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Schwab US Large-Cap Growth ETF

1,461 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: 1,3761,461 (+85)

0.29% more ownership

Funds ownership: 52.74%53.04% (+0.29%)

Holders
1,461
Holders Change
+85
Holders Change %
+6.18%
% of All Funds
19.24%
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
FAN
101
Financial Advisors Network
California
$35.6M +$927K +35,046 +3%
ACM
102
Advance Capital Management
Michigan
$35.4M -$4.44M -168,007 -12%
SAI
103
Savvy Advisors Inc
New York
$35.3M +$8.17M +309,180 +34%
CAG
104
Curtis Advisory Group
California
$34.5M +$124K +4,686 +0.4%
VA
105
Vestwell Advisors
New York
$34.1M
MAG
106
Mokosak Advisory Group
Iowa
$34M +$599K +22,663 +2%
DB
107
Dravo Bay
Delaware
$33.7M +$443K +16,737 +2%
RCM
108
Richardson Capital Management
Wisconsin
$33.7M +$2.79M +105,468 +10%
FWI
109
Facet Wealth Inc
Maryland
$33.4M -$464K -17,566 -2%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$33M -$5.61M -212,225 -16%
FCA
111
FLC Capital Advisors
California
$32.2M -$2.62M -99,284 -8%
MFGP
112
Marshall Financial Group (Pennsylvania)
Pennsylvania
$32M -$585K -22,113 -2%
DP
113
Denver PWM
Colorado
$31.5M +$900K +34,051 +3%
JIC
114
Johnson Investment Counsel
Ohio
$30.9M +$1.34M +50,770 +5%
ETC
115
Exchange Traded Concepts
Oklahoma
$30.9M +$28M +1,058,190 New
MIA
116
Milestone Investment Advisors
Wisconsin
$30.6M -$1.72M -65,156 -6%
SFA
117
Sequoia Financial Advisors
Ohio
$30.3M -$2.91M -110,066 -10%
CFS
118
CRA Financial Services
New Jersey
$29.8M +$1.06M +40,218 +4%
SCM
119
Spreng Capital Management
Ohio
$29.5M -$78K -2,951 -0.3%
FCA
120
Fortis Capital Advisors
Kansas
$29.2M -$909K -34,372 -3%
MWM
121
Modera Wealth Management
New Jersey
$28.8M -$9.7K -367 -0%
VH
122
Visionary Horizons
Tennessee
$28M -$613K -23,178 -2%
IA
123
IFP Advisors
Florida
$27.7M +$413K +15,625 +2%
SPC
124
Sigma Planning Corp
Michigan
$27.6M +$232K +8,787 +0.9%
CIA
125
Concurrent Investment Advisors
Florida
$27.5M +$18.9M +715,351 +315%

SCHG Hedge Fund Activity: Q2 2025 in Review

1,461 of the 7,595 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.

  • 1,461 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2025, up from 1,376 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.