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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
GC
126
Garde Capital
Washington
$27.2M -$108K -4,099 -0.4%
BA
127
Ballast Advisors
Minnesota
$26.7M -$669K -25,286 -3%
I
128
INVST
Indiana
$26.5M +$3.47M +131,353 +17%
PAG
129
Private Advisor Group
New Jersey
$26.3M +$7.76M +293,428 +48%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$26.1M +$2.49M +94,157 +12%
IP
131
Ignite Planners
California
$25.9M -$104K -3,931 -0.4%
SWM
132
SK Wealth Management
Rhode Island
$25.6M +$2.82M +106,739 +14%
BDF
133
Black Diamond Financial
Maryland
$25.6M -$1.66M -62,936 -7%
EFG
134
Ethos Financial Group
Pennsylvania
$25.4M +$1.73M +65,438 +8%
MOS
135
MGO One Seven
Ohio
$25.2M -$2.25M -85,131 -9%
BMWS
136
Brady Martz Wealth Solutions
North Dakota
$25.1M -$6.41M -242,317 -22%
MWM
137
Meridian Wealth Management
Kentucky
$24.9M -$1.12M -42,401 -5%
AIA
138
Ally Invest Advisors
North Carolina
$23.9M +$462K +17,462 +2%
KWA
139
Kingswood Wealth Advisors
California
$23.9M +$1.73M +65,414 +9%
LA
140
LVW Advisors
New York
$23.5M +$277K +10,460 +1%
AF
141
Apexium Financial
Texas
$23.4M +$2.64M +99,670 +14%
WCM
142
Weaver Capital Management
Georgia
$23.3M -$317K -11,974 -1%
PWM
143
Perigon Wealth Management
California
$23.3M +$797K +30,130 +4%
SFA
144
Seneca Financial Advisors
New York
$23.3M +$1.37M +51,693 +7%
WA
145
Win Advisors
Florida
$23.2M +$17M +644,597 +426%
GWM
146
Geneos Wealth Management
Colorado
$23.2M -$23.7M -895,553 -53%
VNA
147
Valley National Advisers
Pennsylvania
$23.2M +$1.34M +50,565 +7%
BTWM
148
Brass Tax Wealth Management
Ohio
$23.2M +$906K +34,280 +5%
CP
149
Capital Planning
Washington
$23.2M -$8.05M -304,603 -28%
HG
150
Harbor Group
New Hampshire
$23.1M -$134K -5,086 -0.6%

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.