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Schwab US Large-Cap Growth ETF

1,506 hedge funds and large institutions have $26.6B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 642 increasing their positions, 524 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.56M

125% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 524

13% more capital invested

Capital invested by funds: $23.5B → $26.6B (+$3.1B)

3% more funds holding

Funds holding: 1,4611,506 (+45)

1.84% less ownership

Funds ownership: 53.04%51.19% (-1.8%)

4% less funds holding in top 10

Funds holding in top 10: 228219 (-9)

Holders
1,506
Holders Change
+45
Holders Change %
+3.08%
% of All Funds
19.76%
Holding in Top 10
219
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.95%
% of All Funds
2.87%
New
128
Increased
642
Reduced
524
Closed
57
Calls
$17.2M
Puts
$3.56M
Net Calls
+$13.6M
Net Calls Change
+$780K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$16.1M +$234K +7,674 +2%
YIA
227
YHB Investment Advisors
Connecticut
$15.8M +$526K +17,262 +4%
GCP
228
Gill Capital Partners
Colorado
$15.7M -$938K -30,763 -6%
LBC
229
Lowe Brockenbrough & Co
Virginia
$15.7M -$133K -4,360 -0.9%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$15.7M -$5.65M -185,445 -27%
OC
231
Oppenheimer & Co
New York
$15.7M +$1.03M +33,945 +7%
CL
232
Choreo LLC
Illinois
$15.5M -$144K -4,737 -1%
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$15.5M +$14.8M +484,200 +29,706%
RWA
234
Redhawk Wealth Advisors
Minnesota
$15.4M +$3.64M +119,462 +33%
CNWM
235
Clay Northam Wealth Management
California
$15.4M +$87.2K +2,860 +0.6%
MWA
236
Martel Wealth Advisors
Washington
$15.3M -$701K -22,998 -5%
BRWM
237
Blue Rock Wealth Management
North Carolina
$15.2M -$29.8K -977 -0.2%
SAM
238
Smithbridge Asset Management
Pennsylvania
$15.2M +$621K +20,382 +4%
TFG
239
Team Financial Group
California
$15.2M +$160K +5,241 +1%
IA
240
Integrity Alliance
Iowa
$15.2M -$7.71M -252,983 -35%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$15.1M +$1.64M +53,768 +13%
MWM
242
MinichMacGregor Wealth Management
New York
$14.9M +$4.84M +158,800 +52%
VCWM
243
Vista Cima Wealth Management
Arizona
$14.8M +$348K +11,414 +3%
FFA
244
Farther Finance Advisors
California
$14.8M +$1.05M +34,298 +8%
EF
245
Elite Financial
Idaho
$14.7M -$23.2K -760 -0.2%
GGI
246
GPM Growth Investors
Michigan
$14.7M -$114K -3,728 -0.8%
CW
247
Code Waechter
Florida
$14.6M -$498K -16,339 -3%
OCM
248
One Capital Management
California
$14.5M -$1.95M -63,888 -12%
RWP
249
Revolve Wealth Partners
New Jersey
$14.3M -$72.6K -2,382 -0.5%
BAM
250
Berkshire Asset Management
Pennsylvania
$14.3M -$681K -22,348 -5%

SCHG Hedge Fund Activity: Q3 2025 in Review

1,506 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2025, worth a combined $26.6B — up 13% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SCHG positions and 57 closed out — a net gain of 71 holders — while 642 added to existing stakes and 524 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $489M. The largest seller was Financial Engines Advisors, cutting an estimated $78.8M.

  • 1,506 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2025, up from 1,461 in Q2 2025.
  • Funds reported $26.6B of Schwab US Large-Cap Growth ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 128 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2025 and 57 closed out, a net change of +71 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $489M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q3 2025 was Financial Engines Advisors, an estimated $78.8M sold.

Based on aggregated 13F filings for Q3 2025.