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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
MWP
176
Meriwether Wealth & Planning
Louisiana
$20.3M +$682K +25,800 +4%
US Bancorp
177
US Bancorp
Minnesota
$20.2M -$1.33M -50,338 -7%
FA
178
Fiduciary Alliance
South Carolina
$20.2M +$6.13M +231,752 +51%
SFA
179
Souders Financial Advisors
Ohio
$20.1M +$513K +19,409 +3%
TPCW
180
TD Private Client Wealth
New York
$20M +$1.3M +48,998 +8%
LTL
181
Lowery Thomas LLC
California
$19.9M -$316K -11,964 -2%
IWP
182
Invenio Wealth Partners
Florida
$19.9M +$385K +14,571 +2%
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$19.8M +$2.01M +76,051 +13%
CSP
184
Cary Street Partners
Virginia
$19.4M -$1.14M -43,112 -6%
RC
185
Rovin Capital
Arizona
$19.1M +$3.82M +144,366 +28%
WMA
186
William Mack & Associates
Michigan
$19.1M +$1.8M +67,977 +12%
AWS
187
Aspen Wealth Strategies
Colorado
$18.9M -$46.2K -1,749 -0.3%
NA
188
NewEdge Advisors
Louisiana
$18.9M +$4.66M +176,214 +38%
DI
189
DAGCO Inc
Ohio
$18.8M +$1.61M +60,830 +10%
PFWA
190
Paces Ferry Wealth Advisors
Georgia
$18.8M +$1.43M +54,019 +9%
AFG
191
Allegheny Financial Group
Pennsylvania
$18.8M +$417K +15,763 +3%
SS
192
Sunbelt Securities
Texas
$18.7M +$324K +12,266 +2%
RGF
193
Retirement Guys Formula
Ohio
$18.7M +$14.7M +556,099 +674%
GSIS
194
Global Strategic Investment Solutions
Arizona
$18.5M +$217K +8,208 +1%
AI
195
Atria Investments
North Carolina
$18.3M +$1.94M +73,547 +13%
WAM
196
Weinberger Asset Management
California
$18.3M +$203K +7,682 +1%
JJBC
197
James J. Burns & Company
New York
$18.3M -$380K -14,357 -2%
SL
198
Systelligence LLC
Minnesota
$18.3M +$281K +10,639 +2%
SPG
199
Strategic Planning Group
Utah
$18.2M +$771K +29,178 +5%
BWL
200
Bogart Wealth LLC
Virginia
$18.1M +$310K +11,709 +2%

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.