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
WCFA
1201
Walkner Condon Financial Advisors
Wisconsin
$263K +$582 +22 +0.2%
PC
1202
Promus Capital
Illinois
$263K
PAW
1203
Plan A Wealth
Nebraska
$262K +$237K +8,956 New
GWM
1204
Gibbs Wealth Management
Georgia
$262K +$237K +8,955 New
EFG
1205
Elios Financial Group
Ohio
$261K +$18.5K +700 +9%
EB
1206
Emprise Bank
Kansas
$258K
FFL
1207
Future Fund LLC
Illinois
$257K +$233K +8,813 New
OA
1208
Operose Advisors
Wisconsin
$255K +$79 +3 +0%
FFO
1209
Fiduciary Family Office
Florida
$254K +$230K +8,705 New
WF
1210
Wayfinding Financial
Washington
$253K
SL
1211
SWMG LLC
Texas
$253K +$220K +8,336 New
CCMW
1212
Cypress Capital Management (Wyoming)
Wyoming
$251K -$23.3K -881 -9%
RP
1213
Regal Partners
Australia
$251K +$228K +8,606 New
QCM
1214
QRG Capital Management
Illinois
$251K +$8.33K +315 +4%
WFM
1215
Wolff Financial Management
Michigan
$250K
BWM
1216
BNC Wealth Management
Oregon
$249K -$18K -680 -7%
First Trust Advisors
1217
First Trust Advisors
Illinois
$248K +$225K +8,493 New
SWG
1218
Summit Wealth Group
Vermont
$247K
IPA
1219
Investment Planning Advisors
Georgia
$247K +$224K +8,455 New
NGA
1220
Naples Global Advisors
Florida
$246K +$223K +8,424 New
ACM
1221
AlphaStar Capital Management
North Carolina
$242K +$219K +8,279 New
KG
1222
Kilter Group
New York
$241K
BFA
1223
Brown Financial Advisory
Alabama
$241K +$218K +8,240 New
NWM
1224
Nova Wealth Management
Florida
$239K +$75K +2,837 +53%
MCP
1225
Mirador Capital Partners
California
$239K

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.