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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
AIP
1326
Ameritas Investment Partners
Nebraska
$91.4K
TPWA
1327
Twin Peaks Wealth Advisors
California
$89.1K +$76.8K +2,904 New
EA
1328
Evolution Advisers
Virginia
$88K
IWM
1329
Inlight Wealth Management
Georgia
$87.6K
TFA
1330
Toth Financial Advisory
Virginia
$86.5K +$1.69K +64 +2%
T
1331
Tidemark
California
$85.8K
JHCP
1332
Jackson Hole Capital Partners
Oklahoma
$84.1K
AW
1333
Avion Wealth
Texas
$83K +$53 +2 +0.1%
BFP
1334
Briaud Financial Planning
Texas
$79K
BCMLT
1335
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.1K -$4.6K -174 -6%
TAM
1336
Tucker Asset Management
Colorado
$77.8K -$222K -8,390 -76%
HFS
1337
Horizon Financial Services
North Carolina
$77.1K
CVM
1338
Cheviot Value Management
California
$76.4K +$53 +2 +0.1%
PCA
1339
Providence Capital Advisors
North Carolina
$75.5K +$68.4K +2,586 New
PH
1340
Pinnacle Holdings
Oklahoma
$74.3K +$67.2K +2,542 New
WPA
1341
West Paces Advisors
Georgia
$73.3K +$21.2K +800 +47%
WA
1342
Whipplewood Advisors
Colorado
$71.4K -$1.02M -38,733 -94%
RF
1343
Roxbury Financial
New Jersey
$70.6K +$63.9K +2,416 New
BCM
1344
Blume Capital Management
California
$70.1K
HWP
1345
Highline Wealth Partners
California
$67.9K +$61.5K +2,325 New
JFGIW
1346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.3K -$24K -909 -28%
KA
1347
Kozak & Associates
Colorado
$67K -$4.5K -170 -7%
EWM
1348
Evolution Wealth Management
Florida
$65.9K +$59.6K +2,256 New
MA
1349
MCF Advisors
Kentucky
$62.5K +$8.65K +327 +18%
CHC
1350
City Holding Co
West Virginia
$61.3K

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.