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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
RA
1251
Riversedge Advisors
Delaware
$222K +$201K +7,616 New
AIFAIM
1252
American Institute for Advanced Investment Management
Arizona
$222K +$201K +7,600 New
JIC
1253
Joel Isaacson & Co
New York
$221K +$200K +7,577 New
PRI
1254
Prepared Retirement Institute
Pennsylvania
$221K +$200K +7,569 New
CIA
1255
Cladis Investment Advisory
Montana
$220K +$199K +7,536 New
OWCM
1256
One Wealth Capital Management
Arizona
$220K +$199K +7,519 New
GAM
1257
Grandview Asset Management
Pennsylvania
$219K -$53.9K -2,038 -21%
VVP
1258
Venture Visionary Partners
Ohio
$218K -$76.1K -2,878 -28%
CA
1259
Crewe Advisors
Utah
$218K +$188K +7,119 +2,046%
SIC
1260
Sage Investment Counsel
Tennessee
$218K +$197K +7,465 New
GIM
1261
Glenmede Investment Management
Pennsylvania
$217K +$196K +7,420 New
ZIC
1262
ZWJ Investment Counsel
Georgia
$217K +$196K +7,418 New
LA
1263
Latitude Advisors
Florida
$216K +$196K +7,401 New
PCS
1264
Personal CFO Solutions
New Jersey
$216K -$24.1K -911 -11%
IAG
1265
Investment Advisory Group
Massachusetts
$215K -$26.4K -1,000 -12%
KWS
1266
Keystone Wealth Services
California
$215K +$195K +7,361 New
CFO
1267
Collective Family Office
Pennsylvania
$214K +$194K +7,342 New
BA
1268
Bellwether Advisors
Nebraska
$214K
RA
1269
Rodgers & Associates
Pennsylvania
$213K -$69.8K -2,639 -27%
CIAS
1270
CFS Investment Advisory Services
New Jersey
$212K +$192K +7,269 New
HWM
1271
HighMark Wealth Management
Minnesota
$212K +$137K +5,199 +254%
WFS
1272
Weitzel Financial Services
Iowa
$210K +$182K +6,887 New
WT
1273
Washington Trust
Rhode Island
$210K
FWM
1274
Fonville Wealth Management
Virginia
$209K +$189K +7,156 New
CAAS
1275
Capital Asset Advisory Services
Michigan
$209K +$191K +7,223 New

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.