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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
CTC
1376
Central Trust Company
Missouri
$38.2K +$291 +11 +0.8%
MFT
1377
Moisand Fitzgerald Tamayo
Florida
$38.1K
CPG
1378
Cornerstone Planning Group
New Jersey
$37.3K +$29.1K +1,102 +755%
SL
1379
Salomon & Ludwin
Virginia
$36.1K -$1.06K -40 -3%
KFI
1380
Key Financial Inc
Pennsylvania
$36K +$19.5K +737 +149%
YDMI
1381
Y.D. More Investments
Israel
$32.8K -$7.88K -298 -21%
CFS
1382
CGC Financial Services
Oregon
$31.3K
HNB
1383
Huntington National Bank
Ohio
$30.5K
MIA
1384
MeadowBrook Investment Advisors
Michigan
$30.5K -$5.29K -200 -16%
GJIA
1385
Glass Jacobson Investment Advisors
Maryland
$30.2K -$2.61M -98,900 -99%
VCM
1386
Versant Capital Management
Arizona
$29.8K +$26 +1 +0.1%
PFM
1387
Phillips Financial Management
Indiana
$29.7K
VWA
1388
Valued Wealth Advisors
Utah
$29.3K +$6.74K +255 +34%
W
1389
WealthCollab
Washington
$29.2K
AUB
1390
Atlantic Union Bankshares
Virginia
$29.1K +$26.4K +997 New
Qube Research & Technologies (QRT)
1391
Qube Research & Technologies (QRT)
United Kingdom
$28.5K -$1.6M -60,537 -98%
HPC
1392
HM Payson & Co
Maine
$27.6K
VWM
1393
Valley Wealth Managers
New Jersey
$26.4K
MAWAG
1394
Mid-American Wealth Advisory Group
Missouri
$26K +$23.5K +889 New
HR
1395
Howe & Rusling
New York
$25.7K +$6.16K +233 +36%
OIA
1396
Optimum Investment Advisors
Illinois
$25.6K +$26 +1 +0.1%
HWA
1397
Heritage Wealth Advisors
Virginia
$25K
FGC
1398
Financial Gravity Companies
Texas
$23.9K +$21.6K +818 New
EDRH
1399
Edmond de Rothschild Holding
Switzerland
$23.8K
DJSG
1400
D.J. St. Germain
Massachusetts
$23.8K +$21.5K +815 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.