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Schwab US Large-Cap Growth ETF
SCHG

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: 209 → 228 (+19)

6% more funds holding

Funds holding: 1,377 → 1,462 (+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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$752M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$185M
3
SEI Investments
SEI Investments
Pennsylvania
+$120M
4
LPL Financial
LPL Financial
California
+$85.9M
5
MG
Mather Group
Illinois
+$48.6M

Top Sellers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
-$57.6M
2
FCI
Financial Counselors Inc
Kansas
-$33.3M
3
OIA
OneDigital Investment Advisors
Kansas
-$27.4M
4
BDWCC
B&D White Capital Company
Texas
-$27.2M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1001
Gotham Asset Management
New York
$467K +$423K +16,000 New
RL
1002
Retireful LLC
Michigan
$467K +$423K +15,982 New
GWS
1003
Glassman Wealth Services
Virginia
$467K – – –
VHAM
1004
Van Hulzen Asset Management
California
$467K +$14.7K +557 +4%
SHJ
1005
Sharkey, Howes & Javer
Colorado
$461K – – –
FSBI
1006
Fearless Solutions (Best Invest)
Texas
$453K +$423 +16 +0.1%
BWP
1007
Barlow Wealth Partners
Kentucky
$453K – – –
PWMAG
1008
Pinnacle Wealth Management Advisory Group
New Jersey
$450K +$407K +15,407 New
WW
1009
Waterfront Wealth
Kansas
$446K +$21.8K +824 +6%
RMF
1010
Red Mountain Financial
Colorado
$445K +$403K +15,224 New
AGA
1011
Arkos Global Advisors
Texas
$444K – – –
PW
1012
PUREfi Wealth
Massachusetts
$444K +$402K +15,200 New
PWM
1013
Praetorian Wealth Management
California
$443K +$120K +4,536 +43%
WLIM
1014
White Lighthouse Investment Management
Massachusetts
$443K +$13.4K +505 +3%
VT
1015
Vise Technologies
New York
$443K +$401K +15,156 New
IAG
1016
Ipsen Advisor Group
Arkansas
$443K +$397 +15 +0.1%
SPA
1017
Sentinel Pension Advisors
Massachusetts
$442K -$1.22M -46,012 -75%
LIA
1018
Lynx Investment Advisory
District of Columbia
$442K -$12.9K -487 -3%
TI
1019
Trexquant Investment
Connecticut
$441K +$399K +15,105 New
FGWP
1020
Founders Grove Wealth Partners
Virginia
$441K +$399K +15,095 New
PCG
1021
Prosperity Consulting Group
Maryland
$440K +$370 +14 +0.1%
TSWM
1022
Triangle Securities Wealth Management
North Carolina
$440K +$398K +15,064 New
HC
1023
Hamilton Capital
Ohio
$440K – – –
IF
1024
Ironwood Financial
Arizona
$439K – – –
RIS
1025
Richmond Investment Services
Wisconsin
$438K +$396K +14,981 New
39 40
41
42 43

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.