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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
MI
976
Moneywise Inc
Virginia
$501K +$26 +1 +0%
EAM
977
Everstar Asset Management
North Carolina
$501K -$26.1K -988 -5%
ZF
978
Zhang Financial
Michigan
$500K +$27.9K +1,057 +7%
GBWM
979
Granite Bay Wealth Management
New Hampshire
$499K -$88.7K -3,354 -16%
BW
980
BIP Wealth
Georgia
$497K -$104K -3,917 -19%
PAYA
981
Phil A. Younker & Associates
Alaska
$496K
PFA
982
Pathway Financial Advisors
Vermont
$493K +$291 +11 +0.1%
GAA
983
Global Assets Advisory
Florida
$492K -$900K -34,048 -67%
NSAM
984
North Star Asset Management
Wisconsin
$492K -$27.5K -1,040 -6%
DLCIG
985
D.L. Carlson Investment Group
New Hampshire
$489K +$51.7K +1,954 +13%
HIP
986
HUB Investment Partners
Texas
$488K -$192K -7,277 -30%
GWA
987
Geometric Wealth Advisors
District of Columbia
$487K
TP
988
Tranquility Partners
Tennessee
$482K -$3.97K -150 -0.9%
FHA
989
First Horizon Advisors
Tennessee
$480K +$258K +9,740 +146%
AFA
990
American Financial Advisors
Georgia
$479K -$3.46K -131 -0.8%
MLA
991
My Legacy Advisors
Oregon
$476K +$108K +4,067 +34%
EFG
992
Ehrlich Financial Group
California
$475K +$9.7K +367 +2%
AL
993
Aspiriant LLC
California
$472K -$26 -1 -0%
FG
994
Fairman Group
Pennsylvania
$472K +$397 +15 +0.1%
GCM
995
G2 Capital Management
Ohio
$470K
MWM
996
Moran Wealth Management
Florida
$470K +$425K +16,079 New
SSWM
997
Smith Salley Wealth Management
North Carolina
$470K
LF
998
Lantz Financial
Illinois
$469K
OWP
999
Obermeyer Wealth Partners
Colorado
$469K
CL
1000
CVFG LLC
Indiana
$468K

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.