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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
CAM
1076
Clark Asset Management
New Hampshire
$366K -$55.8K -2,111 -14%
OFG
1077
Omega Financial Group
California
$366K -$7.11K -269 -2%
HI
1078
Hudock Inc
Pennsylvania
$365K +$79 +3 +0%
KPWG
1079
KFA Private Wealth Group
Virginia
$365K +$53 +2 +0%
NCFG
1080
New Century Financial Group
New Jersey
$364K -$529K -20,020 -62%
FNT
1081
First National Trust
Pennsylvania
$363K -$41K -1,549 -11%
FCM
1082
Firestone Capital Management
Florida
$361K +$326K +12,345 New
GGI
1083
Godsey & Gibb Inc
Virginia
$359K +$25.8K +977 +9%
KeyBank National Association
1084
KeyBank National Association
Ohio
$358K -$19.9K -752 -6%
MIM
1085
Marshall Investment Management
Colorado
$357K -$41.2K -1,560 -11%
CCG
1086
Coastwise Capital Group
California
$355K -$1.11K -42 -0.3%
TFA
1087
Teamwork Financial Advisors
Texas
$353K +$57.9K +2,189 +22%
AWP
1088
Axis Wealth Partners
Rhode Island
$353K +$1.22K +46 +0.4%
AFTS
1089
American Financial & Tax Strategies
New York
$353K
VCP
1090
Vista Capital Partners
Oregon
$353K -$7.48K -283 -2%
HFS
1091
Hantz Financial Services
Michigan
$352K +$319K +12,065 New
PAG
1092
Paladin Advisory Group
Iowa
$351K +$3.28K +124 +1%
TBC
1093
Ted Buchan & Co
California
$350K
NG
1094
NWK Group
California
$348K -$205K -7,752 -39%
EFS
1095
Econ Financial Services
Pennsylvania
$343K -$2.01M -76,078 -87%
SMF
1096
Scott Marsh Financial
Utah
$342K +$310K +11,715 New
NS
1097
NBC Securities
Alabama
$340K +$11.1K +420 +4%
CCAL
1098
City Center Advisors LLC
Michigan
$339K +$307K +11,597 New
RDWM
1099
Red Door Wealth Management
Tennessee
$338K -$5.16K -195 -2%
DIS
1100
Diversified Investment Strategies
Louisiana
$338K -$38.1K -1,440 -11%

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.