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Schwab US Large-Cap Growth ETF

1,462 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: 1,3771,462 (+85)

0.29% more ownership

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

Holders
1,462
Holders Change
+85
Holders Change %
+6.17%
% of All Funds
19.25%
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
MCA
151
Midwest Capital Advisors
Michigan
$23M -$7.59M -287,242 -27%
AIP
152
Almanack Investment Partners
Pennsylvania
$22.8M +$19.8M +749,561 +2,465%
PA
153
Persium Advisors
Georgia
$22.7M +$1.21M +45,756 +6%
KNFPWM
154
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$22.6M +$1.02M +38,446 +5%
MAG
155
Members Advisory Group
New York
$22.6M +$851K +32,194 +4%
FA
156
Fountainhead AM
New Jersey
$22.6M -$424K -16,040 -2%
SA
157
Sanctuary Advisors
Indiana
$22.5M +$1.73M +65,391 +9%
SWA
158
Stratos Wealth Advisors
Ohio
$22.4M -$56.9K -2,152 -0.3%
MA
159
Mutual Advisors
Nebraska
$22.3M +$313K +11,829 +2%
SW
160
SkyOak Wealth
Michigan
$22M +$1.68M +63,446 +9%
RWM
161
RKL Wealth Management
Pennsylvania
$21.9M -$1.24M -46,962 -6%
MPM
162
Meritage Portfolio Management
Kansas
$21.9M +$17.6M +665,324 +779%
FCI
163
Financial Counselors Inc
Kansas
$21.7M -$33.3M -1,258,722 -63%
EWA
164
EP Wealth Advisors
California
$21.5M +$9.74M +368,495 +100%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$21.4M +$5.18M +195,832 +36%
WA
166
WBH Advisory
Maryland
$21.3M +$1.53M +57,999 +9%
IA
167
Integrity Alliance
Iowa
$21.3M +$273K +10,331 +1%
PSIWM
168
Paradigm Strategies in Wealth Management
Minnesota
$21.3M +$243K +9,207 +1%
SC
169
Savant Capital
Illinois
$21.2M -$328K -12,406 -2%
UW
170
Unique Wealth
Florida
$21.1M -$1.96M -74,140 -9%
FFWA
171
FRG Family Wealth Advisors
Washington
$21M +$426K +16,110 +2%
SF
172
Seek First
California
$20.5M +$899K +34,006 +5%
ACM
173
Alpha Capital Management
Texas
$20.4M -$2.83M -107,224 -13%
CI
174
Conning Inc
Connecticut
$20.3M
PWM
175
Prosperity Wealth Management
California
$20.3M +$2M +75,566 +12%

SCHG Hedge Fund Activity: Q2 2025 in Review

1,462 of the 7,596 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.

  • 1,462 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2025, up from 1,377 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.