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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
FFL
1501
Financial Freedom LLC
Ohio
-$74.3K -2,969 Closed
MFA
1502
Morling Financial Advisors
California
-$69.7K -2,784 Closed
LCM
1503
Logan Capital Management
Pennsylvania
-$64.4K -2,572 Closed
QC
1504
Quent Capital
New York
-$52.3K -2,088 Closed
Bessemer Group
1505
Bessemer Group
New Jersey
-$52K -2,068 Closed
3IP
1506
3Chopt Investment Partners
Virginia
-$40.4K -1,612 Closed
KWM
1507
Kiker Wealth Management
Georgia
-$39.6K -1,580 Closed
LC
1508
Luminist Capital
Michigan
-$37.7K -1,495 Closed
MAS
1509
MPWM Advisory Solutions
Georgia
-$32K -1,276 Closed
HH
1510
HWG Holdings
Texas
-$20.4K -814 Closed
SIM
1511
Synergy Investment Management
Florida
-$18.3K -732 Closed
CB
1512
CNB Bank
Pennsylvania
-$16.5K -660 Closed
Citadel Advisors
1513
Citadel Advisors
Florida
-$17.2K -649 Closed
SC
1514
Swan Capital
Florida
-$14.6K -584 Closed
TSMHT
1515
Thurston Springer Miller Herd & Titak
Indiana
-$8.76K -350 Closed
AAG
1516
Armstrong Advisory Group
Massachusetts
-$3.48K -125 Closed
SIC
1517
SJS Investment Consulting
Ohio
-$2.01K -80 Closed
AP
1518
Aspect Partners
Virginia
-$275 -11 Closed
CWM
1519
Cranbrook Wealth Management
Michigan
-$276 -11 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.