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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
RWML
1401
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$23.8K
AP
1402
Atwood & Palmer
Missouri
$22.3K +$20.2K +764 New
AIC
1403
Archer Investment Corporation
Indiana
$20.8K +$26 +1 +0.1%
HPIA
1404
Hamilton Point Investment Advisors
North Carolina
$20.8K
BCM
1405
Basso Capital Management
Connecticut
$20.2K
SIS
1406
Sound Income Strategies
Florida
$19.2K -$46.9K -1,775 -73%
MHR
1407
Matthew Hamilton Rosenberg
$19.2K
ACM
1408
Anfield Capital Management
California
$18.9K
MWM
1409
Mascoma Wealth Management
New Hampshire
$18.8K +$17K +644 New
RMP
1410
Richards, Merrill & Peterson
Washington
$18.1K -$35.1K -1,327 -68%
IRAG
1411
Investment Research & Advisory Group
Georgia
$17.9K +$79 +3 +0.5%
AWM
1412
Aberdeen Wealth Management
Illinois
$17.8K +$79 +3 +0.5%
AEPWM
1413
Atlantic Edge Private Wealth Management
Florida
$17.8K
CYG
1414
Clean Yield Group
Vermont
$17.8K
AF
1415
Alerus Financial
North Dakota
$16.9K +$15.3K +580 New
RIL
1416
Rothschild Investment LLC
Illinois
$16.8K +$15.2K +574 New
DF
1417
Dunhill Financial
United Kingdom
$15.3K +$3.25K +123 +31%
JFG
1418
JDM Financial Group
Texas
$15K
OC
1419
Oakworth Capital
Alabama
$14.1K
MAM
1420
Morse Asset Management
Connecticut
$14K -$1.9K -72 -13%
CAM
1421
Chesapeake Asset Management
New York
$14K
HIA
1422
Harbor Investment Advisory
Maryland
$13.4K
FDCDDQ
1423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K
LI
1424
LRI Investments
Florida
$13.1K
HI
1425
Horizon Investments
North Carolina
$12.9K

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.