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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
BHWA
1026
Beacon Harbor Wealth Advisors
Virginia
$438K +$396K +14,980 New
RC
1027
Roundview Capital
New Jersey
$437K -$111K -4,200 -22%
AF
1028
Affiance Financial
Minnesota
$435K
WBC
1029
West Branch Capital
Massachusetts
$434K -$172K -6,491 -30%
MWM
1030
Manske Wealth Management
Texas
$432K
BFG
1031
Beacon Financial Group
Texas
$432K +$106 +4 +0%
FCH
1032
Freestone Capital Holdings
Washington
$430K +$98.4K +3,720 +34%
HKIMG
1033
Hutchens & Kramer Investment Management Group
Indiana
$427K +$4.23K +160 +1%
DAM
1034
Delta Asset Management
Tennessee
$427K
SFO
1035
Stokes Family Office
Louisiana
$426K
BWM
1036
Brickley Wealth Management
California
$423K +$28.4K +1,076 +8%
CPC
1037
Consolidated Planning Corp
Georgia
$421K +$1.75K +66 +0.5%
SW
1038
SMART Wealth
Nebraska
$419K +$5.31K +201 +1%
CP
1039
Castleview Partners
Texas
$418K +$378K +14,309 New
FFM
1040
Forum Financial Management
Illinois
$417K +$11.6K +439 +3%
SAW
1041
Signal Advisors Wealth
Michigan
$415K -$135K -5,113 -26%
SCTC
1042
Sanibel Captiva Trust Company
Florida
$415K
HCM
1043
Hall Capital Management
Rhode Island
$415K -$62.4K -2,360 -14%
RF
1044
RHS Financial
California
$412K -$758K -28,681 -67%
CC
1045
Courier Capital
New York
$412K
VRM
1046
Vectors Research Management
New York
$412K
TA
1047
TPG Advisors
Illinois
$411K
AIM
1048
AHL Investment Management
Florida
$410K
AFS
1049
Access Financial Services
Minnesota
$407K -$14.4K -544 -4%
YIM
1050
Yoffe Investment Management
Pennsylvania
$404K

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.