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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
CICC
1126
Capital Investment Counsel (Colorado)
Colorado
$314K +$264 +10 +0.1%
UB
1127
Umpqua Bank
Oregon
$313K
VCM
1128
Vivaldi Capital Management
Illinois
$312K +$283K +10,689 New
FRA
1129
Frank Rimerman Advisors
California
$312K
FTWA
1130
Fifth Third Wealth Advisors
Ohio
$312K +$282K +10,675 New
SEM
1131
Strategic Equity Management
Arizona
$310K
MP
1132
McDonald Partners
Ohio
$310K
PMG
1133
Private Management Group
California
$309K
SHA
1134
Seneca House Advisors
Virginia
$308K -$7.77K -294 -3%
EWM
1135
Evermay Wealth Management
Virginia
$307K
AB
1136
Atlas Brown
Kentucky
$307K +$264 +10 +0.1%
AFG
1137
Albion Financial Group
Utah
$307K -$2.25K -85 -0.8%
TFG
1138
Tull Financial Group
Virginia
$304K +$275K +10,391 New
HIS
1139
Harvest Investment Services
Illinois
$303K -$50.2K -1,897 -15%
LA
1140
LWM Advisors
California
$303K +$26 +1 +0%
VAG
1141
VisionPoint Advisory Group
Texas
$302K +$20.6K +779 +8%
RPSA
1142
Richard P. Slaughter Associates
Texas
$301K -$27.1K -1,025 -9%
Vanguard Group
1143
Vanguard Group
Pennsylvania
$301K +$48.7K +1,841 +22%
CWMK
1144
Caliber Wealth Management (Kansas)
Kansas
$300K +$6.87K +260 +3%
RW
1145
REDW Wealth
New Mexico
$299K
TIA
1146
Traphagen Investment Advisors
New Jersey
$298K -$8.57K -324 -3%
BA
1147
Bridgewater Advisors
New York
$298K -$8.86K -335 -3%
SSW
1148
Stone Summit Wealth
Florida
$297K -$38.3K -1,449 -12%
LCWP
1149
Legacy Capital Wealth Partners
Arkansas
$294K +$266K +10,068 New
KCM
1150
KM Capital Management
Texas
$294K -$213K -8,048 -44%

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.