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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
1832 Asset Management
1476
1832 Asset Management
Ontario, Canada
-$584K -23,320 Closed
EK
1477
Evensky & Katz
Florida
-$563K -22,495 Closed
VCM
1478
Virtue Capital Management
Tennessee
-$440K -17,609 Closed
LRWM
1479
Lord & Richards Wealth Management
Colorado
-$365K -14,567 Closed
GCM
1480
Gallacher Capital Management
Colorado
-$359K -14,335 Closed
SFC
1481
Summit Financial Consulting
Michigan
-$324K -12,954 Closed
SWA
1482
SFMG Wealth Advisors
Texas
-$319K -12,720 Closed
PCM
1483
Presidio Capital Management
California
-$305K -12,177 Closed
WPC
1484
Waters Parkerson & Co
Louisiana
-$284K -11,337 Closed
AFW
1485
Avantra Family Wealth
Pennsylvania
-$258K -10,292 Closed
LSIA
1486
LaSalle St. Investment Advisors
Illinois
-$238K -9,517 Closed
ACP
1487
Aveo Capital Partners
Colorado
-$235K -9,132 Closed
SCM
1488
Saxony Capital Management
Missouri
-$227K -9,073 Closed
WFMPM
1489
Woodley Farra Manion Portfolio Management
Indiana
-$222K -8,860 Closed
JWM
1490
JPL Wealth Management
Colorado
-$219K -8,756 Closed
CPC
1491
Cookson Peirce & Co
Pennsylvania
-$211K -8,411 Closed
ARC
1492
Advisor Resource Council
Texas
-$200K -7,988 Closed
QCG
1493
Quadrant Capital Group
Ohio
-$136K -5,437 Closed
SHIM
1494
Stone House Investment Management
Pennsylvania
-$131K -5,228 Closed
SFGP
1495
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$127K -5,057 Closed
HCP
1496
Hexagon Capital Partners
Arkansas
-$110K -4,384 Closed
BNP Paribas Financial Markets
1497
BNP Paribas Financial Markets
France
-$99.6K -3,976 Closed
PA
1498
PSI Advisors
Florida
-$95.5K -3,812 Closed
LWANC
1499
Laurel Wealth Advisors (North Carolina)
North Carolina
-$94.8K -3,784 Closed
LWMI
1500
Legacy Wealth Management (Idaho)
Idaho
-$78.2K -3,123 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.