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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
PB
1101
Pinnacle Bancorp
Nebraska
$338K +$952 +36 +0.3%
SCM
1102
Seascape Capital Management
New Hampshire
$337K +$317 +12 +0.1%
UFA
1103
Uptown Financial Advisors
Texas
$335K
BC
1104
Burney Company
Virginia
$335K
WAG
1105
Winthrop Advisory Group
Massachusetts
$334K +$303K +11,445 New
RAS
1106
RPS Advisory Solutions
Kentucky
$334K -$203K -7,663 -40%
MCCP
1107
Mission Creek Capital Partners
California
$334K
IAS
1108
Insigneo Advisory Services
Florida
$331K +$16.8K +636 +6%
WAM
1109
Worth Asset Management
Texas
$330K +$19K +718 +7%
PCH
1110
PGIM Custom Harvest
New Jersey
$330K -$9.49K -359 -3%
VIA
1111
Victrix Investment Advisors
Florida
$330K -$55K -2,082 -16%
OFS
1112
Oldfather Financial Services
Nebraska
$328K +$1.82K +69 +0.6%
MAC
1113
Mason & Associates (California)
California
$328K +$529 +20 +0.2%
TCOT
1114
Trust Company of Toledo
Ohio
$327K +$296K +11,200 New
AMM
1115
American Money Management
California
$327K +$291 +11 +0.1%
RWM
1116
Rolek Wealth Management
Pennsylvania
$326K
FPW
1117
Flagship Private Wealth
Massachusetts
$323K
ES
1118
ETF Store
Kansas
$322K +$1.08K +41 +0.4%
ACA
1119
Ascension Capital Advisors
Texas
$318K +$9.97K +377 +4%
GA
1120
GoalVest Advisory
New York
$318K
AWC
1121
Adamsbrown Wealth Consultants
Kansas
$316K +$397 +15 +0.1%
Neuberger Berman Group
1122
Neuberger Berman Group
New York
$315K -$6.77K -256 -2%
CPA
1123
Capital Performance Advisors
California
$315K -$4.1K -155 -1%
HP
1124
Holistic Planning
Texas
$314K +$26.4K +1,000 +10%
SW
1125
SteelPeak Wealth
California
$314K -$47.6K -1,799 -14%

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.