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Schwab US Large-Cap Growth ETF

1,461 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: 1,3761,461 (+85)

0.29% more ownership

Funds ownership: 52.74%53.04% (+0.29%)

Holders
1,461
Holders Change
+85
Holders Change %
+6.18%
% of All Funds
19.24%
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
ACA
1426
Atlas Capital Advisors
Wyoming
$12.4K
1L
1427
10Elms LLP
Oklahoma
$11.4K
FCT
1428
First Community Trust
Iowa
$11.2K +$10.2K +385 New
PP
1429
PrairieView Partners
Minnesota
$11K
SWP
1430
Strategic Wealth Partners
Ohio
$10.5K +$9.52K +360 New
SFA
1431
Semmax Financial Advisors
North Carolina
$9.64K
RJA
1432
Ross\Johnson & Associates
Minnesota
$8.09K +$1.51K +57 +26%
CSB
1433
City State Bank
Iowa
$8.06K -$529 -20 -7%
OPTFSNA
1434
Old Point Trust & Financial Services N A
Virginia
$8.06K
WWM
1435
Woodside Wealth Management
Massachusetts
$7.83K
BDPWM
1436
Barnes Dennig Private Wealth Management
Ohio
$7.48K
BIM
1437
Breakwater Investment Management
Washington
$7.36K
CMA
1438
Cedar Mountain Advisors
Oregon
$7.24K
KIG
1439
Kessler Investment Group
Indiana
$6.78K
GWP
1440
Gen-Wealth Partners
Michigan
$6.59K +$635 +24 +12%
BCMIO
1441
Beacon Capital Management Inc (Ohio)
Ohio
$5.38K +$4.87K +184 New
BF
1442
BOK Financial
Oklahoma
$5.26K -$30.5K -1,152 -86%
MSFP
1443
Mark Sheptoff Financial Planning
Connecticut
$5.14K
WPA
1444
Wealth Preservation Advisors
Tennessee
$5.14K
NC
1445
North Capital
Utah
$4.53K
DFC
1446
DB Fitzpatrick & Co
Idaho
$4.12K
EWA
1447
EQ Wealth Advisors
Texas
$3.3K +$185 +7 +7%
SAS
1448
Spurstone Advisory Services
Connecticut
$3.27K
NFSG
1449
Newbridge Financial Services Group
Florida
$2.92K
RF
1450
Robbins Farley
New Hampshire
$2.04K

SCHG Hedge Fund Activity: Q2 2025 in Review

1,461 of the 7,595 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.

  • 1,461 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2025, up from 1,376 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.