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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
BSB
1351
Bangor Savings Bank
Maine
$59.6K
RF
1352
Rossby Financial
Florida
$59.1K
AG
1353
AmeriFlex Group
Nevada
$58.3K -$1.03M -38,774 -95%
AWM
1354
Abound Wealth Management
Tennessee
$57.3K +$41.7K +1,576 +408%
KFP
1355
Keener Financial Planning
Texas
$57K +$49.6K +1,877 +1,738%
CCM
1356
Chilton Capital Management
Texas
$57K +$51.6K +1,950 New
WTC
1357
WhitTier Trust Company
Nevada
$56.1K
CWM
1358
Copia Wealth Management
Oregon
$55.8K
MJRIC
1359
Mogy Joel R Investment Counsel
California
$55.4K +$50.1K +1,896 New
MIM
1360
MTM Investment Management
South Carolina
$55.4K +$2.64K +100 +6%
DPW
1361
DiNuzzo Private Wealth
Pennsylvania
$54.1K
CCMI
1362
Creative Capital Management Investments
California
$53.3K
CAM
1363
Creekmur Asset Management
Illinois
$52.9K +$31.9K +1,208 +200%
BWM
1364
Bernard Wealth Management
Michigan
$52.6K -$291 -11 -0.6%
ME
1365
McIlrath & Eck
Washington
$51.1K
AWM
1366
AllSquare Wealth Management
New York
$50K
National Bank of Canada
1367
National Bank of Canada
Quebec, Canada
$47.6K +$5.68K +215 +15%
AT
1368
Avalon Trust
New Mexico
$46.7K
HFS
1369
Hopwood Financial Services
Virginia
$46.3K
Q1WB
1370
Quest 10 Wealth Builders
Virginia
$44.9K
RBC
1371
Roble Belko & Company
Pennsylvania
$43K +$2.59K +98 +7%
KHC
1372
Koesten Hirschmann & Crabtree
Kansas
$42.4K
PA
1373
Pineridge Advisors
Missouri
$41.9K +$26 +1 +0.1%
FCMT
1374
Founders Capital Management (Texas)
Texas
$41.7K +$555 +21 +1%
TC
1375
Trust Company
Kansas
$41.6K

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.