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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
GI
1451
GAMMA Investing
California
$1.99K
WT
1452
Whittier Trust
California
$1.52K
AA
1453
Addison Advisors
Vermont
$1.17K -$3.17K -120 -75%
FFA
1454
Frazier Financial Advisors
Ohio
$1.02K -$6.77K -256 -88%
FLFS
1455
Family Legacy Financial Solutions
North Carolina
$673 +$608 +23 New
WWMSC
1456
Wagner Wealth Management (South Carolina)
South Carolina
$645 -$16.9K -641 -97%
TRCT
1457
Tower Research Capital (TRC)
New York
$467 +$423 +16 New
IHWM
1458
Iron Horse Wealth Management
Iowa
$234
TC
1459
Truvestments Capital
Florida
$88
EAM
1460
Eukles Asset Management
Ohio
$88 +$26 +1 +50%
HNW
1461
High Note Wealth
Minnesota
$85
NC
1462
NewSquare Capital
Pennsylvania
$42
RTL
1463
Red Tortoise LLC
Georgia
$19
PA
1464
PFG Advisors
Arizona
-$7.57M -302,351 Closed
Tudor Investment Corp
1465
Tudor Investment Corp
Connecticut
-$5.72M -228,525 Closed
EC
1466
Estate Counselors
Wisconsin
-$3.97M -158,385 Closed
CFG
1467
Clayton Financial Group
Missouri
-$2.73M -108,942 Closed
MHS
1468
M Holdings Securities
Oregon
-$1.55M -61,831 Closed
TDWM
1469
Topel & Distasi Wealth Management
California
-$1.43M -57,223 Closed
CCB
1470
Cutter & Co Brokerage
Missouri
-$1.02M -40,550 Closed
CF
1471
Claris Financial
Virginia
-$906K -32,520 Closed
YIH
1472
Y-Intercept (HK)
Hong Kong
-$739K -29,502 Closed
WA
1473
WESPAC Advisors
California
-$637K -25,424 Closed
NWM
1474
Napa Wealth Management
California
-$630K -25,146 Closed
CWC
1475
Carolinas Wealth Consulting
North Carolina
-$606K -24,199 Closed

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.