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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
SWM
201
Schwallier Wealth Management
Michigan
$17.9M +$2.93M +110,885 +22%
PVAMC
202
PPS&V Asset Management Consultants
Michigan
$17.8M +$954K +36,068 +6%
ACA
203
Ackerman Capital Advisors
Texas
$17.8M -$350K -13,242 -2%
BCI
204
Brinker Capital Investments
Pennsylvania
$17.6M +$3.23M +122,024 +25%
EH
205
Equitable Holdings
New York
$17.6M -$1.5M -56,755 -9%
LC
206
LCNB Corp
Ohio
$17.4M +$2.31M +87,317 +17%
BDWCC
207
B&D White Capital Company
Texas
$17.2M -$27.2M -1,029,811 -64%
WP
208
WealthShield Partners
North Carolina
$17M -$16.5K -624 -0.1%
DCM
209
Donaldson Capital Management
Indiana
$16.9M +$2.45M +92,703 +19%
SA
210
Skyline Advisors
Washington
$16.5M +$166K +6,278 +1%
AF
211
Allworth Financial
California
$16.4M -$3.83K -145 -0%
Citigroup
212
Citigroup
New York
$16.2M +$2.63M +99,506 +22%
LWL
213
Leo Wealth LLC
Texas
$16.2M +$14.6M +553,870 New
SFG
214
Sage Financial Group
Pennsylvania
$16M +$1.17M +44,264 +9%
KFS
215
Kaizen Financial Strategies
California
$15.6M +$181K +6,844 +1%
CFMC
216
Curbstone Financial Management Corp
New Hampshire
$15.4M -$148K -5,580 -1%
UWM
217
USAdvisors Wealth Management
Minnesota
$15.4M +$644K +24,374 +5%
SFWC
218
Strategic Family Wealth Counselors
New Jersey
$15.3M +$629K +23,792 +5%
GCP
219
Gill Capital Partners
Colorado
$15.3M -$180K -6,807 -1%
PCM
220
Payne Capital Management
New York
$15.3M -$53.1K -2,007 -0.4%
C
221
Certuity
Florida
$15.2M -$1.44M -54,392 -9%
Lido Advisors
222
Lido Advisors
California
$15.2M -$57.6M -2,179,465 -81%
OCM
223
One Capital Management
California
$15.2M -$4.8M -181,504 -26%
PMG
224
ProVise Management Group
Florida
$15.1M -$460K -17,411 -3%
NFG
225
Northeast Financial Group
Pennsylvania
$15.1M +$1.44M +54,410 +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.