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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
IF
1276
Intrua Financial
Texas
$208K +$188K +7,116 New
ISL
1277
Ingalls & Snyder LLC
New York
$207K +$188K +7,100 New
WCG
1278
Weaver Consulting Group
California
$207K +$187K +7,074 New
BAM
1279
BOS Asset Management
Illinois
$205K +$186K +7,024 New
PAMG
1280
Patton Albertson Miller Group
Tennessee
$205K +$185K +7,014 New
CAG
1281
Crestwood Advisors Group
Massachusetts
$205K +$185K +7,006 New
HCMT
1282
Highland Capital Management (Tennessee)
Tennessee
$204K +$184K +6,976 New
CF
1283
Copperwynd Financial
Arizona
$203K +$184K +6,949 New
SBWIC
1284
Schaper Benz & Wise Investment Counsel
Wisconsin
$203K +$183K +6,936 New
PPA
1285
Painted Porch Advisors
California
$201K +$182K +6,888 New
SIM
1286
Studio Investment Management
Illinois
$201K +$182K +6,885 New
ACP
1287
Aviance Capital Partners
Florida
$201K +$182K +6,878 New
BOC
1288
Bull Oak Capital
California
$200K +$181K +6,855 New
T
1289
Transce3nd
Texas
$199K +$11K +415 +6%
BIA
1290
Bell Investment Advisors
California
$197K -$28.1K -1,061 -14%
PCM
1291
Palouse Capital Management
Washington
$195K -$1.98K -75 -1%
CPA
1292
Compass Planning Associates
Massachusetts
$183K +$50.8K +1,920 +44%
SIC
1293
Salem Investment Counselors
North Carolina
$182K +$17.8K +675 +12%
AIM
1294
Anchor Investment Management
South Carolina
$178K -$10.6K -400 -6%
GWSA
1295
Global Wealth Strategies & Associates
Colorado
$170K
CT
1296
Clearstead Trust
Maine
$168K
BIG
1297
Brooklyn Investment Group
New York
$168K +$152K +5,753 New
AWM
1298
Accredited Wealth Management
Kentucky
$165K
PK
1299
Pflug Koory
Nebraska
$165K +$83.4K +3,156 +127%
UCB
1300
United Community Bank
South Carolina
$164K

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.