nevada
$47.1M -$1.7M -64,287 -4%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$46.9M -$933K -35,298 -2%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$46.8M -$5.09M -192,641 -11%
XF
84
XML Financial
Maryland
$46.6M +$856K +32,358 +2%
FC
85
Forte Capital
New York
$46.3M -$4.47M -168,942 -10%
SWRP
86
Summit Wealth & Retirement Planning
California
$45.2M -$30.7K -1,162 -0.1%
MT
87
Midwest Trust
Kansas
$45.2M +$40.9M +1,547,812 New
RFA
88
Rollins Financial Advisors
New York
$44.2M -$2.81M -106,433 -7%
GIA
89
GHP Investment Advisors
Colorado
$42.8M +$187K +7,089 +0.5%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$42.3M -$6.38M -241,423 -14%
IWC
91
Integrated Wealth Concepts
Massachusetts
$41.6M +$4.36M +164,857 +13%
SAM
92
Summit Asset Management
Tennessee
$40.2M +$123K +4,653 +0.3%
NG
93
Novem Group
New York
$39.6M +$7.3M +276,201 +26%
WIA
94
World Investment Advisors
California
$39.2M +$21.7M +821,622 +158%
GB
95
Goepper Burkhardt
South Carolina
$38.8M +$1.81M +68,592 +5%
PS
96
Principal Securities
Iowa
$38.7M +$14M +530,942 +67%
VC
97
Veery Capital
Delaware
$38.3M +$1.79M +67,651 +5%
AFP
98
Ausdal Financial Partners
Iowa
$37.9M +$285K +10,780 +0.8%
PWM
99
Provident Wealth Management
Tennessee
$37.8M -$204K -7,712 -0.6%
FSWA
100
Financial Synergies Wealth Advisors
Texas
$35.8M -$97K -3,669 -0.3%

SCHG Hedge Fund Activity: Q2 2025 in Review

1,461 of the 7,595 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.

  • 1,461 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2025, up from 1,376 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.