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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
FCAS
1301
First Command Advisory Services
Texas
$152K -$18.8K -711 -12%
KSB
1302
Kennebec Savings Bank
Maine
$145K +$18K +682 +16%
TCM
1303
TD Capital Management
Tennessee
$143K +$132 +5 +0.1%
HHGA
1304
Halbert Hargrove Global Advisors
California
$143K
BFPW
1305
BOK Financial Private Wealth
Colorado
$138K +$49K +1,855 +65%
YP
1306
YANKCOM Partnership
South Dakota
$135K
CFFP
1307
Center for Financial Planning
Michigan
$133K
MSG
1308
Main Street Group
Virginia
$127K -$5.47K -207 -5%
CNBTD
1309
Citizens National Bank Trust Department
Mississippi
$127K -$37K -1,400 -24%
TCM
1310
Tradewinds Capital Management
Washington
$124K
CCAM
1311
Cascades Capital Asset Management
North Carolina
$120K
GWSG
1312
GPS Wealth Strategies Group
Colorado
$119K +$9.6K +363 +10%
MLA
1313
MB, Levis & Associates
Pennsylvania
$117K +$106 +4 +0.1%
CWP
1314
Concord Wealth Partners
Virginia
$117K
TFGT
1315
TS Financial Group (TSFG)
Illinois
$117K
CMBA
1316
C.M. Bidwell & Associates
Hawaii
$114K -$26 -1 -0%
FF
1317
Friedenthal Financial
New Jersey
$114K +$1.85K +70 +2%
PS
1318
Pinney & Scofield
Massachusetts
$110K
FIM
1319
FWL Investment Management
Texas
$109K +$99.1K +3,748 New
JFA
1320
JNBA Financial Advisors
Minnesota
$109K +$79 +3 +0.1%
WWM
1321
Wolff Wiese Magana
California
$104K +$79 +3 +0.1%
Fifth Third Bancorp
1322
Fifth Third Bancorp
Ohio
$102K -$26K -985 -22%
TIM
1323
Total Investment Management
Arizona
$99.5K +$90K +3,405 New
WTFG
1324
Wood Tarver Financial Group
Idaho
$99K
AIA
1325
Armor Investment Advisors
North Carolina
$95.2K

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.