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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
FFA
1226
Fragasso Financial Advisors
Pennsylvania
$238K +$212 +8 +0.1%
WHCFA
1227
William Howard & Co Financial Advisors
Tennessee
$238K +$212 +8 +0.1%
DWP
1228
Daymark Wealth Partners
Ohio
$237K +$1.67K +63 +0.8%
RIM
1229
Redwood Investment Management
Arizona
$237K +$132 +5 +0.1%
BMCM
1230
Bryn Mawr Capital Management
Pennsylvania
$236K +$1.96K +74 +0.9%
MFC
1231
Morris Financial Concepts
South Carolina
$236K
AWA
1232
Arete Wealth Advisors
Illinois
$235K +$213K +8,048 New
TF
1233
Threadgill Financial
Texas
$234K -$5.39K -204 -2%
FMWA
1234
Forvis Mazars Wealth Advisors
Missouri
$233K +$211K +7,975 New
BFG
1235
Bouchey Financial Group
New York
$233K +$211K +7,972 New
Franklin Resources
1236
Franklin Resources
California
$233K
EWP
1237
Elevation Wealth Partners
California
$232K +$26 +1 +0%
FWM
1238
Forza Wealth Management
Florida
$231K +$209K +7,896 New
IWS
1239
Insight Wealth Strategies
California
$228K +$209K +7,891 New
PAI
1240
Pittenger & Anderson Inc
Nebraska
$228K
GWANC
1241
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K +$2.41K +91 +1%
FFP
1242
FourThought Financial Partners
Florida
$227K +$205K +7,763 New
PGF
1243
Plan Group Financial
Oklahoma
$226K +$204K +7,727 New
ATC
1244
Argent Trust Co
Tennessee
$226K +$204K +7,720 New
HIC
1245
Hartline Investment Corp
Illinois
$225K -$37.7K -1,427 -16%
SI
1246
Saxon Interests
Texas
$225K
AG
1247
Advocate Group
Minnesota
$225K +$204K +7,701 New
PWM
1248
Penobscot Wealth Management
Maine
$223K +$202K +7,648 New
PAM
1249
Pegasus Asset Management
New York
$223K +$202K +7,638 New
WG
1250
Wealth Group
North Carolina
$223K -$1.14M -43,118 -85%

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.