We are live on ! Find out more
SCHG icon

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
BW
1051
Basepoint Wealth
Iowa
$402K -$24.7K -933 -6%
PWP
1052
Pursue Wealth Partners
California
$401K
AC
1053
Asio Capital
Kentucky
$401K
BTWM
1054
Baker Tilly Wealth Management
Wisconsin
$400K +$344 +13 +0.1%
SWA
1055
Sax Wealth Advisors
New Jersey
$399K +$361K +13,664 New
WS
1056
Wedbush Securities
California
$399K +$137K +5,170 +61%
FWM
1057
Finer Wealth Management
Massachusetts
$398K -$32.8K -1,240 -8%
NWMG
1058
National Wealth Management Group
Ohio
$388K +$978 +37 +0.3%
SWA
1059
SOA Wealth Advisors
New York
$387K -$13.7K -519 -4%
PMSA
1060
Patrick M. Sweeney & Associates
Illinois
$384K -$12K -455 -3%
BOSSRA
1061
B.O.S.S. Retirement Advisors
Utah
$382K -$66.8K -2,526 -16%
WE
1062
Wealth Effects
Massachusetts
$382K -$30.1K -1,140 -8%
WHC
1063
Wulff, Hansen & Co
California
$381K +$345K +13,040 New
SA
1064
Seneschal Advisors
Washington
$380K +$344K +13,013 New
ZIM
1065
Zacks Investment Management
Illinois
$378K -$350K -13,250 -51%
GI
1066
Gradient Investments
Minnesota
$377K +$124K +4,676 +57%
FFA
1067
Florida Financial Advisors
Florida
$376K +$25.8K +974 +8%
AIA
1068
Accelerate Investment Advisors
California
$375K -$2.54K -96 -0.7%
GFWA
1069
Grey Fox Wealth Advisors
Delaware
$372K +$317 +12 +0.1%
LFA
1070
LGT Financial Advisors
Texas
$372K +$12.7K +480 +4%
PWPS
1071
Pinnacle Wealth Planning Services
Ohio
$370K +$335K +12,655 New
CFS
1072
Coordinated Financial Services
Colorado
$369K +$31.8K +1,201 +11%
MAFA
1073
MJT & Associates Financial Advisory
Minnesota
$369K -$1.98K -75 -0.6%
WA
1074
Waterford Advisors
New York
$367K -$68.6K -2,593 -21%
LG
1075
LaFleur & Godfrey
Michigan
$367K -$27.5K -1,041 -8%

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.