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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
SIM
1176
Stratos Investment Management
Ohio
$278K +$252K +9,530 New
FWP
1177
Falcon Wealth Planning
California
$278K -$13.8K -523 -5%
FDW
1178
Fourth Dimension Wealth
Ohio
$278K -$4.79K -181 -2%
GT
1179
Glenview Trust
Kentucky
$278K -$3.81K -144 -1%
PAM
1180
Palisade Asset Management
Minnesota
$277K
JTWM
1181
Jackson Thornton Wealth Management
Alabama
$277K
PRS
1182
Pinkerton Retirement Specialists
Idaho
$276K
PA
1183
Paragon Advisors
Texas
$276K +$18.6K +705 +8%
Group One Trading
1184
Group One Trading
Illinois
$276K +$164K +6,217 +193%
GSWM
1185
Golden State Wealth Management
California
$275K -$93.2K -3,526 -27%
MYIA
1186
Mount Yale Investment Advisors
Colorado
$275K +$26 +1 +0%
MBFW
1187
Morton Brown Family Wealth
Pennsylvania
$274K
IFPL
1188
Investments & Financial Planning LLC
Kentucky
$273K -$2.62K -99 -1%
CWA
1189
Cascade Wealth Advisors
Washington
$272K +$237K +8,962 New
CFG
1190
Copley Financial Group
California
$272K -$35.7K -1,352 -13%
RRA
1191
Round Rock Advisors
Connecticut
$271K +$245K +9,276 New
RPC
1192
Rossmore Private Capital
Connecticut
$269K +$244K +9,215 New
BCV
1193
Banque Cantonale Vaudoise
Switzerland
$269K -$85.8K -3,244 -26%
AIA
1194
AssuredPartners Investment Advisors
Florida
$267K -$13.2K -499 -5%
RP
1195
Rice Partnership
Hawaii
$267K
FWM
1196
ForthRight Wealth Management
Georgia
$266K
BA
1197
Brightwater Advisory
Florida
$266K
MF
1198
Manuka Financial
Virginia
$265K
RDFA
1199
Ritter Daniher Financial Advisory
Ohio
$264K +$210K +7,932 +706%
TCM
1200
Telos Capital Management
California
$264K +$53 +2 +0%

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.